Document creation

Creating a new document

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on Documents under Engineering

4. Click on the New button

5. Enter details for a new document

   
   - **Document title**
     
     The full name of the new document's title
   
   - **Document type**
     
     Optionally pick a document type
   
   - **Document project**
     
     Optionally pick a project to associate with the document
   
   - **Document asset**
     
     Optionally pick an asset to associate with the document
   

6. Click on the Create button

Documents with a document type will have a new number allocated from the type's prefix. Otherwise the new document will be unnumbered.

The new document will be forked from any template attached to the document type. Otherwise the new document will be blank.

Forking an existing document

A new document can be created by forking an existing document.

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on Documents under Engineering

4. Click on any document to view the document overview

5. Click on the Fork button

6. Enter details for the new document

   
   - **Document title**
     
     The full name of the new document's title
   
   - **Document type**
     
     Optionally pick a document type
   
   - **Document project**
     
     Optionally pick a project to associate with the document
   
   - **Document asset**
     
     Optionally pick an asset to associate with the document
   

7. Click on the Fork button