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Administrator - Creating a New Document

Geeta Nagpal
Geeta Nagpal

 

Administrators are able to create Documents  in a similar fashion as the Contributors from within their own Administrator view. Administrators will be able to see all Draft and Approved Documents  in eScribe, that have been created by all Contributors. Administrators can manage Documents here and click the "New Document " button to create their own draft report.

 

createreportadmin.jpg

 

Complete the Create Document pop out below and click Create to complete the report using the desired report template. 

 

createreport.jpg

Field Explanation
Document Name Title of the Document as it appears in the Draft List and on the Agenda as an attachment.
Meeting Type Meeting Type the report is associated to (Council, Committee of the Whole, etc.).
Meeting Date  The Meeting Date the Document is associated to. Changing the meeting date will change the value in the Deadline column.
Agenda Item Agenda Item refers to where the Document will be located on the Agenda. 
Department Refers to which Department from the Document  originated from. 

 

Document Number

Document Number is a unique number made up of variables that are appended to the Document Nam and will appear on the Signature Page.

Title

Text will appear once the user has entered their Title/Subject in the Word Document and will be extracted and displayed here. 

Description

Text will appear once the user has entered their Description in the Word Document and will be extracted and displayed here. 
Confidential Document 

By selecting the report as a Confidential Document, this allows specific users in the Department with access to closed session to view or edit the report accordingly.

  • Confidential Reasons are limited to 256 characters.
  • Confidential Reasons do not appear on any public facing documents. 
Sponsors A Sponsor is typically the person sponsoring the presentation of this report.
Comments Notes made from the Author of the report to the members in the Department as well as users who have access to the report.
 Attachments

Allows users to upload and edit attachment as required. Accepted file types are the following:

  • Word
  • PowerPoint
  • Image files
  • PDF
  • Excel

 

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