Documents

Store and manage all of your documents

Create Documents

Note The steps in this section are for creating new documents. If you are adding an updated version of a document that already exists in SiteVault, upversion the document instead.

  1. Navigate to the Documents > Library tab and select Create.
  2. Select Upload in the dialog box, then select Continue.
    • If you want to create a placeholder for a document that you expect to upload later, select Placeholder.
  3. Either drag and drop files into the blue area or select Choose. Uploading multiple files creates multiple documents.
  4. Select Classify documents now, search for and select the document type, then select Next.
  5. Complete required and any additional fields as needed, then select Save.
    • If copy certification is required, complete the Copy or Original field. Use the hover text for guidance. For more information, see Copy Certification of Documents.

SiteVault creates the document in a Draft status. Ensure that you move the document to its steady-state using the steps in the section below.

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