Creating a document

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 panel, 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.
    • Click Upload file to add a file that populates the content for the document. Enter a description for the file.
    • Click Rich text to add content for the document by using the rich text editor.
  5. Click Publish.
Result: The document is added within the context of the application and is displayed in the Documents landing page.
What to do next: Discuss the document with other users by using Pulse and reference cases and spaces that the document is associated with.