Publication Date: 8/17/2026 Share Print

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Create a TraxDoc for a Basic Document

TraxDoc/ Update/ TraxDoc Master/ TraxDoc Document, General Tab

A basic TraxDoc document can be files such as image files, text documents (Word, PDF), print captures, scans, etc. Regardless of the method that is chosen, the entered files can be converted to PDF and stored in TraxDoc. The original file (before PDF conversion) will also be stored in the system so that it can be revised later if required.

To create a TraxDoc, select the New but_new_small button from the TraxDoc Master window. First, populate all of the necessary fields in the TraxDoc Document, General tab.

For more information on all of the fields in this tab, refer to the TraxDoc Document Detail, General Tab.

In This Section

Enter a Category with appropriate Authorization settings

TraxDoc Explorer: New button > Import File button

View document in Preview Tab

See Also

Does the TraxDoc contain OEM data?

Create a TraxDoc for OEM Data

Top of Page Publication Date: 8/17/2026 Share Print