Profile Your Document

1. Select Create$>$Documents from the menu, or press the 'Documents' button from the toolbar to display the "Document Card" screen (see figure 4.1).

   Figure 4.3: Document Profile

   

2. Press the 'New Card' button to enter data about the document you are going to create. DocPoint auto-completes most of the fields in order to save you time. The following items highlighted in yellow are mandatory:

   Writer

   The writer's name.

   Date

   The document's creation date.

   Subject

   The document's subject title.

   Folder

   A suitable document folder.

   Ref

   A document reference number.

   Save In

3. It is optional to enter the following document characteristics:

   Keywords

   Classification

   Notes

   Addressee

4. After profiling the document, follow the instructions in the next section to learn how to create a document.