Create a document

  2. Support
  3. Working with documents
  4. Create a document
Working with documents
Other groups
  1. Click Create in the action bar, or press ⌘N.
  2. Choose a class, then a template, a blank file type (Word, Excel, PowerPoint, text, Markdown, CSV and more) or Upload file….

    3. Create a document

  3. Fill in the metadata card. Required fields are marked with an asterisk.
  4. Click Create. Choose Open for editing to start writing, or Check in immediately.

When you create a document inside a view, M-Client fills in the view's properties for you, like M-Files Web does. A template's metadata is copied to the new document's card.