Creating a document part number and uploading a file

Overview

Creating and managing documents in Cognidox is a structured process that ensures proper categorization and accessibility. This guide explains how to create a new document part and upload a file to it.

Videos in this article

Check out the other articles in this section of the knowledge base:

Creating a document part number

Watch the video

Check out the video, then read through the summary below.

 

Steps to Create a Document Part

1. Choose the Appropriate Category

   • Navigate to the category where the document should be created (e.g., "Quality").

2. Start the Document Creation Process

   • Use the "Create Document" shortcut or access the Action Menu → "Create a New Document Part Number."

3. Enter Document Details

   • Provide a title for the document.

   • Select a document type (e.g., "Procedure").

   • Document types are pre-configured based on organizational needs.

4. Finalize Creation

   • Click "Create Document" to complete the process.

   • A success page will confirm document creation.

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Uploading a File to the Document

Once a document is created, you can upload a file to it as either a draft or an issue.

Watch the video

Take a look at the video, then follow the steps below.

 

Steps to Upload a File

1. Navigate to the Document Details Page

   • Open the document you just created.

   • Click on "Add Draft" in the Portlet shortcuts.

2. Upload the File

   • Click "Browse" and select the file to upload.

   • The file will be listed on the page.

3. Optional: Assign Reviewers

   • If needed, add reviewers to assess the draft before submission.

4. Submit the Draft

   • Click "Add Draft" to upload the file.

   • A success page will confirm the upload.

   • Return to the Document Details Page to manage the uploaded file.

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Conclusion

By following these steps, users can efficiently create, categorize, and upload files to documents in Cognidox, ensuring smooth document management and collaboration.

Next Steps

• From the success page, you can:

  • Add a draft or issue to the document.

  • Create a new document from a template.

• The newly created document’s Details Page provides options for further management.

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Conclusion

By following these steps, users can efficiently create and organize documents in Cognidox, ensuring proper categorization and easy access for future use.

Further information

See the following help topics:

• Creating a new document part number
• Creating a new draft or issue of a document
• Adding versions using drag and drop

Other articles:

• Understanding document details

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