As a document creator, you can create AODocs documents from scratch in Team Folders and Secured Folders.

Notes:
– Document attachments in Team Folder and Secured Folders are always stored in Google Drive. They don't support storage in other storage platforms such as Google Cloud Storage (GCS) or Azure Blob Storage.
– The document creation flow varies according to the type of library, its configuration and where you are in the AODocs interface when you create your document.

Notes: You can also: 
– Create documents in Document Management libraries
– Create documents from a template
– Create documents by copy
– Create new related items (documents) in Secured Folders

To create documents:

Automatically generated table of contents

Choose the type of document to create

1. Access your library homepage, a view or a document.

2. Click New.

3. A panel appears with the document classes in your library sorted alphabetically. For the required class, select one of the available options:

• Blank (or the document class name if no templates are defined): to create a new document without using a template

Notes:
– The Blank option appears if the document class has templates configured. If there are no templates, only the document class name appears.
– The Blank option doesn't appear when a default template is defined for the document class. Learn more: Create documents from a template.

• a document template, with or without an attachment

Note: If your library has only one document class (always the case for Team Folders) with no templates or with a default template, the New dialog opens directly. Go to: Choose a file.

Tip: Click the name of a document class directly to create its default new document. This creates a blank document if no template or no default template is defined, or the default template if one is defined.

Creating a document from the library homepage in a Secured Folder

Notes:
– If you're in a view specific to a document class, the panel shows only options for this class.
– If you're on a document page, you can also create a document by copy. In a Secured Folder in which relations have been set up you can also create a new related item.

When you've selected the type of document to create, the New dialog opens.

Choose a file

In the New dialog, select one of the options:

• Upload or import from Drive
• Upload and convert to Google file – to upload Microsoft Office files as attachments
• Upload using virtru (available only if Virtru is activated on your domain and in this library) – to encrypt and upload a file
• Create a Google file

When you've chosen a file:

• If the document class doesn't contain empty required properties, AODocs creates your document. Its title is the name of the file you created or uploaded.
• If the document class does contain empty required parameters, an unsaved document opens

Upload files from your device or import files from My Drive

Important: You can't upload files from your device if you're using the Files feature on a Chromebook. Select your files from Google Drive instead.

1. Select Attach in the New dialog.

2. The Google Drive file picker opens, where you can:

• drag and drop files from your device
• select files from your device
• select files stored in your Google Drive

Notes:
1. When you upload a file from your device:
– the file is first uploaded to your Google Drive - you are the owner
– then ownership of the file is transferred to the AODocs storage account of the library

2. When you import a file from My Drive:
– You can only select files you own in the Google Drive file picker.
– As these files are already in your Google Drive, you only import files to AODocs and transfer ownership of your files to the AODocs storage account of the library.

3. Click Upload.

4. Your document opens in AODocs. Its title is the name of the file you uploaded.

Upload Microsoft Office files as attachments

1. Select Upload and convert to Google file in the New dialog.

2. Your device's file picker opens. Select a Microsoft Office file to upload.

3. Click Open.

AODocs converts the Microsoft file to the corresponding Google format and attaches it to your document.

Notes: When you upload a file from your device:
– the file is first uploaded to your Google Drive - you are the owner
– then ownership of the file is transferred to the AODocs storage account of the library

4. Your document is created. Its title is the name of the file you uploaded.

You can open it in Google Drive or in AODocs.

Encrypt and upload files using Virtru

1. Select Upload using Virtru in the New dialog.

2. Follow the procedure described in the Virtru User Guide.

Create Google files from scratch

1. Select Create in the New dialog.

2. A dialog opens. Select the type of file to create:

• Google Docs
• Google Sheets
• Google Slides
• Google Drawings

3. Enter the name of your new file.

4. Click Create. Your document is created. Its title is the name you gave to the Google file.

It opens in the AODocs document editor.

Notes: When you create a new Google file:
– the file is first created in your Google Drive - you are the owner
– then ownership of the file is transferred to the AODocs storage account of the library

Make changes to your unsaved document

If there are required properties to fill in after choosing a file, an unsaved document opens. A progress bar indicates how many required items (including the document title) have been filled in. The required properties are marked with a red star.

You must fill in the required properties before clicking Save to create your document. You can also:

• choose the folder where the document will be located
• add a document description
• add one or more relations, if configured in your Secured Folder

Note: Relations aren't available in Team Folders.

1. Edit the title (if required) and fill in the required properties. Learn more: Edit custom properties.

2. If required, you can change the folder where your document will be located.

The default folder is:

• the library root if you created the document from the library homepage or from a view without a folder structure
• the current folder if you created the document from a view with a folder structure

Click the Choose folder button. In the Select destination folder dialog, select the required folder and click Select Folder.

Tip: You can search for folders and create new folders in your folder structure.

3. In Secured Folders, if relations have been set up by a library administrator, you can click the Add related item button and add one or more relations or create a related item. Learn more: Create new related items.

4. If required, add a description to your document. The rich text field can include:

• links
• tables
• images
• videos
• embedded external content with iframes

The description is displayed in the Properties tab of the document. The text in the description is searchable in the AODocs search bar on the library homepage.
Learn more: Search for documents in your AODocs library.

Notes:
– The description field may be required if the field permissions are managed by workflow states.
– You can only insert images in the description after saving your document.

9. Click Save to create your document. Your document opens in the AODocs document editor.

Note: You can't save your document:
– without filling in all required fields
– if some property values are outdated or incorrect
Learn more: What if you can't save your document?

Unsaved document in a Secured Folder