How to create a new document.

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The instructions that follow are applicable to the creation of any of the listed document types. : {{@55#bkmrk_doc_list_of_types}}

It is crucial to note that documents, once created, are immutable, meaning they cannot be altered or changed. However, Paperless provides a feature to amend a document. Amending does not imply editing the original document, but rather, it involves recalling the information from the original document and creating a new version of it. This new version, although based on the original document, is a separate entity and is assigned a unique document number, distinct from the original document’s number. Thus, the integrity of each document is preserved, ensuring accurate record-keeping.

Instructions for creating a new document :

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2. In the Blue Ribbon section, select the desired document type using the Documentdocument Typetype Selector.selector. For more information on this selector or selector/input, click here.

3. In the Blue Ribbon section, select a party type using the party type selector. For more information on this selector/input, click here.