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