How to add a document?

In InDoc EDGE, you can add documents in various ways. Let's look at the two simplest methods.

How to video

Option "Drag and Drop"

To add a document to a folder, simply drag and drop it into the desired folder. This way, you can add any document from your desktop or email.

Drag the document from the desktop and drop it into the desired folder in InDoc EDGE

If necessary, you can rename the document. It is recommended to at least define the document type, such as a contract, and add key metadata, such as information about the business partner. Now you can save the document.

Enter metadata

Option "Create New Document"

You can also create a new document directly in InDoc EDGE. By clicking the "Create document" icon, a form similar to the previous method will open.

Create a new document

. Enter the name, specify the document type, and add metadata. You can then choose whether to create the document based on a template or upload pre-prepared content from your desktop.

Using a template ensures document consistency

Using a template can save time and ensure consistency across the organization, while uploading content may be more suitable for less structured documents. Once finished, save the new document.