There are three required fields on the Document (create) form: Individual, Document Type, and Record Valid From. The same form is used for all document types—for each document type, you will need to enter only the data, specific to document type.
The "Document (create) form"
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In the Series and Number fields enter the document number.
In the Issue Date field, select the date when the document was issued by the authority which you can specify in the Who Issued By field.
In the Validity Period field Expiration Date field, select the expiration date of the document.
In the Department Code, specify the code of department responsible for issuing the document.
The date in the Record Valid Effective From field field shows when this document was registered in the system. By default, the current date is selected, but you can select another date.
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After filling out the form, click the Save button to save your work or the Save and close button.