Creating a Document Family

You can create a document family within a document library, or within another document family.

The types of objects you can create might be limited by configuration settings that govern the Librarian role.

Required access roles:

  • Baseline: Leader
  • App-specific: Librarian

  1. To create the document family from within a document library or document family:
    1. View the list of libraries. See Libraries List.
    2. Click the name of the required document library.
    3. To create the new document family within an existing document family, continue clicking document family names until you reach the required level.
    4. Click Actions > Create New from the page toolbar.
  2. Enter these details for the object:

    Field Name Description
    Type To create a general class or part family instead of a document family, click and select an available type from the list.

    If you change the type, IP Classification refreshes the page and display fields or information appropriate to that type.

    Title Enter a title for the object.
    Description Details about the object.
    Created On To enter a date other than the current date, click and select a date.
    Policy Select a policy from the list. Your system might only have a single policy available.
    Owner Defaults to your user name. To select another user, click and select a person from the list or start entering a name and select from a list of matches.
    Approver Click and select a person from the list or start entering a name and select from a list of matches. This person is responsible for approving the promotion of the object.
    Notify Click , perform a search, and select one or more users to be notified that the object has been created.
    Create In If you started this procedure from within a document library or document family, this field shows that library or family name. You can change this if required. You can click to select a Document or General Library. If you want to create an orphan object (no parent), leave this field blank.

    If you do not have permission to create, orphan objects, you must enter a value in this field. A Document Library must be approved by the Reviewer before you can select it here.

    Message You can edit the default message as required.
    Add To Folders To add this object to a folder, click for Add to Folders and select a folder.

  3. Click OK.