Agency Platform > How To > Work with Documents > Create New

Create a New Document

You can use the New Document command to easily add a document to a file when needed. You might use the command to add an accident report to a file.

Before we explain how to create a new document, it is important to note that whether you can use the command will depend on the design of your organization's file structure and your WorkSmart functionality rights (granted by the system administrator). If you cannot use the command as explained here, contact your WorkSmart system administrator for more information.

In our example, we are going to add a page to an existing folder. You can easily adapt our steps to add documents to folders in your files.

  1. Select the folder in which you want to add the new document.
  2. Click New Document.

  1. In Import, enter the appropriate information.

    1. Date – available date for the document (Click the date and pick the new date in the calendar. Click the arrows and month and year at the top of the calendar to change the view.)
    2. Received – date the document was actually received
    3. Document Type
    4. Document Description – enter a custom description or accept the pre-filled description
  2. Click Choose Files to browse to the location of the document you are adding.
    Alternatively, you can drag and drop files into the Current Files box.
    If the file is a PDF file, you can select Split PDFS to split the PDF document into separate pages.

  1. Click Add Task if you want to create a task for the new document.
    You will be prompted to enter the relevant task information.

  1. Enter the task related information.
    1. Flow – workflow in which task should be created
    2. Step – step in which task should be created
    3. Assign To – name of person to whom the task should be assigned
    4. Priority – order of importance (0 – highest to 9 – lowest)
    5. Available Date – date task will appear in the to do list to be worked (Enter the date as explained earlier for the document.)
    6. Task Description – text to explain work to be done
  2. Click to return to the previous dialog box.
  3. Click Reset to remove all the task information and start over.
  4. If your organization uses attributes, you can click Attributes and define the attributes as needed. For more information about adding attributes, see Create a Task.
  5. Click Import or Import with Task to save your changes or Cancel if you do not want to save the changes.

 

 

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