Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Creating a document in an application

Updated on April 5, 2022

You can create a document to discuss information with other users in your application, for example, to discuss a job profile for your team. You can create a document by uploading a file or by using the rich text editor.

Note: The user who creates a document becomes the owner of the document.
  1. In the navigation pane, click Documents.
    Result: The Documents landing page opens.
  2. Click Create document.
  3. Enter a name for the document.
  4. Add content for the document by performing any of the following actions:
    • Create a new document by using the rich text editor.
    • Upload a local document.
    • Select a file from an external repository.
  5. Optional: To provide only relevant content for the users, grant access to the document to members of a space or case by performing the following actions:
    1. In the Available to section, select Limited.
    2. From the Select type list, select Space or Case.
    3. In the Name field, enter the name of a space or case.
  6. Click Publish.
Result: The document is added within the context of the application and is displayed on the Documents landing page.
What to do next: Discuss the document with other users by using Pulse, and reference the cases and spaces that the document is associated with.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us