Creating a document in ProdSys is a simple and efficient process. The system allows you to upload one or more files, define how document numbers or descriptions are generated, and automatically attach files to the document for easy management and retrieval. Here's a step-by-step guide on how to create a document in ProdSys.
1. Navigate to the Documents Module
From the main dashboard or side menu, go to the Documents module.
https://app.prodsys.com/#/documentsClick Create New Document to initiate the document creation process.
Note: You can create new document from anywhere where a document list is available in the action menu in front of the document line "Three dots". The document will then be linked to the module you are using. Example if done on the order page it will be automatically linked to the order.
2. Complete Document Details
Depending on your selection, the system will automatically fill in the Document Number or Document Description based on the file name or a new number.
Fill out additional and mandatory fields such as:
Document description: Description of the document
Category: Choose a relevant category for easier organization and retrieval.
Project: If applicable, link the document to a specific project.
Owner: Define the owner or responsible person for the document
On the document detail screen, click the Upload File(s) button.
Select one or more files from your device. These files will be uploaded and appear in the file list.
5. Attach Files to the Document
The uploaded files will be automatically attached to the document during this process.
Ensure all necessary files are correctly listed in the Attachments section.
6. Save the Document
After confirming all details and file attachments, click Save to complete the document creation.
The document is now stored in ProdSys, with the uploaded files attached.
7. Access and Manage the Document
Once the document is created, it will be available in the Documents module for future reference.
You can download the attached files, edit document details, or upload additional files as needed.
By following these steps, you can easily create documents in ProdSys, using the flexible options for document numbering and description based on file names. This helps streamline document management and ensures consistency in how files are stored and accessed.