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Creating and structuring a Document Holder

How to create a DH part number, add sections, use intros and descriptions

Before you can start building a Document Holder in Cognidox, you need to create a DH part number and structure it into meaningful sections. Sections allow you to group documents logically—by document type, phase, or purpose—and make your document holder easier to navigate, review, and approve.

 

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Creating a Document Holder Part Number

A Document Holder starts life just like any other document in Cognidox. To create one:

  1. Browse to the category where you want the Document Holder to live.

  2. Click Create Document Number.

  3. Enter a title (e.g. “Technical File – Widget 2000”).

  4. In the Document Type drop-down, choose Document Holder (DH).

    • If DH is not shown, click Show all document types.

  5. Click Create Document.

After creation, you’ll land on the document details page. From here, you can:

  • Add a draft or issue version

  • Start editing the document holder

  • Use a template if one is available

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Editing the Document Holder Online

Most users will edit Document Holders using the online editor. This graphical interface makes it easy to create and arrange the structure of your document holder.

To start editing:

  1. Click Add Draft or Add Issue on the Document Details page.

  2. On the next screen, click Edit Online.

This opens the Edit Document Holder page.

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Adding Sections and Descriptive Text

You can now begin to build the structure of your Document Holder.

To add a section:

  • Click Add Section.

  • Give it a clear title (e.g. Design Specifications or Validation Reports).

  • Optionally, enter a Section ID to uniquely identify this section—especially useful if you plan to reuse it in other holders.

To add introductory content:

  • Click in the Introduction field at the top.

  • Choose between plain text or textile formatting.

  • Textile allows for styling like headers, bold text, lists, and tables.

Each section can also have:

  • A description (shown above the documents)

  • A footer (shown below the documents)

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Saving Your Work

Once your structure is ready:

  1. Click Store to save your section layout.

  2. On the following screen, click Add Draft or Add Issue to confirm and save your changes.

⚠️ Important: If you navigate away without clicking Add Draft or Add Issue, your changes will be lost—even if you clicked Store.

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Tips for Section IDs and Structure

  • Use unique section IDs if you plan to include this section in other Document Holders.

  • Use clear section titles for better navigation.

  • Start simple—it's easy to add, reorder, or remove sections later.

  • Use Textile formatting (e.g. h2. Title) to make your document holder look polished.

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Further information

Other articles in this series:


Online help pages:

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