In the Documents Dashboard, users can create a new document by clicking the [icon name="circle-plus" prefix="far"] Create Document button on the right of the page.

Clicking the [icon name="circle-plus" prefix="far"] Create Document button will open the New Document dialog where you will be directed through the process of creating a new document.

Creating a New Document

1. Specify New Document Information
   For Step 1, select a Document Type from a dropdown menu of default templates, complete with guidelines and outline options.

   

   From there, you will be prompted to input a document Name, Number (optional), and Description (optional). Then, click the Next button.

   

2. Choose a Document Template
   For Step 2, select a Document Template from the dropdown menu of options for your specified Document Type.

   

   Finally, click the Finish button to save and automatically open your new document.