Quick Guide: Creating a New Document

---

To create a New Document – 

• Click the New Document button next to the user’s initials on the top right of the screen.

Step One – Document Details

• Enter the First Name, Last Name, and Email Address of the individual creating the Document.

• Enter Company Name
  • If the name is already in the system, it will auto populate upon typing.
  • The user can enter more than one Company Name.

• Select whether the Document is for “a new Docket” OR “an existing Docket”.
  • If “an existing Docket” is selected, the user will then be able to type in the existing Docket number. 

• Enter Description of Document in freeform field.
  • Data entered into this field can be found using the “Description” filter at a later point.

• Click Next
  • The user also has the option to click “Save” – the Document will be listed on the user’s Dashboard under the “Pending” filter until further action is taken. 

Step Two – Public

• Click “Select File” or Drag and Drop to upload any Public attachments.
• Click “Next” to continue.

Step Three – Trade Secret

• Click “Select File” to upload any Trade Secret attachments.
• Click “Next” to continue.

Step Four – Internal

• Click “Select File” to upload any Internal document attachments.
• Click “Next” to continue.

Step Five – Summary

The Summary screen is where the user can access all information input in the Regulatory Record Document wizard, as well as the History of the Document.

To Assign the Document for further review:

• Select Industry dropdown to choose from the following options: Administrative, Agents and Agency Licensing,Electric, Gas, GUFPA, Insurance Product Regulation, Legal, Power and Safety Fire.
• If utilizing the Work Group feature in your workflow, select accordingly. Otherwise, keep the Make a Selection default setting. 

• Select Person you wish to route the Document to from the dropdown. 

• Enter any Internal Routing Notes into the freeform field provided. 

• Click Save

The document will then be routed to the assigned Person for further action and Administration will need to stamp and approve.

---