To create a new document using an existing system template, select “New” from the X-docs™ ribbon. Where a template is not appropriate – no template will be presented to the user. To import an existing document which is external to the system, select “Upload”.

Click on “New” or “Upload” and a popup window will open requesting the selection of a Content Type. From the drop down menu one or more document types will appear. On selecting one the system will ask for applicable additional information (metadata).

Entering Metadata for a New Document