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 Ribbonribbon section,section select: Select the desired document type using the document type selector. For more information on this selector/input, click here.

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3. In the Blue Ribbonribbon section,section select: Select a party type.

Document variables section : If the system setting allows for manual entry of the document number, specify it accordingly. If the setting is configured for system-generated document numbers (as is the case by default), leave the input as is. Document variables section : Choose a specific party for the new document you are generating using the given hybrid input. The dropdown of this hybrid input only displays entities of the type determined by the party type selector.selector Forin morethe informationblue onribbon thissection. selector/input,If clickthere here.is solely one entity of the chosen party type in the database, that entity will be automatically assigned as the specific party for the document, and the specific party selector will be deactivated.