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docs/Document/Documents_Create.md

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# How Create Document?
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# How to Create Document?
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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.
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# Steps to Create a New Document
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## Steps to Create a New Document
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1. Navigate to the **Doculan Dashboard** and select **Documents** from the main menu.
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2. Click the **Create** button. Two options will be displayed:
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- **Create Manually** – Manually design and create a document.
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- **Create with AI** – Automatically generate a document using AI.
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3. For **manual document creation**, click **Create Manually** to proceed
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4. Start writing or editing your text
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5. Format the document as needed:
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- Change **font styles & colors**
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- **Increase / Decrease** font size
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- Insert **images**, **logos**, or **pages**
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6. Doculan provides **spell check** to ensure accuracy
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7. Save the document (**PDF format only**)
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1. Navigate to the **Doculan Dashboard**.
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2. Select **Documents** from the main menu.
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3. Click the **Create** button.
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**Screenshot1:**
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**Screenshot 1**
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<img src="screenshots\Document\Document-Create.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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---
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## Choose Document Creation Method
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4. A popup appears with the message:
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**“What kind of document would you like to create?”**
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**Screenshot 2**
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<img src="screenshots\Document\Document-Create2.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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## Enter Document Type
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5. Enter the required **Document Type** to auto-generate the document.
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**OR**
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- Click **Cancel** to close the popup and create a document manually.
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**Screenshot 3**
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<img src="screenshots\Document\Document-Create3.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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## Use the Document Editor and Format the Document
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6. The **Document Editor** opens with full editing capabilities.
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7. All editing menus are **draggable** and can be positioned anywhere near the document for convenience.
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You can format the document using the following options:
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- Change **font styles** and **text colors**
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- Increase or decrease **font size**
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- Insert **images**, **logos**, or **additional pages**
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- Use **spell check** to ensure content accuracy
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<img src="screenshots\Document\Document-Create2.png" alt="Step 2 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot 4**
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---> The above **Screenshots** represent that how to **Create a new Document.**
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<img src="screenshots\Document\Document-Create4.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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docs/Document/Documents_Upload.md

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# How to Upload Document?
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# How to Save Document?
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This guide helps to **Upload a document to Doculan** allows you to securely store and manage files within the platform. Simply choose the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. The process supports efficient document management and seamless retrieval.
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This guide helps to **Save a document to Doculan** allows you to securely store and manage files within the platform. Simply choose the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. The process supports efficient document management and seamless retrieval.
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## Save the Document
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# Steps to Upload to Doculan Storage
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1. After creating or editing the document, click the **Save** button in the **Document Editor**.
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- Documents can be saved **locally** or in **Doculan Storage**
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- If saving to Doculan storage:
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- Select the correct **folder path / storage path**
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- Upload the **PDF file**
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**Screenshot 1**
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**Screenshot1:**
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<img src="screenshots\Document\Document-Save1.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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<img src="screenshots\Document\Document-Upload1.png" alt="Step 1 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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## Enter Document Name
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2. The **Save New File** popup appears.
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3. Enter the required **Document Name**.
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4. Click **Confirm Save** to proceed.
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**Screenshot 2**
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<img src="screenshots\Document\Document-Save2.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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## Select Storage Location
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**Screenshot2:**
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5. The **File Upload** popup appears.
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6. Select the required **folder** where the document should be stored in **Doculan Storage**.
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7. Click **Upload File** to save the document.
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<img src="screenshots\Document\Document-Upload2.png" alt="Step 2 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot 3**
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---> The above **Screenshots** represent that how to **Upload Document.**
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<img src="screenshots\Document\Document-Save3.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---
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## Verify Saved Document
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8. The document is successfully uploaded and can be viewed in the selected folder within **Doculan Storage**.
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**Screenshot 4**
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<img src="screenshots\Document\Document-Save4.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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docs/_sidebar.md

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- **Document Editor**
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- [How Create Document?](Document/Documents_Create.md)
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- [How to Upload Document?](Document/Documents_Upload.md)
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- [How to Create Document?](Document/Documents_Create.md)
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- [How to Save Document?](Document/Documents_Upload.md)
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