Adding a document

  1. Click + Add Document.
  2. Scroll or type to search for the document type of the new document.
  3. Select the appropriate document type.
  4. Select a template. For templates that are not blank, you can save the template as another document type.
  5. Optionally, drag and drop or browse to add a file. For a document in Document Management, it is not necessarily required to have an associated file.
    The file size should be two GB or less. The upload times out after 30 minutes.
  6. Specify the required attributes.
  7. Optionally, specify the optional attributes.
  8. Click Save.