<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Documents</h1> <p>To create a document, enter the following information:</p> <ul> <li><span class="helpButton">Document Name</span>. Enter a name for the document.</li> <li><span class="helpButton">File Name</span>. Enter the name of the file you are using to create the document; click <span class="helpButton">Browse</span> to navigate to the location of the document.</li> <li><span class="helpButton">Revision</span>. If you revised this document, enter the revision number.</li> <li><span class="helpButton">Template</span>. Select this box if you are creating a template.</li> <li><span class="helpButton">Document Type</span>. Select a pre-defined document from the drop-down list. If the document does not belong to any of the listed types, select None.</li> <li><span class="helpButton">Category</span>. Select a pre-defined category from the drop-down list. If none of the categories apply, select None.</li> <li><span class="helpButton">Sub Category</span>. If you selected a category, select the category subset if applicable.<br /> When you select a Category and Sub Category for the document, the document is added to the Document tree using a hierarchical structure. The tree structure only displays in the list view and helps organize the files and makes it easier to find documents under a specific subject. </li><li><span class="helpButton">Status</span>. From the drop-down list, select the document status to indicate whether it is active or expired and so on. </li><li><span class="helpButton">Publish Date</span>. Click the Calendar icon and select the date when the document is published for other users to view and download it.</li> <li><span class="helpButton">Expiration Date</span>. Click the Calendar icon and select the date when the validity of the document expires.</li> <li><span class="helpButton">Related Document</span>. Click <span class="helpButton">Select</span> to associate a related document.</li> <li><span class="helpButton">Related Document Revision</span>. From the drop-down list, select the revision number of the associated document.</li> <li><span class="helpButton">Description</span>. Enter a brief description of the document.</li> </ul> Click <span class="helpButton">Save</span> to create the document; click <span class="helpButton">Cancel</span> to return to the document list without saving the document.