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Creating a document in an application

Updated on May 11, 2022

Create a document to share or discuss information with other users in your application. For example, you can create a document and then use Pulse to discuss the document with your team.

Before you begin: Ensure that you have the Documents page added to the main menu of the portal in your application. For more information, see Organizing the main navigation for a portal. The user who creates a document becomes the owner of the document.
  1. Depending on the purpose of your document, create a document in one of the following places:
    ChoicesActions
    To share general information, for example, the latest quarterly results of your organization, create a document on the Documents landing page.
    1. In the navigation pane of your portal, click Documents.
    2. Click Create document.
    3. Enter a name for the document.
    4. On a selected tab, create document content in the rich text editor or select a file from a local or external repository or system.
      The options depend on your settings. By default, you can create a new document by using the rich text editor or upload locally saved documents.Note: To enable users to download documents from external sources, configure external sourcing options in your application. For more information, see Sourcing attachments from external storage.
      An example of document creation options on the tabs of the New Document dialog box
      An example of document creation options on the tabs of the New Document modal dialog box.
    To add information to a case, for example, an invoice in a Sales Order case, create a document from the case.
    1. Open the case in which you want to create a document, and then click Expand the utility pane.
    2. In the Files & documents section, click the Manage files and documents icon, and then in the Manage content dialog box, on a selected tab, create document content in the rich text editor, or select a file from a local or external repository or system.
      The options depend on your settings. By default, you can create a new document by using the rich text editor or by uploading a locally saved document.Note: To enable users to download documents from external sources, configure external sourcing options in your application. For more information, see Sourcing attachments from external storage.
    3. Click Submit.Result: When you upload a file or use the rich text editor, the system creates a document in the background.
    To add information to a space, for example, a job profile in the Hiring space, create a document from the space.
    1. Open the space in which you want to create a document,
    2. On the Activity tab, click Expand the utility pane icon, and then click the Related tab.
    3. In the Files & documents section, click the Manage files and documents icon, and then in the Manage content dialog box, on a selected tab, create document content in the rich text editor, or select a file from a local or external repository or system.
      The options depend on your settings. By default, you can create a new document by using the rich text editor or by uploading a locally saved document.Note: To enable users to download documents from external sources, configure external sourcing options in your application. For more information, see Sourcing attachments from external storage.
    4. Click Submit.Result: When you upload a file or use the rich text editor, the system creates a document in the background.
  2. 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 New Document dialog box, in the Available to section, select Limited.
    2. In the Select type list, select Space or Case.
    3. In the Name field, enter the name of a space or case.
  3. Click Publish.
Result: The document is added within the context of the application and is displayed on the Documents landing page.

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