Create documents in Team Folders and Secured Folders

In Team Folder and Secured Folder libraries, you can create new AODocs documents from scratch or upload existing files.

Create new documents
Import existing files


Create new documents

1. Access your library homepage, a view or a document and press New.

2. Select the type of document you want to create.

3. Select one of the document classes configured by the library administrators and press Create document.

Notes: You'll skip this step if:
- you are in a Team Folder library
- there's only one document class in your library
- you pressed New in a view — in this case, the document is created in the document class associated with the current view. However, if your library administrator has allowed the display of documents from other classes in the view, you do need to select the document class.
- you pressed New in a document page — in this case, the document is created in the same document class as the current document.

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4. Enter the title of your document and press OK.

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5. If there are mandatory properties to fill in, your document opens in edit more. You can see a banner indicating the number of mandatory fields (including the document title) that have been filled in.

Fill in the mandatory properties.

Notes:
- Mandatory properties are marked with a red star.
- You can't save the document without filling in all the mandatory property fields

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6. If there are no mandatory properties to fill in, your document opens. You can start editing your document or press Edit to change the document properties.

7. If relations have been set up by a library administrator, you can press the Add related item button and add one or more relations or create a related item. Learn more: Use related items.

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

The description is displayed in the Properties panel 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 mandatory if the field permissions are managed by workflow states.
- You can only insert images in the description once you have saved your document.

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9. Press Save.


Import existing files

1. Access your library homepage, a view or a document and press New.

2. Select Import or upload an existing file.

3. Select one of the document classes configured by the library administrators and press Create document

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4. Select one or more files. You can:

  • drag and drop files to the popup
  • select files from your computer
  • access Google Drive and select the required files from the tabs

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

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5. Press Upload.

6. If there are mandatory properties to fill in, the document opens in edit mode.

If there are no mandatory properties to fill in, your document opens. You can start editing your document or press Edit to change the document properties.

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