Create a New Document Using the Document Editor

The Document Editor allows users to create and edit documents directly within Compliance Manager. Documents can be created from scratch, formatted with the available editing tools, and saved without requiring external document-editing software.

Follow these steps to create a new document using the Document Editor:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Click the Add icon and select New File Upload.
3. The Add Document page will appear. Enter the desired document title.
4. Select the document type as Internal to access the document editor.
5. Choose one of the following options:
   • Select Upload File to upload an existing document from your system.
   • Select Create in Editor to create a new document using the Document Editor.

6. Click Open Editor. The Document Editor opens in a new window.

   

7. Enter the desired document content.
8. Use the available Document Editor tools to format and organize the document.
9. Save the document from within the editor.

10. Close the editor window when finished.

    📄 Learn More

    Refer to the Document Editor Overview article for information about the Document Editor interface and features.

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