Who is this article for?

Users who maintain Document details.

Document Content Manager (EQMSCONT) or higher permissions are required.

Document Topics can be associated with a Document and used to ‘group’ similar documents across Document Control Types. This enhances the Search functionality.

1. Accessing Document Topics
2. Creating Document Topics
3. Amending Document Topics

1. Accessing Document Topics

To access Document Topics:

1. Navigate to Document Manager.
2. Switch to the "Documents" tab.
3. Select Document Topics on the left.

2. Creating Document Topics

To create a Topic:

1. Click the New Topic icon, located above the column heading.

2. Add a Description for your Topic.
3. Click Save.

Unable to modify a greyed out field?
ID and Date Modified fields are unchangeable and default to a specific value.
'ID' defaults to a number in a sequence and is set by the module. 'Date Modified' defaults to when the creation took place.

3. Amending Document Types

To remove a Topic, click the Cross icon next to its record row in the Topic list. You will need to remove the Topic association from all Documents before you are allowed to delete the Document Topic.

To edit a Topic:

1. Click on a Document Topic to display the Topic Details screen.

2. Modify the Description.
3. Click the Save icon.