Creating a New Document Definition

To create a new Document, you can either:

§ Select the New Document Accelerator in the Dashboard.

§ Right-click in the Documents workspace on the ‘Documents’ entry within the the Documents & Binders pane of the Dashboard and select New from the short-cut menu, then select New>Document.

 

Progression responds by creating the New Document definition and highlighting the name to accelerate the process of renaming it.

 

Rounded Rectangle:    Note:  Normally, your naming convention should mirror the actual name of the document type in DocuPhase that this item definition is handling from the Progression workflow level to make the names more meaningful and easier to understand.