Create document

Information

Use this function to create a new document.

Document, create

In this case, the document is a container for multiple files and contains their keywording.

Method

1. Select the file or the case where you want to create a document.

2. On the Public Sector tab, click Document and create the document.

Result

The document is created at the selected position.

Outlook

The document can now be filled with record objects.

In the document form, you will find the fields Name and Value under Additional information. These fields are only relevant for the Public Sector > Create Word document function and are completed by administrators only.

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