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Creating a new Area is easy, and this short tutorial walks you through the simple steps to do so.

Create an Area (00:58)



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Create an Area

  1. Click the Admin tab
    adminTab.png

  2. Under the Site Data column, click Areas
    Areas.PNG

  3. Click Create New Area
    Create_new_area.PNG

  4. Provide a name, default number of days until expiration, and select an Approval Workflow. Best practice is to have the Area match the name of the Approval Workflow.

    Area_Settings_Blank.PNG

  5. Click Create New Area

NOTE:  Newly created policy areas will not display under the Area tab or other active area locations (such as CSV reports) until a document is approved that has that area assigned as a property.  Once a document is completely approved, the newly created area will display under the Area tab.

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This article applies to the following user roles:

siteAdmin.png

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