This screen is used to search, create, and edit a Digital Document. This is the screen where you can include any Digital Document Elements to include in.
You must click save after entering in a Name and Description to prompt the options to Add Digital Document and Add/Edit Document Element. (Shown Below)
- Name: Here you can enter the name for the new Digital Document.
- Description: Here you can enter a brief description for the Digital Document.
- Active: This check box controls whether the Digital Document is active or inactive.
- Add Buttons:The Add button gives you the option to add a previously created Digital Document(s) or Digital Document Element(s)
- Edit Button: You are able to quick edit a Digital Document Element Directly in this screen to tailor it for a specific document.
- Up/Down Buttons:These buttons are used to sort the elements or documents in a particular order.
Sub Documents
Here you can associate other digital documents with the document you are creating or have created. Clicking the Add Digital Document button will display a pop up with a drop down containing a list of all existing digital documents.
Use the Up and Down buttons to organize the order in which the sub documents appear within the primary digital document.
Document Elements
Here you can add all of the elements that must be present in the document. Elements are fields displayed in a document.
