What is a document record
You can add a document record to update the document properties. Please ensure that you have created document properties before creating a document record.
How to create a document record
Start at step 1 if the forms haven't been created; otherwise, continue with step 2.
Step 1: Create a form
Go to the Configure Portal via the 3-dot menu.
Navigate to the Form Library.
Click Add Form to create a new form.
Enter the form details, ensuring that the document form type and a specific document type are selected. Then click Create.
Then you will be navigated to the Questions section to add questions.
We recommend using the guide below to help you create a form.
Step 2: Add sections and questions
Go to the Questions tab, click Add Section.
Select the Asset Group Properties section.
Click Link Property and pull through the desired properties.
Step 3: Turn the form into a record
Select Assign Workflow and select + Create Record.
If Assign Workflow is hidden but Usage shows, the form has been used. Open the Configuration menu (cog) and choose Add Record.
Enter the record details.
Record Name: The name of the record.
Owner: Which site owns and accesses this record.
Department: Which department owns this record.
Completed At: The completion level determines the business entity level at which this record must be completed.
Add Responsibilities.
Monitor: Who will be completing the record.
Manager: Who will be managing the record.
Observer: Who will be overseeing the record.
A new tab titled Progress States will appear, allowing you to add additional progress states.
To set up notifications for important events related to this record, please refer to this guide:
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