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How to Create Document?

This guide helps to Create a document in Doculan allows you to build professional, customizable files either manually or with AI assistance. You can edit text, apply formatting, adjust styles, and insert images or additional pages to structure your document effectively. Built-in spell check ensures accuracy before saving your work. Once completed, the document can be saved and exported in PDF format for secure use and sharing.


Steps to Create a New Document

  1. Navigate to the Doculan Dashboard.
  2. Select Documents from the main menu.
  3. Click the Create button.

Screenshot 1

Step 1 — Create a New Document


Choose Document Creation Method

  1. A popup appears with the message:
    “What kind of document would you like to create?”

Screenshot 2

Step 1 — Create a New Document


Enter Document Type

  1. Enter the required Document Type to auto-generate the document.

OR

  • Click Cancel to close the popup and create a document manually.

Screenshot 3

Step 1 — Create a New Document


Use the Document Editor and Format the Document

  1. The Document Editor opens with full editing capabilities.
  2. All editing menus are draggable and can be positioned anywhere near the document for convenience.

You can format the document using the following options:

  • Change font styles and text colors
  • Increase or decrease font size
  • Insert images, logos, or additional pages
  • Use spell check to ensure content accuracy

Screenshot 4

Step 1 — Create a New Document