Document Creation

next generation

New documents can be created at any point in your workflow from Home or from within the Wdesk editor.

Creating a New Document from Home

To create a new document from Home, click Create at the top left of the Home screen. Choose the type of document that you want to create.

The document properties window

This will open an untitled document in Wdesk. Double-click on the document title in the Document Outline panel on the left to give your document a unique name.

The section properties panel

Creating a New Document from Within Wdesk

To create new document from within Wdesk, hover over the plus icon in the left-hand navigation menu. The drawer will open and you can click Create and select the type of document you’d like to create.

The section properties panel

The new document will open as an additional tab within Wdesk.