Using the Create Manage Document App
1. Go to the SmartDMS Site in SharePoint.
2. Click Create New Document from your menu (most likely under admin menu).
You will open a page with the Create Managed Document app embedded as below.
3. Follow the steps in the app and fill in all requested fields.
4. Once complete click Create Document.
5. The new document based off your selected template will be created and added to the SmartDMS library with all the metadata added to the document for you. (Allow a few minutes for the document to be created).
6. Navigate to the library. Locate your file and open it.
7. Edit the document as required. Note:
Only the selected owner will have edit access. Owners can grant edit access to other users.