{"id":7807,"date":"2019-03-08T12:22:25","date_gmt":"2019-03-08T12:22:25","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=7807"},"modified":"2025-09-10T17:18:03","modified_gmt":"2025-09-10T17:18:03","slug":"general-document","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/general-document\/","title":{"rendered":"New General Document"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>New Document<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><span>1. In the left navigation menu, select <strong>unroll Documents<\/strong>.<\/span><\/p>\n<p style=\"text-align: justify;\">2. <strong>Click on My Documents<\/strong>\u00a0view or <strong>All Documents<\/strong> view.\u00a0<span><\/span><\/p>\n<p style=\"text-align: justify;\">3. <strong>Click on\u00a0New document<\/strong>.<\/p>\n<p style=\"text-align: justify;\">4. <strong>Choose\u00a0document<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/new-document.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;new-document&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>4. Choose\u00a0<strong>New document<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p>5. Complete all header details.\u00a0<strong>Mandatory fields\u00a0are red underlined (can be different by company\u2019s settings)<\/strong>.<\/p>\n<ul>\n<li><span>Category and Tags help you to filter your Documents.<\/span><\/li>\n<\/ul>\n<p>6.<strong>\u00a0<\/strong>Create your own content in the <strong>\u201cType here\u201d<\/strong> section.<\/p>\n<p>7. Press <strong>SAVE<\/strong> button.<\/p>\n<p>[\/et_pb_text][et_pb_image show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/new-document-1.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;-35px|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;new-document-1&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"color: #000000;\">8.\u00a0<\/span><span style=\"font-size: 16px; color: #000000;\">Perfect! The new document is created. If you want to print it, use the print icon and you have a nice document ready to be sent to your business partners.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/document-print.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|274px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;document-print&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Document1. In the left navigation menu, select unroll Documents. 2. Click on My Documents\u00a0view or All Documents view.\u00a0 3. Click on\u00a0New document. 4. Choose\u00a0document.4. Choose\u00a0New document. &nbsp;5. Complete all header details.\u00a0Mandatory fields\u00a0are red underlined (can be different by company\u2019s settings). Category and Tags help you to filter your Documents. 6.\u00a0Create your own content in [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-7807","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7807","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=7807"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7807\/revisions"}],"predecessor-version":[{"id":987518422,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7807\/revisions\/987518422"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=7807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=7807"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=7807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}