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Creating Documents inside the Vault

To create a new document from inside the Vault:

  1. On the Task pane, click New and then click Document. Alternatively, if you are using the Home pane, you can click Document in the Create New area. The New Document dialog box appears.
  2. Select the Type (Class) of document. The metadata fields for that Type (Class) appear.
  3. Enter the metadata for the document.
  4. Click Create and edit your document. When you are finished editing, save the document and close it. 
  5. When prompted to check in the document, click Yes or No. If you do not select an answer in 15 seconds, by default your document will not be checked in.

To make a copy of a document in the Vault:

  1. Select a document in the Vault and then click Make Copy from the Task pane. Alternatively, you can right-click an existing document in the Vault and select Make Copy. The New Document dialog box appears, and the metadata of the copy is populated with the metadata of the original document.
  2. Click Create and edit your document. When you are finished editing, save the document and close it. 
  3. When prompted to check in the document, click Yes or No. If you do not select an answer in 15 seconds, by default your document will not be checked in.
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