Example: Creating a Document
- Open M-Files Desktop and go to a vault.
- Click Create ().
- Click Document.
-
Select a template:
- Enter a search term to the search field and select a template.or
- From the Select class drop-down menu, select a class and select a
template.or
- Select a template from the Recently Used, All, or Blank quick lists.
- Enter a search term to the search field and select a template.
- Click Next.
- In the Name or title field, enter a name.
-
Enter the object metadata. Mandatory fields are shown with an asterisk (*).
To add more metadata fields, click Add property below the last metadata property on the list.
- Optional:
Click the permission options at the bottom of the dialog to set permissions for your
document.
For more information, see Object Permissions.
- Optional: Click the workflow options to select a workflow and a workflow state for the document.
-
Select one of these options:
- Select Open for editing to change the content before you check in the
document.or
- Select Check in immediately to add the content to the vault after you click Create.
- Select Open for editing to change the content before you check in the
document.
- Click Create.