How to Create Documents and Directories

How to Create Documents and Directories

How to Create Documents and Directories

A. Creating in the Enterprise Document Space

  1. Open the Enterprise Document Space using the recommended method described in [How to Access Document Management].
  2. Create a new directory: Click the folder icon (labeled "New Directory") and name it as prompted.
  3. Upload a file: Click the black cloud button and follow the prompts to upload.
  4. You must enter a folder to edit, delete, view details for, or download the documents within it; see [How to Edit Document Content].

![Enterprise Document Space]scaled_D0002.PNG

B. Creating in the Document Tree

Status: Under Development

The fixed menu item Documents is currently under development. The steps after launch will be as follows:

  1. Enter the backend of the current project, click Documents in the Fixed Menu (sidebar), and open a specific document project.
  2. Select the target parent node and choose to add a new child node (directory or file).
  3. Fill in the name and type in the form; for file nodes, you can enter a URL or upload a local file.
  4. Save the changes, and the new node will appear in the tree.

Verification

The newly created folder, file, or node appears in the Enterprise Document Space list or the document tree.