Create document

How to Create a New Document

There are two ways to start creating a new document:

Option 1
Go to Publisher > Documents and click the “New Document” button in the top-right corner.

Option 2
Navigate to Publisher > Templates, where you will be directed to the template folder structure.

In both cases, you will be taken to the template folder where you can browse to find the desired file. Once you’ve located your template, click on it. A menu will appear where you can:

  • Name your new document

  • (Optional) Add the document to a project

  • (Optional) Assign users who will have access to the document