Add a new text document

Navigate to the Documents tab in a project. When the Documents folder is empty initially, you will see an introduction screen where you will have options to add a new folder, text document, or upload files.  Click on the New Text Document button.


When content is already present, click on the New button on the top right corner and choose Text Document from the drop down. A pop up will appear to where you will be prompted to add a title for your new text document. Click Save to finalize, or Save & New to save the document and immediately create another document. 


Alternatively in tree view, you may right click on a folder and choose New Text Document to add a document directly to that folder. 


The user will need view and edit permissions in documents to create, edit and upload to the documents section. Depending on the settings of a user's project permissions, they may be able to view all documents and folders, or just a subset of them. Entities specifically shared to a member will be viewable to them, and files marked as public will be viewable to all project members with view access to documents. 

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.