ELMA document incorporates the document data - attributes, versions and other information on the document page. Documents are stored in the document storage; they are used for storing, systematizing, exchanging, editing and sorting information. The document page contains all the information on the document (general information, versions, access permissions, document tasks and so on).
There are several ways to create a document in ELMA:
There are several ways to select the document type:
click in the drop down list. This list displays all the document types in the system, the current user has permissions to. To go to the next step, click Create;
click one of the five last used document types below the document type selection form.
Name *– name of the created document. This field is required. You can enter the name manually, or it can be generated, if a template is configured in ELMA Designer.
Parent Folder – folder for the created document.
When you create a document in a particular folder, this folder path is added to the Parent Folder field.
If you do not have "Create document" permissions to this folder, the My Documents folder will be used. The following notification will be displayed (fig. 7).
Fig. 7. Notification that a user does not have access permissions to save files in a folder
This folder is also used by default, when you create a document with the Create Document button on the main page or the system main menu. You can specify a folder, when you create a document. This is possible if the default folder is specified in the document type (Administration – Document Management – Document Types, Common Settings tab).
You cannot change the parent folder, if the Forbid to change the default folder box is checked in this document type settings. This setting is available to the system administrator in Administration – Document Management – Document Types.
If the Parent folder field was empty when you clicked Save, the document will be saved to the My documents folder of the current user and you will see the following notification (fig. 8). It doesn't concern the cases when a document type has a default folder (in this case the document will be put in the default folder).
Fig. 8. Notification that the document will be saved to the My Documents folder
Inherit parent folder permissions – the document will automatically inherit permissions of the folder, in which it has been created.
3. Version. You can attach a file from a PC or a scanner.
Attach a file from the computer, Attach a file from the scanner – attach a file to the created file.
Make it Current:
Yes – the attached document version will be saved as "Current".
No – the attached document version will be saved as "Draft".
ELMA will remember which option was chosen in the Make it Current field and will automatically use it the next time a document is created. You will be able to change it if necessary.
4. Advanced.
Description – description of the created document.
The General Information, Version and Advanced units are on the creation form of all the document types.
To save the changes, click Save in the system toolbar.
Create a document with Drag-n-Drop
In ELMA, you can create documents with Drag-n-Drop (fig. 9), i.e. by dragging a file from the file manager to an ELMA folder.
Fig. 9. Creating a document with Drag-n-Drop
To create a document with Drag-n-Drop, open the file manager on your computer and the ELMA folder to create a document in. Click the required file in the manager, hold it and drag it to the ELMA folder page (fig. 9).
A document of the type, specified in the Drag-n-Drop settings, will be created in ELMA. By default, the "File" documents are created, when using Drag-n-Drop. To learn more about the Drag-n-Drop settings, see the respective Help section.
in the drop down list. This list displays all the document types in the system, the current user has 
