Creating and Importing Documents

next generation

You can create a new document at any point in your workflow from Home or within the Wdesk editor.

Creating a New Document

To create a new document:

1

From Wdesk home, click Create.

2

Select the type of document you want to create. The new document will open automatically.

3

Double-click the name of the document in the Document Outline panel to rename it.

You can create additional documents by hovering over the plus icon in the left navigation bar. From here, select Create to make a new document. The new document opens in an additional tab.

Importing an Existing Document

You can import DOCX files into Wdesk by creating a new file or adding them to an existing next generation Document.

To import a DOCX file as a new document:

1

From Wdesk Home, click Create and select Document.

2

From the File menu, select Import .

3

Select the desired DOCX file and click Open.

4

In the Import Options window, select Create a new document.

5

Click Import. The new document opens in a new tab.

To import a DOCX file into an existing document:

1

Open the next generation document you want to import into.

2

From the File menu, select Import .

3

Select the desired DOCX file and click Open.

4

In the Import Options window, select Add to the end of this document.

5

Click Import. The document is added as a new section at the end of the current document.