How do I create a document?
General:
First, at Local management > Company data - "Document management" tab - Other
select the format: process or department.
Then go to Document Management > Documents and click on the "Add Document" tab.
Depending on what was set up at the company level, continue below to point 1 or point 2.
1. Prefix-Process-Counter
Choose a document type
Document types can be created at Document Management > Document types
https://quasydoc.atlassian.net/l/cp/Bf76jtTz
Select a process
Processes can be created at Document Management > Processes
https://quasydoc.atlassian.net/l/cp/e1YHPfDP
Enter the name of the document
Go to the "Access/Groups" tab and select the Editor from the list.
Then click on save
Document ID is: DOC-Prod-0018 where
DOC comes from Document Type
Prod comes from Process
0018 comes from format numbering at document type
2. Prefix - Department - Counter
If you have chosen department, there will be an additional field after selecting the document type.
Here you need to select the department for car numbering.
Select a process.
Enter the name of the document.
Go to the "Access/Groups" tab and select the editor from the list.
Then click on save
Document ID is INS-MAG-016 where
INS comes from document type
MAG comes from department
016 comes from format numbering at document type