Client Manual > Getting Started > Creating New Documents

Creating New Documents

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Creating New Documents

Docsvault has built-in word processor, and a spreadsheet editor with which you can edit and create new Microsoft compatible Word and Excel documents directly within Docsvault. The editors are available in both the Desktop Client as well as the Web Application.

 

Apart from creating new Word and Excel documents, Docsvault Document Editor can also edit following types of file formats

 

Word Processor: DOCX, DOC, RTF, ODT, TXT,INI, SQL, CONFIG, XML, HTML, MHT and EPUB.

 

Spreadsheet Editor: XLS, XLSX, XLSM, CSV

 

 

To create a new document.

 

In the file list Panel, right click and point to New or use the New menu on the top toolbar.

Select Microsoft Word Document, Microsoft Excel Worksheet or PDF Document *, to start a new document.

A blank document will open up for you to begin working on it. When finished, click on File and then Save. This will bring up Import dialogue where you can profile the document, add filename, description & notes, apply a status to the document and even initiate a workflow.

Click on the Import button to save the document to Docsvault.

To save a copy of the document to your local computer use the Save As option in the file menu.

Creating Word/Excel documents in Docsvault

 

* Click here to learn how to create a PDF Document in Docsvault.