How do I create a new document?

1. Click on New document. 
   
   
   
2. Click on to select the document.
3. Enter or edit the Name. The name of the document will be automatically generated based on the chosen document.
4. In the right column, select the locations for which the document should be visible.
5. Complete all required fields.
6. Click on Save & close.

• Description: Enter a description of the document.
• Tags: To be able to search for certain words using the search function.
• Confidential: Indicate whether this is a confidential document. Only authorised users will have access to this document. This document will not appear in the list for non-authorised users.
• Sign: If the document has to be signed before it can be opened, select this option. In order to open the document, the user will first be prompted to enter the password.
• Notify user: The user will be notified of any changes to the document when starting MXSuite.
• Editable: Select this option if the document needs to be edited. This makes it possible to edit the document at a later date and save it in the database.