Creating Empty Documents
Metadata can still be assigned to empty documents, allowing you to track crucial information, such as current location or content. In addition, business processes can be run on empty documents, like any other document type.
You can also create empty documents and then add image pages and/or electronic files to them later. See Scanning into an Existing Document or Adding an Electronic File to an Existing Document for more information.
Empty documents open in the document viewer by default, but you can also choose to open only the Metadata dialog box for empty documents. You can configure the way that empty documents are opened in Options: View: Open With.
To create an empty document in the Windows client
- In the folder browser, open the folder where you want to create the empty document.
- Open the File menu, point to New, and select Document, or right-click in the Contents Pane, point to New, and select Document.
- In the New Document dialog box specify basic document properties, such as name, location, volume, tags, and field data. See Import and New Document Dialog Box for details on the available options.
- Click OK to create the document.
Note: If you chose to disable the automatic display of this dialog in Options: New Document: General, the New Document dialog box will not be displayed, and default properties will be used instead.
To create an empty document in the web client
- In the folder browser, select New Document from the File menu.
- In the New Document dialog box, assign the document a name, volume, and other metadata and click OK.
Note: If your repository is configured to use classification levels, and you are creating a document in a folder with a classification level set, the document's classification level will match the parent folder's classification level by default. Users with the Manage Entry Access privilege can manually choose another classification level. See Classification Levels for more information.