Create document

    In this article

    Create File, Folder, Link

    Create N-document

    Reserve N number

    Document types

    Administration folder

    Resolutions management

    This article is relevant for: 

    Users with Documents Manager, and Contributor permission levels

    Create File, Folder, Link

    Please note

    • Files, folders and links can be created by users with Documents Manager and Contributor permission levels on the committee. 
    • Files can only be created in specific folders of the committee Library. For more information on Library folders' possible content and permissions, please read the article "Browse committee documents" linked at the bottom of this page. 

    To create a file, folder or link: 

    1 Open the folder in which you wish to create the document 

    2 Click on the + DOCUMENT icon from the left-hand menu.

    3 Select the type of document you wish to create and fill in the metadata.

    Please note

    If the + DOCUMENT icon is not visible, there are usually 2 reasons:

    • Make sure you opened a folder from the Library where you want to create the new document (one cannot create a document on the committee homepage)
    • You do not have sufficient permissions to create documents in that folder. For more information on Library folders' permissions, please refer to the "Browse committee documents" linked at the bottom of this page. 

    Create N document

    Please note

    • Only users with a Documents Manager permission level on the committee can create or edit a N document
    • General, Ballot, Decision, Meeting, and Project documents are Numbered documents with additional relevant metadata such as Document type, Expected action, etc. For more information on these, please see section Document types

    To create a N document:

    1 Open the folder in which you wish to create the document 

    2 Click on the + DOCUMENT icon from the left-hand menu.

    3 Select the type of document you wish to create and fill in the metadata. The type of document is important as it determines the available metadata. For more information on Documents types, please refer to the relevant article link at the bottom of this article.

    Please note

    If the  + DOCUMENT icon is not visible, there are usually 2 reasons:

    • Make sure you opened a folder from the Library where you want to create the new document (one cannot create a document on the committee homepage)
    • You do not have sufficient permissions to create documents in that folder. For more information on Library folders' permissions, please refer to the "Browse committee documents" linked at the bottom of this page. 

    Warning

    • It is not possible to manually select an N number (either for creation or for reservation). N numbers are assigned automatically and reused if the document is deleted before being published.
    • To reserve an N number, please create a new document without uploading a file. For more information, see next section.
    • Documents are created in status To be notified and are only visible and editable by the committee officers at this stage. The rest of the committee will not be able to access the document until the document is notified. For more information on how to Publish and notify document, please refer to the relevant article link at the bottom of this article.
    • When uploading documents for which the online preview is not satisfactory (e.g. Excel or zip files), you can disable the online preview. For more information on how to do this, please refer to the relevant article link at the bottom of this article.  

    Reserve N number

    To reserve an N number, simply create a document without uploading any file. The number will be kept for this document and the document created in the to be notified status. By default the document title is set to "Reserved N-Number" but can also be specified manually (or amended before notification).

    Once the document ready, from the document online reading panel, from the top right, click the Add version button to upload the file.

    Please note

    You will not be able to notify the document until attaching a file. Please refer to the related articles at the bottom of this article to read more about notifying documents. If deleted before publication, the N number will be made available for the next new document.

    Document types

    For Decisions (formerly known as Resolutions), the subtypes are automatically filtered out based on the type of committee ("Resolution" for TCs and SCs, "Recommendation" for WGs).

    Administration folder

    This folder and its content can only be viewed by users with a  Documents Manager permission level on the committee. The scope of this folder is to allow the committee Secretariat to store non-working documents, (i.e non N-document) used for administration purposes. In this folder N-documents cannot be uploaded, only non-numbered documents.

    Resolutions management

    From 2021-02-10 the management of resolutions documents will be revised to be harmonized between ISO, CEN and ISO Governance groups and allow for better searching of such documents. Resolutions will be referred to as Decisions and will reflect the fact that Technical committees and Sub-committees create "Resolutions" while Working Groups create "Recommendations"

    What is new?

      Before 2021-02-10 Now
    Folder name Resolutions Decisions
    Document type Resolution document Decision document
    Document subtype None Resolution, recommendation or decision

    What happened to the previous resolutions?

    All existing resolutions have been converted automatically to their corresponding new type (Decision > Resolution for TCs and SC, Decision > Recommendations for WGs). Long story short: there is absolutely no action item for Committee Managers or any other person involved in the committee!

Still need help? Contact helpdesk Contact helpdesk