Create a New Document

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You are here: Documents >Create a New Document

You can create a new document by clicking the New button of the Home tab.
 

To Create a New Document

1.In Globodox, select Workspace > All Documents in the Navigation pane.
2.Click the New button of the Home tab to add a document. The New Document window will now be launched.
3.Click the Scan button to scan and add a document or click the Add a File button to add document from disk.
4.Click the Information tab on the left side of the Documents Details pane. Select a document type from the Document Type drop down. The data fields of the selected document type will now be displayed.
5.Click the Save button on the Information bar to save the information.
 

To Create a New Document by Dragging and Dropping Text

1.In Globodox, select Workspace > All Documents in the Navigation pane.
2.Select the text from a RTF (Rich Text Format) file for e.g. .DOC files, HTML files, .EML files.
3.Drag this text and drop it on the All Documents node. A new document will be created containing the text you selected.
 
You can now relate this document with a Stack, from the Information panel. For more information, see Relate a Document to a Stack.

 
Notes:

Dragging & dropping email messages from Microsoft Outlook, Microsoft Outlook Express and Thunderbird 9.x is supported. Drag & drop of attachments in email messages from Microsoft Outlook, Microsoft Outlook Express and Thunderbird 9.x is also supported.
You will be the Owner of the documents, that you have created.
By default 50 documents are displayed in the List View pane. If you have added more than 50 documents they will be moved to the next page. To view the documents displayed on the next page use the navigation buttons below the List View pane.
You can also add a document from the Find and Add Files window.
 

Related Topics

Edit a document
Automatically Index a document

Enter Indexing Information of a Document

 


Page URL: http://www.itaz.com/globodox/help/index.htm?create_new_documents.htm