BlueCielo Kronodoc 2012 User's Guide | BlueCielo ECM Solutions

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Creating documents

You can create documents in Kronodoc several ways depending on what you want to accomplish. For information about creating subdocuments, see Creating subdocuments.

To create a document without files or URLs attached:

  1. In the navigation pane, select the parent folder where you want to create the document.
  2. In the ribbon, in the Document group, click Create. The Create Document menu appears.
  3. Click Blank Document. An empty document property page appears.
  4. Click options or type values using the descriptions in Viewing and editing document properties.
  5. Click Save. The document's complete property page appears. You may now use any of the commands on the document that are described in Using document commands.

To create a document from an existing file on your computer:

  1. In the navigation pane, select the parent folder where you want to create the document.
  2. In the ribbon, in the Document group, click Create. The Create Document menu appears.
  3. Click Upload File. A page appears with which you can select and upload files. The page that appears depends on your active Default upload type option described in Configuring user interface settings.
  4. When the files have uploaded, an empty document property page appears.
  5. Select or type values using the descriptions in Viewing and editing document properties.
  6. Click Save. The document's complete property page appears. You may now use any of the commands on the document that are described in Using document commands.

To create a document from a template stored in Kronodoc:

Note    Performing this procedure is only possible if templates and their folder structure have been configured within the workspace by a system administrator. Otherwise, the command is not available.

  1. In the navigation pane, select the parent folder where you want to create the document.
  2. In the ribbon, in the Document group, click Create. The Create Document menu appears.
  3. Click From template. A new browser window opens and prompts you to select a template document.
  4. Continue as described in Creating a file from a template.

Related concepts

Working with documents

Understanding minor versions

Working with comments and discussions

About transferring properties with Office documents

About change notifications

About security rights

About item linking

Working with the Clipboard

About the Office Connector

About life cycles and status

Related tasks

Viewing and editing document properties

Using document commands

Deleting documents

Creating subdocuments

Locking and unlocking documents

Viewing prior versions

Creating a new version

Viewing history

Exporting properties and files

Changing the current status


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