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. Selecting a document type
3
Double-click the name of the document in the Document Outline panel to rename it.
Selecting a document type

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.

Creating a document from editor

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.

Importing 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.

Importing a new document

5
Click Import. The document is added as a new section at the end of the current document.