Create a new managed document record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure the properties and policies for a managed document.

    Antes de Iniciar

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedimento

    1. Navigate to All > Managed Documents > Create New.
    2. In the Name field, type Policy.
    3. In the Requested by field, add your name.
    4. In the Owner field, add your name.
    5. In the Reviewer field, add your name.
    6. In the Type field, select Policy.
    7. In the Classification field, select Confidential.
    8. In the Audience field, select Internal.
    9. Under Revision Settings, select the Auto increment revision option.
      Revision Settings
    10. Click Submit.