How to create new documentation from a file

Prerequisites

1. User has the role: x_steas_uh_core.case_worker

2. User is assigned to the case they want to create a document on

3. User has English as their chosen language

Steg

1. Open the case in UH Workspace

2. Navigate to the related item: “Documentation”

3. Click “New documentation”

4. Click on the new file icon (See figure 1 below)

5. Click “Upload documents”

6. Select the documents you want to upload

7. (Optional) Change which document should be the main document. The top document will become the main (See figure 2 below)

8. Click “Next”

9. (Optional) Change the title under “Title”

10. Select a Documentation type under “Documentation type”

11. Click “Next”

12. For each attachment:

    a. (Optional) Change the title under “Title”

    b. Click “Next”

13. Click “Create”

A new registration has been added to the list below “Documentation”

Figure 1: Location of new file icon

Figure 2: Caret icons