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Upload a document
If you want to upload a document located locally on your PCcomputer, you can click Upload a document to open your folders and upload the file.Create from template
To create a new document from a template, click Create from template. You will then see a list of documents that are marked as templates. Select the template document that you want the new document to be based on and click Create document based on selected template.
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Note: Documents created from templates are assigned the same filename and description as the template document. Edit the filename and description before leaving the page to make it easier to maintain control of your documents. |
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Info: To edit the contents of the document created from the template, click Edit file directly. The Relationships tab displays which template document the created document was based on. |
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New Word document and New Excel document
Creates These options creates a blank Word or Excel document. Assign the document a filename and a description, then click click Save. Edit other metadata if you wish. Edit the contents of the document by clicking edit file directly.New hyperlink
It is possible to create a hyperlink as a document with associated metadata. This provides the same options as for other documents such as PDF, Word and Excel in that they can be linked to records in other modules.
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