How to create a new document

You can create a document directly in WebClient or upload it from your computer.

  1. Click New in Top Menu Bar and then select the appropriate option under Documents

  2. Figure. New document creation.

  3. Right-click at the top of documents list and select a document type

  4. Figure. Document type selection.

    • When the options dialog opens, fill in the name of the document and check location folder

    • To add description or tags, click Show more options

    • Click Create Document, it will be added to your list of documents

    Figure. Show more options.

How to upload a document

  1. Drag and drop file

  2. Right-click at the top of documents list and select Upload

  3. Figure. Upload.