Creating a document in an application

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.

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.