Create a document

 

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Overview

Document Manager allows users to create, edit, and delete documents inside a selected document library.

There are several types of documents that are supported in Document Manager...

  • Rich Text Editor (.ort)
  • Microsoft Word (.doc)
  • Microsoft Excel (.xls)
  • Microsoft PowerPoint (.ppt)

To create Microsoft application documents the Document Manager browser plug-in must be enabled.

When creating a Document Manager document in editors other than the default Portal Rich Text Editor (such as Microsoft Word), save and close the document in the application when you finish editing. If the document is left open, you will not be able to open new versions of the document with the plug-in, and the plug-in will not be able to delete the document when you are finished editing.

 

Create a document

  1. Navigate to the folder within Document Manager where we want the document to be created.

  2. Click New, then select the type of document you want to create. For example, to create a new Rich Text Editor document, select...

    New | Rich Text Editor File

  3. Type a File name for the document.

    The default file name extension is provided based on the type of document you selected. The Title field is automatically populated with the same value as the file name, without the extension. The document title and file name do not need to be the same when you first create a document, although once you create a document, we can only modify the title. You may also type a description and select the language of the new document. The language parameter is for informational purposes and searches, and it does not affect the content of the document.

  4. Click...

    Open File

    ...to edit the new document. The appropriate editor will be opened based on the type of document you are creating. For example, if you select to create a Rich Text Editor File, the Rich Text Editor opens.

  5. If you create a .doc, .xls, or .ppt document, a dialog box opens as Document Manager attempts to download the new document to the computer and launch the application associated with the file extension. Click OK to download and launch the application, or click Cancel to stop the process without creating a new document.

  6. In the editor, make changes to the new document. When you are finished making changes, save the document using the normal Save function of the editor. Close the editing application after you have finished editing and saving the new document from within the editor.

  7. In Document Manager, after you have finished editing the new document and saved the changes from within the editor, click either...

    ...to save the new document.

 

Document name limitations

File names are limited to 180 characters. Document titles, view names, document library names, and descriptions are limited to 252 characters. There are limitations on the overall length of the file path for a document, which includes all folder (directory) names containing the document, plus the file name of the document. Any operations that interact with the file system, such as roundtrip editing, must have a file path of less than 180 characters.

A document file name cannot contain the following characters: asterisks (*), question marks (?), less than and greater than signs (<, >), percent signs (%), apostrophes ('), quotes ("), backward and forward slashes (\, /), at symbols (@), pipes (|), square brackets ([ or ]), and colons (:). Users receive an error message when naming with these characters. File names can contain spaces. The file name cannot be the same as an existing file name in the same folder.

A document title cannot contain the double quotes (") character, but the other characters that are invalid for a file name are permitted in a document title.

 

Parent Topic

Working with documents

 

Related concepts



Document versions

 

Related tasks



Import a document
Downloading a document
Delete a document