Chapter 4 – Creating and Modifying DocumentsChapter 4 – Creating and Modifying Documents\Data ManagementData Management\To create a document

To create a document

Document creation is available on the search filter page as well as on the list of results.

Depending on user profile, a subset of fields can be displayed.

Those which are not accessible for “input” are grayed.

 

Note If Project Management is enabled, documents are automatically created inside the « current project ». A document belongs to one project only and can be modified, extracted or suppressed only inside this project.

 

Go to:

*       Welcome page

*       Shortcut

or

o   In the “Classification”,

o   Select a family,

o   Click on “Create object” button,

 

 

o   Complete the form to define the document properties.

 

The properties of that document type are displayed.

 

*       Red labels indicate identifying fields, which are required. Identifying fields cannot be modified after a document has been saved.

*       Blue labels indicate other required fields.

*       Black labels indicate optional fields.

 

o   Click on «Save» to save the document to the database.

 

If you omitted to assign required properties or an assigned value is not valid for a property, an error message appears. Click on «OK» to return to the properties form and fix the problem.

 

*       To create another record, modify the form as necessary, and click on «Save» again.

 

The new document is displayed in the Lascom AEC window.

 

 

If a mandatory field is not populated, a message is displayed:

o   Click on « Close» and enter the required field.

 

 

 

Note you can add a shortcut either to create the document, or to the document itself when it is created

 

 

o   Click on « Save » to proceed.

 

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The Object is created,

o   Click on « Back» to come back to the list:

The next document is displayed.

 

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