1.5 How to Create A New Document

After creating the folder, the next step is adding a document to that folder for which you have to perform the given steps.

  • Go to Home > Document Centre.
  • Press the (+) icon given on the toolbar. It will open the page of Creating New Document.
  • Here you will notice three sections i.e. Basic Information, Description and File Information.
  • Provide the required information.
  • Once you are done with filling form, click the Save button to save the new document.

You can verify the created document on home page of online document centre. There you will notice it listed among other documents in the respective folder.

 

Basic Information  
Title Mention the title of the document
Folder name Mention the folder name in which the created document will be stored.
Assigned to Mention the name of group or user to whom the document has to be assigned.
Description Mention additional details about the document.
File information  
Download type Mention the download type whether it is external or internal.
File name In case of external download, mention the URL address and in case of internal download, mention the file location.
Active Check this option if the document has the status of being active.
Version Mention the version of document.