Add a New Site

Use the Sites grid of the Document Management form to add a new Document Management site.

To add a new document management site, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Document Management.
2. In the Sites grid on the Document Management form, click Insert.
3. On the Select Template dialog box, select Template/Site Definition to add a new site.

   The drop-down list displays all SharePoint template and site definitions that are available to security roles with the appropriate access. You can add document libraries and folders to this new site.

4. Use all capital characters to enter the Title of the site.
5. Optional. Go to the following Microsoft Knowledge Base article for a list of characters not allowed in titles: http://support.microsoft.com/kb/905231.
6. Click Apply, then click Save.

   Certain options and fields are disabled until you save the new site.