2.2 Creating An Internal Document

Step 1: Select Documents, then New Document and then Form Template. 

Step 2: Select the relevant details for your Internal Document and then select Save & Build Document.

Step 3: Build your Internal Document filling in the required detail on the template.  Any fields that you do not need, simply don’t fill any details in and they won’t appear on the Internal Document.

Step 4: Once you have completed your Internal Document, then select Save & Exit.   If you have Internal Approvers set up, (see Sections 1.4 & 1.5) then you will need to request approval and update the status.  If no internal approval is required, then the status can be updated to Completed & Approved.