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Create documents in the EDM
Create documents in the EDM

Find out how to create one or more new documents in the document management space

Edouard Goutay avatar
Written by Edouard Goutay
Updated over a week ago

  • Only users with manager or administrator accounts can edit documents

  • A document can be created from Office using the Aletiq Plug-in or by loading one or more files from your computer

  • The creation of a document is to be distinguished from its update.

Create a document

To create a new document :

  1. Pull down the File menu to access the Document space

  2. Click on the New document button

  3. In the window that opens, choose the file to load into Aletiq

  4. Fill in the different fields:

    - Name and ID: uniquely identify the document. The clipboard icon allows you to automatically retrieve this field from the name of the loaded file

    - Revision properties: characterize the first revision that will be created on this document, with the loaded file

    - Document properties: allow you to describe the content of the document. The properties displayed in this window are those of the default view for your Site.

  5. Click Confirm

Create multiple documents with drag and drop

To create multiple documents at once:

  1. Pull down the File menu to access the Document space

  2. From your computer's file explorer, select one or more files and drag them into the document table area

  3. In the window that opens, fill in the properties of each document (as for a simple document)

  4. Click Confirm

Create a document with the Office plugin

The Aletiq plugin for Office allows users to create documents in Aletiq directly from the Office suite. It is available in Word, Excel and Powerpoint.

For the installation of the Aletiq Plug-in for Office, see the dedicated article: https://helpcenter.aletiq.com/en/articles/7004389-installing-the-aletiq-plug-in-for-office

To create a document using the plugin, make sure you have it installed and activated on your computer. Also make sure you have opened the Aletiq app, and are logged in with your account. Then simply:

  1. Open the file to load in Office (example given for an Excel file)

  2. Open the banner of the Aletiq plugin

  3. Log in, by entering your Aletiq credentials

  4. Click on "Save in Aletiq"

  5. In the window that opens, fill in the properties of the document to create

  6. Click Confirm

  7. To verify that the action has been taken into account, consult the logs available in the Tasks panel

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