Creating a new document part number

Note:

This topic relates to the Cross-platform MS Office Add-in. For details on using the Office (Win) Add-in, see Office (Win) Add-in.

Using the Office Add-in, you can create a new document part number, prior to uploading a draft or issue.

To do this:

  1. Use the Office Add-in Browse tab to locate the category where you want to create the new document.

  2. Click the three dots to the right of the category and choose New > Document.

    The Create new document dialog will be displayed.

  3. Enter the CognidoxTitle, and select a Document Type.

  4. Click OK.

    The document part number will be created in Cognidox. It will automatically be highlighted in the Browse tab.

  5. Right-click on the part number in the Browse tab and choose Upload > Draft or Upload > Issue from the context menu.

  6. Enter a comment in the Upload document dialog and click Upload.

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