Documents / Creating Documents in MAGIQ Documents

There are several different ways to create documents in MAGIQ Documents.

1. Use the MAGIQ Documents add-in for Microsoft Office.
2. Upload an existing document into an MAGIQ Documents folder.
3. Use WebDAV to save a document directly into MAGIQ Documents.
4. Use Zip Upload to upload multiple documents at once.
5. Use the "E-mail Registration Tool" to upload EML format emails.
6. Use the built-in HTML Editor to create rich HTML documents.

Use the MAGIQ Documents add-in for Microsoft Office

• Download the add-in using the "Client Add-in / Programs" menu under the main Tools menu.
• This add-in allows full Microsoft Office Integration into MAGIQ Documents.
• Specific help on how this add-in can be installed can be found here:
  Microsoft Office Add-in Setup Manual.
• A user's guide to MAGIQ Documents Office Add-in can be found here:
  Microsoft Office Users's Guide.
• For more installation options navigate to the MAGIQ Documents Support page.

Uploading an existing document into MAGIQ Documents

• Navigate to the Document Library by clicking on the "Document Library" tab from the portal screen.
• Navigate to the folder where you would like to store your document.
• Click on the "New" Menu.
• Choose the "Upload" menu item.
• At the "New Document" Window, click on the "Browse" button to navigate to the path of the existing document
• Enter a short description that describes the contents of this document (optional but recommended).
• Enter a comment (optional).
• Enter "Update Instructions". This information is included in the e-mail notification that goes out to the subscribers of this document (optional).
• Enter a "Completion Date" if you have completed this document. Note: Marking a document as complete will disallow further edits to this document until the completion date is reset or the percent complete information is set to something other than 100% (optional).
• By default, an e-mail notification will be sent to the subscribers of the folder when this document is uploaded. If you wish to suppress this e-mail, simply un-check the check box labeled "Send mail to subscribers".
• Click on the "Upload" button to upload your document into MAGIQ Documents.

Using HTML Form Templates to create documents

• Navigate to the Document Library by clicking on the "Document Library" tab from the portal screen.
• Navigate to the folder where you would like to store your document.
• Click on the "New" Menu.
• Choose the "Document from Template" menu item.
• A pop-up window will appear that displays a list of template documents to choose from.
• Choose a template from the list and click "Ok".
• The chosen form template will appear prompting you for the form fields.
• When finished, click on the "Submit" button (this depends on the form designer's preference) to submit your document.
• A new window will appear prompting you for a Name and Description for the new document.
• Enter a Name and a Short description that describes the contents of this document (optional but recommended).
• Enter a comment (optional).

Use WebDAV to save a document directly into MAGIQ Documents.

• Launch your favorite WebDAV compatible client tool such as Word, Excel, PowerPoint etc.
• Create your document and click on the "Save" button or menu item.
• When you are prompted for a folder path, select the Web Folder (Network Place) and navigate further into the MAGIQ Documents folder in which you wish to save your document.
• Click on "Ok" to save your document into MAGIQ Documents.

Note: Click here to read more about setting up WebDAV Folders

OR

• Launch file explorer and navigate to the MAGIQ Documents web folder.
• Double-click on this folder.
• You will be prompted to "Log in".
• Login to MAGIQ Documents WebDAV by entering your MAGIQ Documents id and password.
• Now that you are logged in, you will be presented with a list of library folders you can access.
• Simply drag-and-drop the documents from your desktop into this folder.
• The document(s) will be uploaded directly into MAGIQ Documents.

Use the Zip Upload utility

• Navigate to the Document Library by clicking on the "Document Library" tab from the portal screen.
• Navigate to the folder where you would like to store your document(s).
• Click on the "New" Menu.
• Choose the "ZIP File" menu item.
• At the "Zip Upload" window, click on the "Browse" button to navigate to the path of the zip file you wish to upload.
• Click on the "Upload" button to upload the zip file into MAGIQ Documents.
• The zip file will be uploaded and automatically expanded on the server.
• All the files in the zip file will be extracted in the target MAGIQ Documents folder.
• Note: If the uploaded zip file includes files with file names longer than the 64 character limit, they will be automatically truncated.

Please note that this screen has two very important options:

• Create New Versions
  This option (when checked), does an automatic "Check out" and "Check In" for existing documents. Documents that did not originally exist in the folder will be created as new documents.
• Only Changed Documents
  This option depends on the previous option (Create New Versions) and further refines the operation. When checked, it will create new versions for those documents that have been changed. So it will not create unnecessary versions for unchanged documents.
  

As soon as your document is created inside MAGIQ Documents, the "Document Properties" screen will appear. In this window, you may assign security, add keywords, subscribe others etc.

Security considerations:

To be able to create documents, you must have at least "ADD" rights in the folder in which the document is to be created.

An important thing to remember is that the new document (by default) will inherit the security permissions from the folder in which it is created. So if you would like to change or assign a different security, you must go to the "Security" screen in the "Properties" window.

More on this topic in Document Security