How to create a document
Key point: Create a document from the group homepage, discussions page, tasks page or the documents page, or when creating an xref.

Prerequisites

You must have a role of contributor or higher.

The ”Plus button” is context-sensitive and defaults to the current folder. In the documents page, you can navigate to the location you want to create the document in using the folders panel on the left or selecting your folder in the main section.

When viewing the group homepage, discussions page, tasks page or the documents page:

  1. Open the create document dialog:
    1. Click the plus button on the far right of the toolbar, then select the  Create document option in the drop-down.
    2. Alternatively, click the icon to right of the folder to display the folder menu then select the  Create document option in the drop-down.
  2. In the Folder field, navigate to a folder using the   icons or the  icon on the right of the field to change the location you want to create the document in (see preceding tip).
  3. Enter a title for the new document in the Document title field – restrict to maximum 250 characters.
  4. Select a document type in the drop-down.
  5. Following, on the right, click the  Show more details option. Depending on the document type selected at step 3, there might be additional fields to fill out. You can opt to:
    1. Edit the Filename.
    2. Add a Document ID.
    3. Add a Description to the document.
    4. Click an existing label or create a new label by clicking the icon then entering a name for your label. After selecting or creating a label, press ENTER to apply the label.
    5. Change the message settings – click one of the message icons. If you choose an option other than Silent, an email notification containing the title and description of the document is sent to group members about the creation of this document.
  6. Click the Create button to create the new document.