You can choose to select a file or a folder. Choosing a folder can be useful if you want to link multiple documents from one folder, or if the document will not be created until later.

Enter keywords to enable you to locate the document quickly. The keywords are used in the Find documents process.

Select the document type of the document, for example 'WO' for a Word document.

Select the document group to which the document belongs, for example 'OFF' for an offer.

Select the status of the document, for example 'Released'.

If you are using a document management system (DMS), the revision details are retrieved from that system and filled in in these fields. This section also allows you to maintain the document's revision details yourself.