Creating a document template

The purpose of this feature is to give you the opportunity to record and store all of your document templates (free process, manual, instruction…) so that you can download them when creating your new documents.

The procedure is similar to that of a record of document seen in the previous chapter.

Click on the feature 'Models'.

The model register is displayed.

Click on the " buttonCreation of a model".

Complete the different fields:
Fields marked with a *must be informed.

- Codification = Automatic consolidation of document codification according to predefined parameter.

- Document title = Designation of document.

- Related process = Process related to the recorded record

- Category = Type of record recorded

- File = recorded document

Insert the document to save by clicking the button

To know: As with saving a document, it is possible to set permissions on models.

After completing this form, click on the " buttonValidate"

You then return to the register of models on which your record appears.

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