---
title: Adding a Document Record
description: "How to Add a Document Record ## Accessing Document Manager Navigate to **Document Management **from the left menu, ![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Management-Module-Menu.webp) Select the **Plus** icon from the top right, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Add-Stub-Option.webp) ## Enter Document Details Enter the desired details about your **Document**, including the…"
url: "https://support.symbiant.co.uk/kb/adding-a-document-record/"
updated: "2023-11-02"
category: Document Management Basics
tags:
  - Add
---

# Adding a Document Record

How to Add a Document Record

## Accessing Document Manager

Navigate to **Document Management **from the left menu,

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Management-Module-Menu.webp)

Select the **Plus** icon from the top right,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Add-Stub-Option.webp)

## Enter Document Details

Enter the desired details about your **Document**, including the **Summary** (Name), **Details**, and Date the Document is Active.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Details-1.webp)

Then Select the **Type** of Document, this will determine the Document Reference (More Information: [Document Reference Logic](https://support.symbiant.co.uk/kb/setting-up-document-types/#1-toc-title))

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Type-Addition.webp)

Then Select the **Division** that's responsible for the Document, and the **Division** the Document is used by, finally any **Document Owners**.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Details-Auth.webp)

Then create a new Document Revision, here is where you add the actual document files,

You can also include the Source File if you want the core file to be in an optimised format, *(Such as a PDF)*, while the source file could be the editable Word Doc.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Details-Document.webp)

Lastly, select any applicable grouping properties, this aids in finding documents more easily and for filtering with Reporting.

![](https://support.symbiant.co.uk/wp-content/uploads/2023/11/Document-Details-Grouping.webp)

When finished, save at the top right.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Add-New-Save.webp)

Repeat the steps above to add more Documents to the Module.