Adding a Document

New documents can be added by clicking the Add Document button and filling in the required fields.

Add Document form

Reference Document

The document file to upload.

Title

The title of the document.

Type

The document type.

• Policy

• Procedure

• Certificate

• Record

Classification

The security classification of the document.

• Public - Available for public and general viewing. The lowest classification.

• Private - Internal viewing only.

• Confidential - Selected viewers only. The highest classification.

Status

The status of the document.

• Retired - The document is no longer in active use.

• Draft - The document is undergoing editing or requires approval.

• Approved - The document is approved.

Uploaded by

The user who uploaded the document.

Uploaded date

The upload date of the document.

Last review date

The last date on which the document was reviewed.

Next review date

The date of the next review of the document.

Owner

The owner of the document who has responsibility for reviewing and keeping it updated.