Creating Documents

You can create documents by dropping any file from your computer into any list view or by clicking New Document in the Start New Activity panel.

This task shows you how to:

Drop a File in a List View

You can drop a file from your computer into any list view and the app creates a document to contain that file.

If you drop multiple files, the app creates a document for each file using the file names as the document titles with your current credentials. You can drop up to 50 files at a time.

You cannot drop a file on an existing document to add it to that document, even if it does not contain any files. If you do, the app creates a new document for the dropped file.

Attachments

You can fill in the custom attributes of a created document and specify if a subtype will be attached as a specification or attachment.

You can:

  • Choose the file to upload.
  • Edit a document attribute.
  • Create a document using subtypes.
  • Specify whether the subtype is a specification or attachment.

Create Document from Start New Activity

You can use the Start New Activity panel to create a document.

  1. In the Start New Activity panel, click New Document.
  2. Enter these details:

    Field Description
    Credentials Shows the current collaborative space and your responsibility in it. If you belong to more than one organization, include the organization with the collaborative space and responsibility.

    To change, select the required collaborative space and responsibility combination from the list.

    You cannot change the collaborative space after the document is created.
    Title Enter a descriptive title for the document. If this field is blank when you add a file to the dialog box, the app adds the file name here.
    Description Enter a description or the use or purpose of the document.

  3. Drag a file from your computer to the drop zone, or click the drop zone to use the browser's file search dialog box to select the required file. You can only add a single file to the document.

    You can click x for the file to remove it from the document.

  4. Click Create.

The app creates the document in the In Work state. If your current view is My Documents or All Documents, the app adds the document to the list.

Note: If you refresh the widget before the next search index update, the document is removed from the list. By default, the index is updated every 5 minutes, but your Administrator can modify this interval to between 1 minute and 30 minutes. After the index update, you can refresh the widget again. Also, you can use 3DSearch to access your recent content (content that has not yet been indexed). When a document is updated or file is modified, a dialog window will appear so you can confirm your actions.