intelligentcontract has the ability to allow you to create online documents.
This is an additional feature that can be included in your subscription - if you wish to have this feature then contact us at email@example.com arrange for it to be added to your account.
When you wish to add a new Document, if it is a document format that is found within (Word, Excel, PowerPoint) then it can be created and uploaded without leaving the system.
Creating a New Document
Creation of a new Document can be made in all areas where a document can be uploaded to the system, i.e.
- Document record
- Note record
- File record
- Library record
For this example we will be creating a new document to be uploaded to a Contract record. When you open up a new record that allows a file to be attached there is an additional option called 'Create New'.
Click in this option and the drop down list will open listing the different document file types that you can create, select your file type and then press the + on the right hand side.
Fig 1- Create New option
You will be prompted to choose your document's format from a selection of templates - the only current template is 'Blank' at the moment. Future releases to this functionality will include the ability for you to create your own templates and they will be displayed here for selection.
Choose the 'Blank' template option.
Fig 2 - Template selection
The system will now open a new browser window using an editor ready for you to create your new document.
All the normal editing tools are available for you to complete your document, the editing tool will auto save as you are going along.
Fig 3 - Document Editor
While your document is open for editing your inelligentcontract session will display a message explaining that the session is locked. The session will stay locked while your Document editing session is still open.
Note: When a Document is open for editing then no other User can access the document. If you close your intelligentcontract session then your Document editing session cannot save any edits back to intelligentcontract and you will loose all changes.
Fig 4 - Document locked
When you have completed your document, close the browser session using the 'x' on the browser window.
You will be taken back to your intelligentcontract record displaying the locked session message and a loading icon.
**Whilst the document is importing back to your record there is a short delay of about 10 seconds, please do not refresh your browser during this time as it will loose your document**
One your document has been uploaded you will be prompted to give it a name.
Note: Initial versions of Documents are automatically given a version number of 1, if you edit the document after initial creation the system will automatically increment by 1, you can adjust this version number and the system will increment from that number going forward. For more information about Editing documents, please click here.
Your document will be saved into your Document record in the Attachment field, you can now continue to complete the other fields in your Document record such as Title and Type.
Fig 4 - Document attached to record
Save your record and your Document record will close and it will be presented in the tab as normal
Fig 5 - Saved Document record
Next: Please refer to this article explaining how to edit online documents