# Documents

To create a document, enter the following information:

- Document Name. Enter a name for the document.
- File Name. Enter the name of the file you are using to create the document; click Browse to navigate to the location of the document.
- Revision. If you revised this document, enter the revision number.
- Template. Select this box if you are creating a template.
- Document Type. Select a pre-defined document from the drop-down list. If the document does not belong to any of the listed types, select None.
- Category. Select a pre-defined category from the drop-down list. If none of the categories apply, select None.
- Sub Category. If you selected a category, select the category subset if applicable.
  When you select a Category and Sub Category for the document, the document is added to the Document tree using a hierarchical structure. The tree structure only displays in the list view and helps organize the files and makes it easier to find documents under a specific subject.
- Publish Date. Click the Calendar icon and select the date when the document is published for other users to view and download it.
- Expiration Date. Click the Calendar icon and select the date when the validity of the document expires.
- Related Document. Click Select to associate a related document.
- Related Document Revision. From the drop-down list, select the revision number of the associated document.
- Description. Enter a brief description of the document.

Click Save to create the document; click Cancel to return to the document list without saving the document.