You can add a document record to update the document properties. Please ensure that you have created document properties before creating a document record. Follow the steps below to create a document record:
Go to the From Library in the configure portal.
Hit the Add Form button in the top right-hand corner.
Complete mandatory fields, including Name, Owner, and Department.
Set form type to Document.
Select your desired Document Type.
Choose the Completion Timestamps and Topics.
Click Create.
Go to the Questions tab, click Add Section, and select Document Type Properties.
Click Link Property and pull through the predefined questions.
You can add a general section that allows additional questions to be included.
Once created, you can turn the document form into a document record, allowing team members to update relevant properties and complete tasks.
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