New Document Page for Electronic Documents in RM

Click New Document on the toolbar to access this feature and create a new document and profile.

To easily locate documents, users must fill out a Profile Entry form for each document that is to be part of the system. Profiles provide the information necessary to search documents and the more detailed and accurate the profile, the easier it is to find the document.

Depending on your server's configuration, you may be prompted to select between paper and default (or electronic) profile forms. These forms are similar, but small differences are present. For example, the paper document profile form does not include a check box for full-text indexing.

If your administrator assigned access rights, those rights are combined with the rights you assign. Your administrator can lock fields. In this case, the fields are read-only; you cannot edit them.

Your administrator may also have renamed or added fields. In this case, you'll need to find which field names at your site correspond to the default names.

Fields on the New Document Page for Electronic Documents describes the default fields on this page.

For a description of the New Document page for Paper Documents, see New Document Page for Paper Documents in RM.

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