# 17.2 Pre requisites to Create New Document

<span lang="EN-US" style="mso-ansi-language: EN-US;">Need to configure New Document (Certificates or </span>license)<span style="mso-ansi-language: EN-US;"> in <span lang="EN-US">settings.</span></span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Settings -&gt; Certificates &amp; </span>license -&gt; Add New Document**

[![settings-C&L-1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-sxoci6mn.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/IfDsettings-cl-1.png)

 **<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">1.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Dropdown</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** To select category types of assets, agents, vendor. Select any category results will be display in below documents list.</span>

**<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">2.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Search</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** To search the document with name.</span>

**<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">3.<span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Add Button</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** To add the new document either Certificates or </span>license. By default, certificate section will be highlighted.

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">**3.1.**<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">Add Certificate</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: Click on “add” button, below page will be display.</span>

[![settings-C&L-2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-sogpibxk.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/A4Dsettings-cl-2.png)

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Category field</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: Select any one category from the dropdown. </span>

[![settings-C&L-4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-whvzaiza.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/2DMsettings-cl-4.png)

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Tooltip icon</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: click on tool tip icon nearby “specification” field to view the specification concept for selected category.</span>

[![settings-C&L-3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-2fpd7p14.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/h6ssettings-cl-3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">  
</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot.</span>

[![settings-C&L-5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-b0tszreb.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/fAysettings-cl-5.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Every row of documents list has an option icon to edit or delete the document.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="text-decoration: underline;"></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Edit**: To edit/update the details in document (certificate).</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">**Delete**: To delete the document (certificate).</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">**3.2.**<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">Add License</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: Click on “add” button, below page will be display.</span>

[![settings-C&L-6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-8w5yxll0.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/ZsIsettings-cl-6.png)

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Category field</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;">: Select any one category from the dropdown. </span>

[![settings-C&L-7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-1odh8k9q.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/pXAsettings-cl-7.png)

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Tooltip icon:</span>**<span lang="EN-US" style="mso-ansi-language: EN-US;"> click on tool tip icon nearby “specification” field to view the specification concept for selected category.</span>

[![settings-C&L-9.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-gjc7qknc.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/hUgsettings-cl-9.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘license’ can display in first row of the table as shown by below screenshot.</span>

[![settings-C&L-8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-uoq77f2u.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/cYqsettings-cl-8.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Every row of documents list has an option icon to edit or delete the document.</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Edit: to edit/update the details in document (license).</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Delete: to delete the document (license).</span>

<div class="page-content" dir="auto" id="bkmrk--8">---

</div>