Create document

Use this screen to create a document. It brings together the fields needed to configure the item before saving.

Use this screen to create a document. It brings together the fields needed to configure the item before saving.

When to use

Use this screen to create a document. It brings together the fields needed to configure the item before saving.

How to create document

  1. Open Create document from the product menu.
  2. Fill the required fields and review information that affects other users.
  3. Use Save to create the record.
  4. After saving, return to the list to confirm that the item appears correctly.

Important fields

  • Title: Use a clear name that is easy to recognize in lists and searches.
  • Document type: Choose or attach the file that the system will analyze.
  • Document checklist: Select the checklist used to review or validate the item.
  • Status: Select the current state or use the field to filter results.
  • File: Choose or attach the file that the system will analyze.
  • Extracted text: Fill it according to the screen context and review it before saving.
  • Analysis text: Fill it according to the screen context and review it before saving.
  • Description: Explain the item's purpose so other users know when to use it.

Available actions

  • Save: save the information entered.
  • Add file: add, replace, or remove attached files.
  • Import: bring data or files into the screen.
  • Go back: return to the previous screen without continuing the edit.