How to create a document

  1. Click on the “New” function in the horizontal toolbar.
    image
  2. A document property form will be shown on MetaShare’s right-hand zone, showing the document metadata fields that the MetaShare workspace is configured to use. Metadata that have a red frame around them are mandatory, others are optional. If any of the available metadata fields in the property card were filtered, prior to the document upload, these filter values will be prefilled in the corresponding metadata fields of the document property form.
    MetaShare's document property form
  3. If a document type has been selected, prior to clicking on the “Document Template” field and if MetaShare has been configured for presenting suggested document templates, the suggested templates for the selected document type will be shown in the top of the list.
    MetaShare's suggested templates
    You will however be able to select any document template in the list and if you start typing a word in the search box, you will get a list of all the applicable templates.
    Search for a template
  4. The “Save” button will be enabled once all mandatory columns are filled in.
    MetaShare's document property form with all mandatory fields filled in
  5. Click on the “Save” button.
  6. In the document property form you will now get a message that the new document has been created. To open the document, click on the “Open” button:
    New document created
  7. The document will also be displayed on the top of the document list and its metadata will be:
    • Version: 0.1 (MetaShare’s versioning setting is set to minor and major versions)
    • Modified & Created: The time of the document creation
    • Created by & Modified by: The logged in user
    • Other metadata: The selected metadata values in the document’s property window.

Note

  1. Documents that are created in a workspace that is configured to show document folders and a folder has been selected/filtered, the created document will be placed inside the selected folder.
  2. The create function (New) will only be available in the toolbar if:
    1. MetaShare is configured to manage document templates.
    2. You are a contributor in the workspace (readers will not be able to create documents).
    3. If the workspace that is configured to show document folders and a folder has been selected/filtered, you as well need to be a contributor in the folder.
  3. If the document that you are creating already exist in the workspace (they have identical file-names), a warning will be prompted below the document name field. If this happens, you first need to rename the document before you can save it.
    Warning that a file with the same name already exists
  4. For more information about the controls on the form, read this page: MetaShare’s supported site columns.