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Creating a document in an application

Updated on January 14, 2022

You can create a document to discuss information with other users in your application, for example, to discuss a job profile for your team. You can create a document by uploading a file or by using the rich text editor.

Note: The user who creates a document becomes the owner of the document.
  1. In the navigation pane, click Documents.
    Result: The Documents landing page opens.
  2. Click Create document.
  3. Enter a name for the document.
  4. Add content for the document by performing any of the following actions:
    • Create a new document by using the rich text editor.
    • Upload a local document.
    • Select a file from an external repository.
  5. Optional: To provide only relevant content for the users, grant access to the document to members of a space or case by performing the following actions:
    1. In the Available to section, select Limited.
    2. From the Select type list, select Space or Case.
    3. In the Name field, enter the name of a space or case.
  6. Click Publish.
Result: The document is added within the context of the application and is displayed on the Documents landing page.
What to do next: Discuss the document with other users by using Pulse, and reference the cases and spaces that the document is associated with.

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