To create a new document, click the New link in the document tree.
A new document can also be created from any folder menu, click the Add new document link.
If a document is created in a custom folder then it will automatically be added to that folder as well as the default documents folder
Or click the Use now button from within a published template.
The new document window will appear. Choose from either
· Create a blank document - Creates a completely blank document.
· Create document from template - Choose any published template to create your document.
· Import document for online editing - Select a pre-formatted word document to import (DOCX format only).
· Upload spreadsheet for online editing - Upload a spreadsheet to edit or view (XLSX format only)
· Upload read-only document - Upload a variety of file formats that can then be viewed in a document.
Set the document name, department, document type and language version.
Note: If there is only one document type in the system this option will not show.
The document creator will automatically be assigned the role that has been configured in the User roles.
Select other user(s) and roles
Note: If any default roles are assigned in the Internal user manager those users will automatically be added. You can edit the role by clicking the pencil icon or click the x to delete them.
The document will now be created.
