Create a document
Creating a document in the application provides a structured workspace that streamlines tagging and preparation for filing. Follow the steps below to create the document. This article walks you through the steps to create and configure a document efficiently, ensuring compliance with taxonomy-specific requirements while minimising manual effort.
1. Navigate to the left pane in the application and click on the "Document Workspace" icon.
2. From the list of displayed entities, choose the relevant Entity for which the document will be created.
3. Click the "Create" button located at the top-right corner of the screen. This action opens the Create Document form.
4. Select the appropriate Submission Type from the dropdown menu.
5. Based on the selected submission type, certain fields may be greyed out and will not require input. Some details, such as entity-specific information, will be automatically populated from the system and cannot be modified. This ensures accuracy and compliance with regulatory requirements.
6. The system accepts input files in Word format (.docx) for document creation.
7. Review all the provided details to confirm accuracy. Click on "Create Document" to finalise the process.
By following these steps, you can efficiently generate a structured document with minimal manual input. For any assistance or further queries, please contact our customer care team at support@datatracks.com.
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