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Creating Documents

There are several ways to create documents in infoRouter, from uploading existing files to creating content directly within the system.

Creation Methods

Method Description Best For
Upload Upload files from your computer Existing documents
Form Templates Create from predefined templates Standardized forms
HTML Editor Create using built-in editor Simple web content
Office Add-in Save directly from Office apps Office documents
WebDAV Save via mapped drive Any file type

Uploading Documents

The most common way to add documents:

  1. Navigate to the destination folder
  2. Click New > Upload
  3. Select files from your computer
  4. Set properties (optional)
  5. Click Upload

Uploading Documents

Using Form Templates

Create standardized documents from templates:

  1. Navigate to the destination folder
  2. Click New > Document from Template
  3. Select a template
  4. Fill in the form fields
  5. Click Save

Using Form Templates

Creating HTML Documents

Use the built-in editor for simple content:

  1. Navigate to the destination folder
  2. Click New > HTML Document
  3. Use the editor to create content
  4. Click Save

Permissions Required

Permission Can Create Documents
Add Yes
Add & Read Yes
Change Yes
Full Control Yes

See Also