Windchill Fundamentals > Working with Windchill Objects > Documents > Windchill Office Online Integration > Windchill Office Online Menu Actions > Create Document
Create Document
Create a new document using the New Document action to open the New Document window. The New Document window divides the creation of a new document into two steps:
Step 1: Set Context
In the Set Contextstep, select the context from the Context list and click Next.
Step 2: Set Attributes
From the Type list, select the type of the document.
In the Attributes section, specify attributes for the document using the following fields:
Field Name
Description
Number
An autogenerated number for the document. You can edit this field through Object Initialization Rules (OIRs).
Name
Type a document name from 1–160 characters. Otherwise, a name is autogenerated based on the file name that you selected as the primary content. You can edit the name if required.
Description
Type a text description fewer than 4,000 characters.
Location
Select one of the following items:
• Autoselect Folder—Uses a folder location that is predetermined by the object initialization rules for the context.
• Select Folder—Select the folder location of the document from a list of folder and subfolders where the New Document action was launched.
Life Cycle Template
If this field appears, select the life cycle template you want to use for the document from the drop-down menu.
Team Template
If this field appears, select the life cycle team template you want to use for the document from the drop-down menu.
Select the Keep checked out after checkin check box to keep the document checked out after it is created. Click Finish to complete the document creation.
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