Document records are based on your Document Requirements; however, you can use Supplier Management (SM) to manage all your regulatory documents. Follow the steps below to create a new document record and upload a new document.
Method 1
Step 1: Navigate to the Documents tab.
Step 2: Click 'New' at upper right.
Step 3: Input all appropriate information in all white (not grayed out) fields.
The options available in the 'Type' dropdown field come from selections made in Configuration. Navigate to Configuration > Document Types > Edit Record (or New) > 'Available in Tabs' and select which tabs you would like the document type to be available in. In this case, you would select 'Documents' at minimum. Click Save to apply the changes.
Step 4: Click 'Browse' to find the folder on your computer in which you want to save the document.
Step 5: Click 'Save'. This will download a copy of the document to that folder on your computer.
Method 2
The Document Analysis Service helps you upload and categorize your documents in bulk instead of manually doing so one at a time. You can verify the document type, effective dates, document status, and even assign a workflow.
Step 1: Navigate to the Documents tab, then select the documents you want to upload. Drag and drop your documents onto the DROP FILES HERE zone at the top of the Documents page.
Step 2: Verify the information in the Document Upload Analysis window.
Step 3: Assign an effective date for each document.
Step 4: Click 'Save'.
Turn Bulk Upload Off
Simply go to any of the three Doc Auto-Assign locations mentioned above in this article and set the toggle in the 'Off' position. Once turned off, you will only be able to manually add individual document types one at a time.
This toggle auto-sets to "On" at every startup, so you will need to turn it off every time you log into to TraceGains.