Creating Document Phases

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the Document Management section, click Document Phase.
   Result: The Phases list window is displayed.
4. Click Action > Add.
   Result: The Phase entry window is displayed.
5. Enter the name of the new phase.
6. Enter a description of the new phase.
7. Click the Save button.
   Result: The new document phase has been added and the Phases list window is displayed.

See Also

Document Phases

Document Setup