Create Documents in Job Document Folders

Use the Docs submodule to create documents in document folders of selected jobs.

To use the Docs submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a document in a job document folder:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job that you want to create a document for.
3. On the side toolbar, click Docs.
4. In the left pane, highlight the folder where you want your new document to be created in.
5. Click Create a new document .
6. In the Template Selection dialog box, use the drop-down list to select the template that you want to use to create the document and click OK.
   WorkBook automatically opens the Document Editor dialog box.
7. In the Document Editor dialog box, make the necessary text inputs to the file and click Save.
8. Click Close .