How to create a dossier

Learn how to create a new dossier (as well as a new dossier from a template) step by step.

Create a blank dossier

1. Navigate to the My Space - Dossiers section
2. Click on the New Dossier button in the upper right-hand corner to get started.
3. Select a dossier type (Standard, Requirement - depends on your organisation configuration what types you can see) and select the blank dossier option
4. Give your dossier a name
5. Once you are done, click Create dossier button, the dossier will be created and you will be able to edit the dossier content and its properties (if those are specified for your organisation).

Create a new dossier from a template

1. Select a dossier type (same as in the previous step)
2. Select Create from template option and click Continue
3. Find your template by its name and select it
4. Fill in the desired name of the dossier and click Use Template

5. In case you want to create a new template for your dossiers, you can skip point 3 and click Create new template button. The template can be later used for creating new dossiers.

Note: to "Create a new template" is a feature enabled only to Organization managers.