Creating a document

Note:  When you create a document, copy a standard document template from the library and modify it.

Your library has a document template for a wide variety of subjects. To view the available document templates and their properties, see the Content Matrix Workbook. The workbook is available at www.inforxtreme.com.

  1. Access the document manager.
  2. Select Add new document > Add from Organization.
  3. In the Add Method field, specify Copy.
  4. Select one or more documents and click Add.
  5. Close the window.
  6. In the document manager, search for the name of your new document using the name/tag search field.
  7. Select the document from the results. The document is ready for editing.