To create a new file:

1. Navigate to the folder in which to create the new file.

2. Select File > New > Document.

3. If a selection dialog box appears, select a template for the new file, and click OK. For detailed steps see Locate an item in a selection dialog box.

   If the repository’s Templates cabinet does not contain a template for a custom type, then you cannot create a file of that type now. Instead, you can create a file on your local computer, import it into the repository, and then assign it the custom type.

4. In the Create tab, do these:

   1. Type the name of the new file.

   2. To apply a lifecycle to the file, click Apply Lifecycle, then select the lifecycle. Then, if the option is available, select the lifecycle state.

   3. Enter additional information in the Create tab as needed.

5. In the Info tab, set properties as described in Table 2.1 in the topic Set properties.

6. If other tabs appear, enter information in those tabs as appropriate. For information on the functionality affected by those tabs, see the topic that covers that functionality.

7. Click Finish.