Create a document

The feature described in this Help topic is available only if any of the following versions of both Office SharePoint Server 2007 and Microsoft Office Enterprise 2007 are installed: Chinese (Traditional), Chinese (Simplified), Japanese, or Korean.

  1. From the Personal folder displayed on the left of the home page, select any folder to display the contents of that folder on the right side of the screen.

  2. To display available templates, from the taskbar displayed on the top right side of the screen, click New. If the template you are looking for is not in the list, contact your administrator.

  3. Select the template for the document to submit for approval. The selected template opens in the appropriate program. Group Approval supports files created in Microsoft Office Word 2007 or Microsoft Office Excel 2007.

  4. Create an approval document in the program. Leave the document number field blank as a document number is automatically assigned later when the approval process begins after the document is submitted.

  5. Enter necessary information on the document information panel. The Open Scope drop down box decides the user scope who can view a document after it to approval process is finished and saved to the Archival folder. Documents set as Private are accessible to only those involved in the approval process , and documents set as Public are accessible to all members for viewing within the organization. Default value is Public.

  6. Start approval process by clicking Start on the message bar.

  7. Click Save after entering a name in the Save As dialog box. The dialog box displays only those files that you have created among the files stored in the server. However, make sure that it is a unique file name in the organization because the files created by other users are also stored in the server. When there are already files with the same name, you are warned that there are files with duplicate file names. An error may occur that you cannot make a new form when you are saving a file. Then, verify whether you are registered in Administrators or in Power Users Group on the system that you use currently. You also need Write permission on the server. Contact your administrator if you have problem.

  8. Continue the approval process using the Group Approval dialog box. Please refer to the Submit a Document for details. Click Close if you only want to save, and to start the approval process later.

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