Add a Document

The New options allow you to add a new document. Only documents types that you are authorized to add can be selected.

Add a Document

1. Click the New button and then select the New... option.
   The New dialog box displays. The available document types are based on your security settings.
2. In the Types or Folders area, select the document type to add. The Types area contains a list of document organized alphabetically by document type while the Folder area contains a list of documents organized into system folders.
3. Click the Create button.
   The dialog box is closed and a new document of the selected type is displayed in the content pane.

Add a Document from an Existing Document

1. Click the New button and then select the New From... option .
   The New dialog box with a search area displays. The available document types are based on your security settings.
2. In the Types or Folders area, select the document type to add. If you are using a transformation to create a document from a different type of existing document, select the existing type of document here. The Types area contains a list of document organized alphabetically by document type while the Folder area contains a list of documents organized into system folders.
   
3. In the search area, enter any additional search criteria. If needed, click the expand button next to the Results heading to display the restrictions area, which allows you enter advanced search criteria. For more information, see Restrictions.
4. Select if you are searching for a document in the Draft or Final database.
5. Click the Search button.
   A list of items that match the entered criteria display in the Results area. The number of instances returned is dependent on the default number of query results to return.
6. Select the item to create a new document from. To view additional details about a item, hover over the document type icon or hover over the information button.
7. In Transformation, select how to transform the source document. A transformation defines how the mapping from a document, which can be the same or a different document type, is used to create a new instance. For example, when a timesheet is copied, the project information but not the hours might be copied. For more information on how to save a transformation, see Save a Document.
8. Click the New button.
   The dialog box is closed and a new document based on the selected instance is displayed in the content pane.