Create a file as a document as author

You add a file, for example a Microsoft Word document.

To create a file as a document:

  1. Open the site.
  2. Log on with the username and password.
  3. Open the menu where you can add a document.

    For instance, if you can add documents using the My InSite menu, click My InSite.

  4. Click on: Create document.
  5. Select the document template.

    If the site manager has created different pages for different document templates, you can immediately start the action to create the document. For instance, Create News item document. In that case, you skip this step.

  6. Click on: File as document.
  7. Select the file in Attachment as file.

    The file is uploaded to the webserver so it is accessible.

  8. Select Features if this is required for a document.
  9. Enter the description.
  10. Select a value for Source.

    By default, the name of the author is entered here.

  11. You can select a summary and an image.
  12. Click on: Publish immediately when you are finished with the document.
  13. Click on: Edit document if you still want to add extra text to the document.

    You publish the document once you are finished editing it.

Authorised readers now see the document in the overview.

Directly to

  1. Create a document
  2. Create an author
  3. Add a Create document page to a menu
  4. Create a new document
  5. Create a link to a document
  6. Create a file as a document
  7. Adjust a document
  8. Edit the document properties
  9. Add a hyperlink to a document
  10. Add an image to a document
  11. Add an image (extended)
  12. Create a new version of a document
  13. Display an older version of a document