Create New Paper Documents

This functionality allows users with the appropriate permissions to publish Paper Documents with relevant attributes.

 

1. Select Folder to publish New Paper Documents

 

2. Click on the  icon

 

3. Enter the number of Paper Documents to publish

 

 Maximum 20 Paper Documents can be published at a time.

 

 

 

4. Click on Publish New Paper Documents

 

5. Enter the document details for the paper documents in the required fields

 

 

 Doc Ref, Rev, Doc Title and Purpose of Issue, Status are mandatory fields

 Select Distribute options. Default value is Distribute Now

 

6. Click on  icon or Document Distribution link to select the distribution

 

7. Select Company or Distribution Groups from the top drop down menu

 

 

8. Once a Group or Company have been selected, the appropriate individuals will appear.  Select individuals to receive file/s by clicking on their name/s

 

 Users may multiple select by using their Shift or Ctrl key

 

9. Click on Add to Distribution List to confirm selection

 

10. Select Action Required, Action Due Date & enter Action Notes for each individual where necessary.  

 

 

 

 Click on the  icon to select Action Due date

 

11. Click on Distribute to display the selected users in the distribution table

 

12. Click on Start Upload

A prompt will be displayed with the suggested naming labels if you have not entered the Doc Ref as per the Rule (in case a Rule is applied to the folder).

 

 

13. Click on OK to confirm

 

FAQ's:

Q: I cannot publish Paper Documents on a folder I have rights to publish

A: You need Manage Paper Documents privilege besides Publish permissions to be able to publish new paper documents or paper documents as revisions to documents / placeholders. Contact you Workspace Administrator if you don’t have this option under Admin dropdown

 

Q: I cannot deactivate a paper document even if I have admin rights on a folder.

A: You need Manage Paper Documents privilege besides Admin permissions to be able to deactivate paper documents. Contact you Workspace Administrator if you don’t have this option under Admin dropdown.

 

Q: I want to view only Paper Documents on my Document Listing Page.

A: You can now search for documents with latest versions as Paper Documents by selecting value of Paper Documents Only from the dropdown of Doc. Type at the Basic / Advanced Search.

 

Q. I am not able to download Paper Documents.

A. Paper based documents cannot be downloaded like normal files.

 

Q: I am not able to find the Publish Paper document in the document listing while my permissions are still the same.

A: Icons are now grouped and displayed in drop down. You can find the Publish Paper Document Icon in the first drop down.

 

Useful Links:

Creating Paper Docs for Revisions