How to create a new document

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

  1. Click New in the Top Menu Bar and select a document type from the Documents section.

  2. Figure. New document creation.

  3. In the document dialog, fill in the name of the document and select the location folder.

    • Click Show more options, to add the description or tags.

    • Confirm with Create Document, and the document is added to your document list.

    Figure. Show more options.

How to upload a document

There are two options for how to upload a document:

  1. Drag and drop the file to upload the document to the specific folder.

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

  3. Figure. Upload.