Create a document

You can create a document by uploading a file or by entering the text directly into TeamForge.

You can also create a document in TeamForge. TeamForge automatically detects the file extension for many common file types.
Note: To create a document, you must have the Document Admin permission, or 'Create/View' permission for document folders or documents.
  1. Click DOCUMENTS in the project navigation bar.
  2. Using the document tree, find the folder in which you want to create the document, and click Add Document. You can create a document in the root document folder or any other document folder.
  3. On the Create Document page, enter a name and description for the document.
  4. Identify the status of the document.
    • Draft - The document is not yet completed.
    • Final - The document is finished.
  5. If you want to prevent others from editing the document, select Lock Document.
  6. Select the document creation method.
    • To upload a document, select Upload From File and browse to the desired file.
    • To enter the content as text, select Create Online.
    • To upload a document from a specific URL, select Enter Document URL and provide the URL.
  7. Write any comments you may have about this version of the document.
  8. Save your changes:
    • Click Save to save the document and return to the document list view.
    • Click Save and View Document to save the document and display the document details.
Parent topic: Document your work