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xSuite Archive Prism User Guide

Creating a document

  1. Open the Archive section.

  2. In the sidebar, click on the name of an archive.

    ➣ The documents in the archive will appear in the hit list.

  3. Click on prism_archive_hinzufugen.png Create new document.

    ➣ The Create new document dialog will open.

  4. Select a document type from the Document types drop-down list.

    Notice

    If a standard document type is defined for the selected archive, then that document type will be the only one you can choose.

  5. Click Confirm.

    ➣ The index fields and properties for the new document will appear.

  6. Enter values in the index fields.

    Notice

    You can add more fields if needed. For more information, see Adding a field to a document.

  7. To add more fields, click prism_archive_hinzufugen.png Add field.

  8. To add an attachment, click prism_archive_upload_icon.png Add file.

  9. Click prism_archive_speichern.png Save.

    ➤ The document has now been created.

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