Creating Documents

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 InformationOn 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 TemplateOn 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.