init/tracex_v07/issue-onboarding/2.step-2-create-controlled-document.md

class, title, status, assignee

class	title	status	assignee
tracker:class:Issue	📄 Step 2 – Create your first controlled document	Todo	${creatorName@global}

Quality documents are a core part of the Controlled Documents module. They’re used to manage compliance content such as Standard Operating Procedures (SOPs) and Work Instructions (WIs).

⚠️ Tip: To follow this guide and complete the steps at the same time, we recommend opening two browser windows — one for this guide and one for the Controlled Documents module.

ℹ️ To simplify your onboarding and help you explore the modules freely, we’ve temporarily disabled roles and permissions.
If at any point you’d like to enable role-based access control, you can do so by going to:
Settings → General → Enable role-based access control .

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✅ Follow These Steps

1. From the menu on the left-hand side, select the Controlled Documents module.

Note: Make sure the Controlled Documents sidebar is open on the left side - if you don’t see it, click the two horizontal lines = to reveal it.

2. Click the blue + New Document button at the top left.

🎬 Watch how to do it:

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Then complete the steps in the creation wizard:

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🧭 Step 1: Select the space and parent

• Choose the space where your document will live.
• The space controls the roles and access permissions (disabled for onboarding) so you can explore freely.
• Choose whether the document is top-level or a child of another document.

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🧩 Step 2: Choose a template

• Select a template that matches your document type.

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📝 Step 3: Enter document info

• Fill in the title, description, and the reason for creating this document.

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👥 Step 4: Assign the team

• Assign Co-Authors (optional), Reviewers (optional), and Approvers.
• Since you’re the only user in this workspace for now, simply assign yourself to keep the approval workflow moving.

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✅ Once you're done, click “Create Draft” to begin editing the document.

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🎉 Congratulations! You’ve now completed Step 2 ✅

Next: ✍️ Step 3 – Edit and manage your draft document ➡️ 3. step-3-edit-draft.md