CAA Product Help

Here we are creating a new document which will get checked-out and then checked-in. The field labels are fairly self-evident.

Categories and classifications are defined using the Options tab. In Options, you see a button for configuring categories and another for configuring classifications.

If you need more fields to contain other information you may have, you can click on the Options tab and use Configure Optional Fields.

Once you press Create Document, all the information is stored and you'll see a new line on the People View control panel.