Creating Documents

Last modified on February 26th, 2018.


Within 'Documents View,' users can create a new document by clicking the '+ New Document' button on the right of the page.

Clicking the '+ New 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

    On step one, select a Document Type from a drop-down 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

    On step two, select a 'Document Template' from the drop-down menu of options for your specified Document Type.

    Then, click the 'Next' button.

  3. Congratulations!

    On step three, click the 'Save' button to save and automatically open your new document.

     

Creating Documents

Last modified on February 26th, 2018. 


Within ‘Documents View,’ users can create a new document by clicking the ‘+ New Document’ button on the right of the page.

Clicking the ‘+ New 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

    On step one, select a Document Type from a drop-down 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

    On step two, select a ‘Document Template’ from the drop-down menu of options for your specified Document Type.

    Then, click the ‘Next’ button.

  3. Congratulations!

    On step three, click the ‘Save’ button to save and automatically open your new document.