How to create a document

Open the list of folders

 Click here to view the full article: 'How to access the list of folders ?'

Select a folder

• Select the group in which you would like to create your document.
• You can:
  • Create a new folder > Click here to read the full article: 'How to create a folder'
  • Select an existing folder > click on the folder/subfolder where your document will be: the list of folders will focus on this folder.

Create a document

In the folder where the document to be created will appear, click on 'Create' then on 'Create a document'

NB: You must be in a folder to create a document. 'Create a document' cannot be clicked if you are simply in a group.

Fill in the document form

Step 1: General document information

1. Select the document type
   
   • Initial document: this designates a document considered to be the 1st version. It usually comes from a master.
   • Version: this designates a document considered as V2 of another document. It is generally derived from the duplication of an initial document.
   • Model: a reference document for subjects that do not require the creation of a master and its MCQ.
     
2. Enter the name of your document.
   
   
3. Select your document source
   • If you are creating your document from a master, select the “Master” source, then choose the master you require from those provided by your administrator.
   • If you are creating your document from another pre-existing document :
     
     • Select the “Document” source, then select the source document from the folders in your group.
       
       
4. Once you have completed all the mandatory fields, you can proceed to the next step.

Step 2: Merge fields

All merge fields that have been completed in the file are automatically included in the document form.

You can modify the merge fields if you need to. The modifications will only be taken into account for this document.

Once all mandatory fields have been completed, click on 'Create document ' to confirm the creation.

NB: You can return to your form to modify it at any time. Click here to access the full article: How to rename or modify a form of a document or a folder?

Filling in the questionnaire

• Answer the questions.
• Fields marked with a red asterisk are required.
• Click 'Create' to create your document.