Contributor - Creating a Draft Document

In the Contributor View, in the Documents List section, click on the New Document button at the top right or the center of the screen.

Complete the required fields in the drop down menus to create a new report.

Once the Create button is clicked, Microsoft Word will open, displaying the appropriate template for the type of report you have selected.

The table below explains the numbered field values as well as their functions.

Zone	Explanation
1- Document Number	Document Number field can be added to the Document Template if Document Numbering has been enabled by your organization. This field will pull from the Document Details into the Word Document automatically. Example of a Document Number is: 2023-XX- XX.
2- Title	The Title field is used to capture how the the report will appear on the Agenda. Commonly referred to as the Subject or Agenda Title.
3- Meeting Date	Meeting Date will pull from the Document Details screen when drafting a new Document. Users will no longer need to type the meeting date or use a calendar picker to populate the date.
4- Meeting Type	The Meeting Type field will pull from the Document Details screen directly when creating a new Document.
5- Recommendation	The Recommendation field will extract from the report into eScribe and becomes a Motion.