Introduction
To draft a new document (bill or SI/SSI), you will need to create a new project from the dashboard.
How to create a document (as part of creating a new project)
- From the dashboard, click on the + New button in the top right above the project tiles/list
- The system will ask you to provide the following information:
- Type (mandatory)
- Sub-type (only applicable to a subset of 'Type' options - mandatory)
- Title (mandatory)
- Procedure (only applicable to SI/SSIs - mandatory)
- When you have added the necessary details, click on the Create button
- The system will take you to the Editor, with the appropriate bill/SI/SSI template loaded and pre-populated with known text.
How to create an empty document (in an existing project)
- From the Project tab, click on the + New button in the top right
- The system will ask you to provide the following information:
- Folder
- Version description (must be unique across the whole project)
- When you have added the necessary details, click on the Create button
- The system will create a new document version and display it as a green tile (working version - editable) in the appropriate folder.
Hints and tips
- By default, any user in the same organisation as the document creator will have read/write access to it.
- When you create a new project, it will automatically be set as a 'favourite'
- The 'Type' and 'Sub-type' drop down menus are 'sticky' which means your last selection will be remembered when you create a new project
Bills only
- By default, a bill document template will consist of the Preface and Body. You can manually insert the front cover, table of contents and back cover depending on when/whether you need them
SP Bills only
- You can create budget bills, private bills and hybrid bills and the rubric at the top of the bill will be updated accordingly, as will the back cover bill type
SI/SSIs only
- By default, a SI/SSI document template will consist of the Preface, Preamble and Body. You can manually insert the Table of contents, Signature block, Explanatory Notes, Commencement history table and other preface-related elements depending on when/whether you need them
- The Procedure is used to determine whether the document is to be created with a Made or Draft document template. You can change the procedure later if it changes after you start drafting the document.