Register a document

Depending upon the Document Registry system options, registering a file will either leave the file where it is and link to it, make a copy of the file in the Document Registry or move the file into the Document Registry.

Note: A Document Registry system option allows default draft promoters to be automatically assigned when files are registered.

How to access the Document Registry

1.	From the File menu choose Add Single File.

2.	Locate the file and click Open.

3.	In the Details tab provide any related information.

Note: The seven category drop-down fields are defined by an administrator. For more information see Defining category drop downs.

The following document registration tabs are also available:

Controlled Copyholders

Users who have controlled copies of the document should be listed here. To add a copyholder click Add New Copyholder . Then click Select User to add a user.

To remove a controlled copyholder, select the user and click Remove Copyholder(s) .