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The Create Document dialog creates a new document and decides whether it becomes a controlled document with an approval process. You open it with Document in the tab bar of the Docs area. The document’s fields are on the left; the Export Settings on the right start collapsed.

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Title and type

Create stays disabled while a required field is missing. The available types are Policy, Process, Work Instruction, Plan and Documentation.
The type Plan classifies the document. The maps IP Segments, IP Networks and Topology are under Maps.

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Controlled Document

The Controlled Document switch carries the description “Manage approvals and reviews”. Turn it on, and Type becomes required; the document also gets an approval process, a history and a review cycle, see Documents Fundamentals. The choice holds for the document’s entire lifetime. If you create the document from the Controlled Documents list, the switch is already on; in every other list it is off. You can change it either way. Controlled documents are included from Business on. In the Pro edition, a hint with the Change Edition button takes the place of the switch, and the dialog creates uncontrolled documents.

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Language & Format

Three defaults for the document, independent of your personal settings under Appearance & Language:

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Export Settings

Clicking Export Settings expands the second column. The settings determine what the document’s export looks like: If Cover Title is left blank, the cover page shows the document’s title. Next to the switches, a preview shows the cover page, table of contents and page layout, and for a controlled document also the properties on the cover page. You change the export settings later through Settings on the Content tab.

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On create

Create creates the document with a first chapter, Introduction, and opens it in a tab of its own.

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On cancel

Cancel and closing the dialog reset every field to its default, including the export settings. Adding chapters and exporting: Content. Setting the type, classification and roles of a controlled document: Properties. Submitting a controlled document for approval: Document Control.