There are several places and ways from which you can create documents in Athento. In this article, we will tell you the basic options.
Some options may not be available depending on your Athento team’s configuration.
Upload a document from the panel or dashboard
The dashboard is the first page that users see when they enter Athento.
From the dropdown menu in the drag-and-drop area, select the space and the form to which you want to upload your document.
If you do not select a space, the documents will be uploaded to your default space.
From the dashboard upload, documents are created with the form and space you have chosen. If neither of these is selected, the documents will enter the default space and form.
Create documents from the quick creation button
In the lower right corner of the screen, you have the blue quick document creation button. When you hover the mouse over the button, the option to create a document will appear.
Next, fill in the basic information for document creation.
- Title: Name you want your document to have.
- Space: Space to which you want to upload the document.
- Form: Document type associated with the document you want to upload.
- Document: Digital file you want to store. You can associate a file to the document after creation.
Upload a document from the navigation of a space
From the Spaces menu, click on the space to which you want to upload a document. Once there, you can drag or drop the document. In that case, the document will be created with the default form of the space.