How do I create a document?

General:
First, at Local management > Company data - "Document management" tab - Other

select the format: process or department.

Open

Then go to Document Management > Documents and click on the "Add Document" tab.

Open

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

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