Users with appropriate authoring permissions ("Editor") can author a document in Kivo.
Authoring a new document is similar to Uploading Documents to Kivo.
Here are the steps to Author a new document.
Step 1: Choose Module Regulatory, Clinical, or Quality.
Step 2: Navigate to the Cabinet (e.g., Tobprufen) and Folder ( e.g., 2.3 Quality Overall Summaries) where the new document or content will be stored.
Step 3: Click on the Blue “+” at the bottom of the column and select "New Document."
Step 4: A window will appear where you can enter the document name and select a template if one is available in that location.
Step 5: If the cabinet or folder is configured to require metadata to be populated on document creation, you will enter required metadata as indicated by a red asterisk *.
Step 6: Lastly, click "Create Document" button.