Overview

Create a new document from scratch by selecting a category, entering the title and details, then writing content in the built-in document editor. This is the standard method for creating SOPs, policies, forms, and other controlled documents.

Who can access this: Admin Quality Manager Document Manager

Navigation: Managed Documents → + New Document → Blank Document

 

Step-by-Step Instructions

  1. Navigate to Managed Documents and click the + New Document button, then select Blank Document.

  2. You will be taken to the document detail page with the General Information tab active. Fill in the required fields:

    FieldDescriptionRequired
    TitleThe document name — be descriptive and consistent with your naming conventionsYes
    CategorySelect the document category (SOP, POL, FORM, etc.). This determines the document number prefix.Yes
    DescriptionA brief summary of the document's purpose and scopeNo
    LanguageThe document languageYes

  3. The Document # is automatically generated based on the category prefix and the next available sequence number (e.g., SOP0005).

  4. Click Save to create the document. The document will be created in Editing status.

  5. After saving, you can navigate to the Document Content tab to start writing (see Using the Document Editor).

Tip: Choose your document category carefully — once a document is created, the category (and its auto-generated document number) cannot be changed. If you need to change the category, you will need to create a new document.

 

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