Create documents in Team Folders and Secured Folders

In Team Folder and Secured Folder libraries, you can create new AODocs documents from scratch or upload existing files.

Create new documents
Import existing files


Create new documents

1. Access your library homepage, a view or a document and press New.

2. Select the type of document you want to create.

3. Select one of the document classes configured by the library administrators and press Create document.

Notes: You'll skip this step if:
- you are in a Team Folder library
- there's only one document class in your library
- you pressed New in a view - in this case, the document is created in the document class associated with the current view. However, if your library administrator has allowed the display of documents from other classes in the view, you do need to select the document class.
- you pressed New in a document page - in this case, the document is created in the same document class as the current document.

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4. Enter the title of your document and press OK.

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5. If there are mandatory properties to fill in, the document creation page opens. You can see a banner if your document has mandatory properties that haven't yet been filled in.

If there are no mandatory properties to fill in, your document opens. You can start editing your document.

6. Press the Edit button and fill in the properties of your document. The mandatory properties for the document are marked with a red star.

Note: You can't save the document without filling in all the mandatory property fields.

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7. If document relations have been set up by a library administrator, you can press the Add related documents button and add one or more relations or create a related document. Learn more: Use document relations.

8. If required, add a description to your document. The rich text field can include:

The description is displayed in the Properties panel of the document. The text in the description is searchable by the AODocs search bar.

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Note:
- The description field may be mandatory if the field permissions are managed by workflow states.
- You can only insert images in the description once you have saved your document.

9. Press the Save button to create your document.


Import existing files

1. Access your library homepage, a view or a document and press New.

2. Select Import or upload an existing file.

3. Select one of the document classes configured by the library administrators and press Create document

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4. Select one or more files. You can:

  • drag and drop files to the popup
  • select files from your computer
  • access Google Drive and select the required files from the tabs

Important: You can't upload files from your computer if you're using the Files feature on a Chromebook. You must select your files from Google Drive instead.

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5. Press Upload.

6. If there are mandatory properties to fill in, the document creation page opens.

If there are no mandatory properties to fill in, your document opens. You can start editing your document. 

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