How to create a new document (drawing, calculation, permit…)

Name: Arkon One: Create a new document (drawing, calculation, permit…)
Duration: 54 s
Description: How to create a new document (drawing, calculation, permit…). Owner / Administrator, Office Manager and Engineer / Document Control can create documents.

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How to create a new document (drawing, calculation, permit…). Owner / Administrator, Office Manager and Engineer / Document Control can create documents.

The steps, written out

On the Document register press New document.
Enter the Document title and Document type (both required); optionally Discipline, Job, Scaffold, Document owner, Review due, Expiry (permits), the PE fields, Tags and Description.
Leave Document # blank to auto-number, and attach the File (revision A) with a Revision note.
Keep Submit for review immediately ticked to send it to review, or untick it to save a Draft.
Press Create document.

Tip

A duplicate number gives "Document number … already exists".

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