1. Select the desired maintenance e-doc from the Maintenance menu.
2. Click
the button located in the upper right
corner or search for a document and click the create new
button from the view window.
The document appears with a new Document ID.
3. Complete the common Document tabs -- Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.
For information about
the common financial transaction tabs such as Document
Overview, Notes and Attachments, and Ad Hoc Recipients,
Route Log tabs, see
Standard Tabs.
4. Complete the New section in the Edit tab
For requirements for
the Edit tab, see the help documentation for the appropriate document type.
5. Click
.
6. Review the Route Log tab.
For more information
about the Route Log tab, see Route
Log.
For information about
the workflow buttons at the bottom
of the maintenance screens, see Workflow Action Buttons.
More: