Document Form Introduction
After opening a new document, an document form will pop up and allows you to work on this document. The image below highlights the key elements required to work with documents.
- Open Documents Tab: All open documents appear on the top of the screen and the user can switch between different documents.
- Minimise Button: Allows the user to minimise the window, which will remain active and easily accessible from the previous screen.
- Active Project: States the active Project Name where the document will be stored
- Link Documents button: Allows the user to create a link between documents which can be used Externally (Attachments) or Internally for reference purposes only (References)
- Document Metadata Tabs: There are 3 Different groups of information where metadata is stored grouped by relevance: General, Product Details, Response Details. We provide details for each group below.
- Document Metadata Tabs Fields: The fields within the selected tabs that must be populated.
- Upload File button: Allows the user to upload a .docx file directly from their own desktop
- Save File Button: Becomes enabled (vivid colour) when the metadata of the Document have been completed. The Save button remains greyed out until all Metadata fields have been populated.