Creating documents
Applies to JungleDocs for SharePoint 2010-2019.
For JungleDocs for Office 365 tutorials, click here.
In this tutorial, you will learn how to create documents with JungleDocs. Note that you need to configure a rule before you can start creating documents with it.
To create a new document
1. Select the item or document from which you want to create a new document.
2. On the ribbon, click JungleDocs.
3. Click on the rule name to launch it, or click on the drop-down menu for options:
- Create from template creates a document from an assigned template
- Copy source copies contents from the source document. This option is only available when running JungleDocs from a document library with a document already selected.
- Upload
document uploads a new document and use it as a template
Note
Before launching a rule, you can check the Navigate to target list after creation box to be automatically redirected to the document library where the new document is created. You can also check the Open after creation box if you want the document to be automatically opened in Word.
If the document has Small Parts configured for it, the Small Part selection dialog will appear in a new window. Select the required Small Parts by clicking their checkboxes and click OK.
4. The document properties editing dialog window for the newly created document will appear. Note that a new file name has been generated and date columns have been calculated according to the JungleDocs rule. Most column values have been copied so that there is no need to copy-paste this information. Only the data specific to this particular document has to be entered. Once you have reviewed the information, click Save.
The new document has been created.
