Creating a Document

 

When creating a document, it is first imperative to look for that document in the database, just in case someone else has already done the work! If you have determined that your new document is not in Quest yet and you require the document to be on the web, start by clicking on the 'Document' icon - -on your workspace. If you do not have that icon then you are not authorized to create documents.

 

Once you are in Document Maintenance, click on the 'New' button on the blue bar above the document lists. You will then see a window like this:

You can select from the following options:
New Blank Document - Start a Brand New document


Template - Start a document from a previously created Template of yours


Clipboard - Create a document with a body that contains the contents from the clipboard


Special Import - One of the amazing imports from Quest.

 

For right now select 'New Blank Document'. You will now see a window that looks like this:

Here you can select what 'Type' of document you wish to create. By selecting a document type, a small help window appears at the bottom of the window explaining the document type. Select the 'Service Hints and Tips' option and click 'Ok'

Ok, now we are in the main Document Editor. The Document Editor allows you to change any field in a document. Explore the Document Editor by left mouse clicking on the fields on the left of the window. Each field will produce a Pop-Up window asking you for information about the field.

Once you are done exploring, fill in the Brand/Family, Machine/Model and Cateogry fields. Then, give your new document a title.

After you are done editing the fields, hit the 'Save' button and the following window will appear:

Here are your options from this window:

Save As Draft - This saves your document in 'Draft' mode. This means any changes will not be published to the web sites. You can always save as Draft and come back and make more changes later.

Save As Template - If you are going to make many 'similar' documents to this one, select 'Save As Template' which will save this document as a personal template for you. You can then easily create more documents just like the template.

Publish - Once you are complete all changes and are ready for the IBM Customer's to see it, click on 'Publish'. This will make the document publish during the next publishing cycle.

Cancelling Draft - If you do not think this draft will ever make it to be published, you may cancel the draft. This in effect will delete the draft and place it in the Recycling Bin.

 

For now, click on 'Save As Draft'. Once the document has been saved, you may click on the 'My Drafts' view in the Document Maintenance Quest Applet to see it.