---
alias: tutorials-document-management-scenario-create-organize-documents
description: "Create an internal and an external document, organize them in folders, and approve them"
---

# Create and Organize Documents

In this scenario, you will learn how to:

- Create folders.
- Create an internal and an external document.

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!!! info
    For more information, see:

    - [[tutorials-howto-createfolderfordocument]]
    - [[tutorials-howto-createdocument]]
    - [[tutorials-howto-viewdocument]]
    - [[tutorials-howto-downloaddocument]]

## Sequence of Steps

### 1. Create the Folders

Note that **Document**s must belong to a folder and all folders must have a parent folder.

1. In the left side menu select **Quality**.
2. From the Quality panel, select **Documents**.
3. In the left side panel, select the `Documents` folder.
4. Select the three dots next to `Folders`.
5. From the dropdown menu, select **New Folder**.
6. Write the folder name. For example, `Document Example`.
7. Select **Create**.

Create a second folder with name `Document Example 2`.

![Documents page with the new folders.](images/create_folder.png)

### 2. Create an internal document

1. In the left side menu, select **Business Data**.
2. From the Business Data panel, select **Document**.
3. Select a **Change Set**.
4. Select **Next**.
5. In the **General Data** wizard, fill in the **Name** of the document. For example, `Doc-001`.
6. Select the **Type** of the document.
7. Set the **Source** to `Internal`.
8. Select the **Folder**. For example, `Document Example`.
9. Select **Create**.
10. In the top ribbon, select **Request Approval** to submit the document for approval.

    ![Creation of an internal Document.](images/create_internal_document.png)

For more information, see [[user-guide-create-document]].

### 3. Create an external document

1. In the left side menu, select **Business Data**.
2. From the Business Data panel, select **Document**.
3. Select a **Change Set**.
4. Select **Next**.
5. In the **General Data** wizard, fill in the **Name** of the document. For example, `Doc-002`.
6. Select the **Type** of the document.
7. Set the **Source** to `External`.
8. Write the **Content Link**. For example, `https://www.criticalmanufacturing.com`.
9. Select the **Folder**. For example, `Document Example`.
10. Select **Create**.
11. In the top ribbon, select **Request Approval** to submit the document for approval.

    ![Creation of an external Document.](images/create_external_document.png)

### 4. Organize the Documents

1. In the left side menu select **Quality**.
2. From the Quality panel, select **Documents**.
3. Select a **Document**, and then select **View**, **Download**, or **Open** to confirm that the content opens.
4. Drag each document to its folder.

    ![Documents in their folders.](images/documents_list.png)

## Expected Result

After you complete this scenario, both documents are visible in their folders, with state `Effective`. You can now associate the documents with a Step and a Product so that operators can access the relevant documentation during their workflow.

## Next Scenario

Continue with [[tutorials-document-management-scenario-material-track-in]].