Creating Documents
To create a document:
- Click the Create icon () in the top right corner of the user interface.
- Click Document.
-
Complete one of these steps:
- Select a template.or
- Select a class and a file type.
If you select a template, M-Files Web automatically fills in the class and selects the file type. - Select a template.
- Click Next.
-
Enter the metadata for the object.
Mandatory fields show an asterisk (*).
-
Complete one of these steps:
- Select Open for editing if you want to edit the
document before others can see it.or
- Select Check in immediately if you do not want to edit the document before others can see it.
- Select Open for editing if you want to edit the
document before others can see it.
- Click Create.