{"id":187,"date":"2020-02-17T16:37:33","date_gmt":"2020-02-17T15:37:33","guid":{"rendered":"https:\/\/help.metashare.com\/metashare-help-user-manual-how-to-create-a-document\/"},"modified":"2026-05-08T23:12:46","modified_gmt":"2026-05-08T21:12:46","slug":"how-to-create-a-document","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/usermanual\/add-documents\/how-to-create-a-document\/","title":{"rendered":"How to create a document"},"content":{"rendered":"\n
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  1. Open the workspace<\/a>, where you want to create a document.<\/li>\n\n\n\n
  2. Click on the “New” function in the horizontal toolbar:
    \"\"<\/li>\n\n\n\n
  3. 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 star next to them are mandatory, others are optional. If any of the available metadata fields in the property card were filtered<\/a>, prior to the document upload, these filter values will be prefilled in the corresponding metadata fields of the document property form:
    \"\"<\/li>\n\n\n\n
  4. 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<\/a>, the suggested templates for the selected document type will be shown in the top of the list:
    \"\"
    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:
    \"\"<\/li>\n\n\n\n
  5. You can press the “Save” button once all mandatory columns are filled in, if you do it before you get a error message:
    \"\"<\/li>\n\n\n\n
  6. Click on the “Save” button.<\/li>\n\n\n\n
  7. 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<\/li>\n\n\n\n
  8. The document is shown at the top of the document list, even if it might not match selected filters and\/or sorting order and its metadata will be:\n