Create a document

To create a document in TeamForge, you upload a file onto a Documents folder. In the CollabNet Desktop for Microsoft Outlook, you can also create a TeamForge document from an attachment in an Outlook item.

1. Start with either of these steps:
   • In the Site Explorer, right-click a TeamForge document folder and select Create Document.
   • Drag a system file and drop it onto a TeamForge document folder.
   • Right-click an Outlook attachment and select Create TeamForge Item > Document(s).
     
2. In the Create Document window, provide a description for the document.
3. Identify the status of the document.
   • Draft — The document is not yet completed.
   • Final — The document is finished.
4. If you want to prevent others from editing the document, select Lock Document.
5. If you used drag-and-drop, or the context menu option from an Outlook attachment, the file is listed in the File Name field. Otherwise, select the document creation method:
   • Click Add and browse to the desired file.
   • Specify the document URL.
6. Write any comments you may have about this version of the document.
7. If you want to associate the document with another TeamForge item, enter the ID of that item. For example, artf1010.
8. Enter a description explaining the association.
9. Click OK.