Add a Document

The Add a Document allows users to create and manage new documents directly within Compliance Manager. You can upload your existing documents into the system or create new ones using one of the Compliance Manager Document Editors. 

Follow the steps below to add a Document:

1. Navigate to the Documents. The My Documents page will appear.

2. To save your document to the specific folder location:

   • Access your location’s folder from the list of folders.

   • Select the appropriate folder where the document should be stored by clicking the folder name. The selected folder page will be displayed.
3. Click on the Add icon. My Documents Actions pop-up will appear to add a new document.
4. Select New File Upload. The Add Document page will appear.
5. Enter the desired document Title.
6. Select Document Type from the dropdown list to identify whether the uploaded file is Internal or External.
7. External Document allows users to add a reference to a document stored outside the application by entering the document's URL in the External URL field.
8. If you select Internal Document, two radio button options will appear:
   • Upload Document - This option is selected by default. Use to upload an existing document from your computer.

   • Create in Editor - Opens the Document Editor, allowing users to create a new document directly within the application. When creating a document in the editor, click Open Editor to launch the Document Editor, then save the document to add it to the folder.

     📄 Learn More

     Refer to the Document Editor Overview article for more information.
9. Check Convert to PDF to present the document in PDF format.
10. Edit the Document Number by unchecking Automatically generate document number, or leave it to use the default.
11. Edit the Version Number or keep the default.
12. Define the Category and, if applicable, Subcategory.
13. Specify the associated Department.
14. Set the review Frequency and select the Next Review Date. Optionally, define the Frequency End Date.
15. Assign the Document Owner and Document Author.
16. Add any additional notes in the Note field.
17. Provide a brief Abstract summarizing the document.
18. Enter relevant Keywords describing the document.
19. Click Publish Document to finalize and publish the document.

20. Click Send for Approval to submit the document for review before publishing.

    ℹ️ Notes

    • The Category and Department dropdown menus include a list of standard options, along with an option to create a custom entry.
    • Once added, custom entries are saved and appear in the related list, accessible via the Toolbox under the Client Specific folder.

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