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Creating a document in an application


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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.

The user who creates a document becomes the owner of the document.
  1. In the navigation pane, click Documents.

    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.

The document is added within the context of the application and is displayed on the Documents landing page.
Discuss the document with other users by using Pulse, and reference the cases and spaces that the document is associated with.
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