> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create new document

> Create a new document directly in SuperOffice CRM or upload existing ones, to make sure you and your colleagues always have access to the latest documents and versions. This how-to guide will show you how to do both.

<Tip>
  Already have the document? See [Upload documents](#upload).
</Tip>

Follow the instructions below, depending on how documents are managed in your SuperOffice installation.

## How do I know if I am using SharePoint, SuperOffice WebTools, or not?

SharePoint: Create a new document. If it opens in Microsoft Office Online, you are using SharePoint.

SuperOffice WebTools: Open the system tray in the lower right corner of your desktop and look for the SuperOffice icon .

<img src="https://mintcdn.com/superofficeas/tKa0HWZ5i70Vm4ND/media/loc/en/webtools/webtools-system-tray.png?fit=max&auto=format&n=tKa0HWZ5i70Vm4ND&q=85&s=9818b092e43ecdfe3ec3f9279e1ec684" alt="icon" width="191" height="206" data-path="media/loc/en/webtools/webtools-system-tray.png" />

## Steps

<Tabs>
  <Tab title="Using SuperOffice WebTools">
    With SuperOffice CRM, you can log in from any PC using a browser, but your documents will then be saved on the central server. Downloading and uploading of documents are handled automatically by SuperOffice WebTools.

    1. Click **New** on the top bar and select **Document**.

    2. [Enter the required information in the fields.](#fields)

    3. Click the **Create** button to create a new document based on the selected [document template][5]. The **Document** dialog closes automatically, and the document opens in your default text-editing application.

    4. Type in the content of your document.

    5. Save it and close the text-editing application. The document is saved.
  </Tab>

  <Tab title="Using SharePoint Documents">
    **This feature requires a license.**

    1. Click **New** on the top bar and select **Document**.

    2. [Enter the required information in the fields.](#fields)

    3. Click the **Create** button to create a new document based on the selected [document template][5]. The document is created in SharePoint and opened in a new tab with the online text-editing application (Office Online).

       To use your desktop editing program, you can choose **Open in Desktop App** from Office Online.

    4. Type in the contents of the document.

    5. Close the tab or your desktop app. The document is automatically saved to SharePoint.
  </Tab>

  <Tab title="Without WebTools">
    If you have not installed SuperOffice WebTools, you must manually download documents to edit them. Afterwards, you must upload the edited documents to the central server.

    <Note>
      This procedure describes how to create new documents if you are using a desktop text-editing application. The actual process may be slightly different if you use an online text-editing tool (like Microsoft 365) and a document library (like SharePoint).
    </Note>

    1. Click **New** on the top bar and select **Document**.

    2. [Enter the required information in the fields.](#fields)

    3. Click the **Create** button to create a new document based on the selected [document template][5]. The document is created on the server.

    4. Click **Open** and **Edit**.

    5. In the **File download** dialog, select one of the following buttons:

       * **Open:** When you click **Open**, the document is opened in the text editing application. Type in the contents of the document and select **File** > **Save As** to save it in the desired location on your PC.

       * **Save:** When you click **Save**, the **Save As** dialog appears. Specify where on the PC you want to save the file, and then click **Save** to start the download. Click **Close** when the download is finished. Open Windows Explorer and browse to the document you have just saved. Open the document, enter the required text and save the document.

           <Note>
             Changes to the document are not saved in SuperOffice automatically. If you want such behavior, we recommend [installing SuperOffice WebTools][7].
           </Note>

    6. Close the text-editing program.

    7. Go to the **Document** dialog.

           <Note>
             If **Completed** is checked, the upload options are disabled. In that case, remove the checkmark.
           </Note>

    8. Click the link to upload the document or drag and drop the document from Windows Explorer to the **Document** dialog.

    9. Close the **Document** dialog by clicking **Save**.
  </Tab>
</Tabs>

<h2 id="fields">
  How to enter information
</h2>

<Note>
  Many fields have a list of predefined values you can choose from. Click <i class="ph ph-caret-down" aria-label="Chevron" /> to expand the list. Then select a value for that field. Alternatively, start typing in the field to search for a specific value, such as a company name.
</Note>

![Create document from template (new) -screenshot][img4]

**Steps:**

1. Choose a [document template][5]. Select a language for the template. This option is only available if the selected template includes translated versions.

2. Optionally, select a company or contact the document pertains to.

3. Optionally, select a project and/or sale to link it to the document. You can choose any project/sale regardless of which company you chose earlier.

4. Enter a document title in the **Subject** field. This text is shown in section tabs and in other lists of document.

5. Today's **date** is set by default. Optionally, change the creation date (click to open the date picker).

   <Note>
     You cannot change this date after clicking the **Create** button (the field becomes read-only).
   </Note>

6. Enter references:

   * **Our ref:** Enter your own reference. The default entry for each template is defined in Settings and maintenance, but you can also edit the content of this field.
   * **Your ref:** Enter the addressee's reference from their communication.

### Other settings (optional)

* In the the **Details** tab, enter a description of the document (or keywords) to aid free-text searching.

* In the **Links** tab, click **Add link** to [link the document to other activities][9].

* In the **More** tab, set any [user-defined fields][10] configured in Settings and maintenance.

<h2 id="upload">
  Upload document
</h2>

1. Click **New** on the top bar and select **Document**.

2. Drag and drop the document from Windows Explorer to the **Document** dialog.

3. (optional): Select the checkbox in the footer to mark the document as completed.

4. [Complete the fields with the required information](#fields).

5. Click the **Create** button to create the new document in SuperOffice CRM. The document is added to the **Activities** section tab.

[5]: ../templates/learn/index

[7]: /integrations/webtools/install

[9]: ../../learn/basics/links

[10]: ../../custom-objects/learn/udef

[img4]: /media/loc/en/document/create-document.png


## Related topics

- [Edit documents](/en/document/learn/edit.md)
- [Check in/out documents](/en/document/learn/lock.md)
- [Save email attachment to SuperOffice](/integrations/mail-link/archive.md)
- [Send email attachments from SuperOffice](/en/document/learn/send-as-email.md)
- [Manage document templates in Settings and maintenance](/en/document/templates/admin/link-template.md)