- To add a document, click Documents in the navigation bar, then click Add.
- Enter a name and author for the document.
- If required, choose a new folder for the document.
- Enter a publishing time and date.
- If required, enter a lead in, description, and/or notes.
- Enter data in any custom fields in the Additional Information section as needed.
- Click Add & Continue to save your changes and view additional options.
