Adding a new document in Triark Cloud is straightforward and efficient. Whether you’re uploading technical drawings, revision notes, or lists, the New Document function helps you register your documentation properly for tracking and collaboration.
🧰 When Should You Create a New Document?
Use the Create New Document function when:
- You have a new technical document to register
- You need to add internal documentation or supporting files
- You’re starting a document workflow from scratch (instead of duplicating an existing file)
🖱️ How to Create a New Document
- Click the "+ New Document" Button
You’ll find this button in the Document List View, usually at the top right. - Fill in the Document Details
Complete the fields in the Create Document panel:- Project – Select the relevant project for the document
- Document Name – Give your document a clear and descriptive title
- Document Number – Enter the document number. Follow your company's internal numbering convention for consistency
- Category – Classify the document by type (Drawing, Instruction, Revision, etc.)
- Status – Choose the document’s current progress status (Working, Paused, Not Started, etc.)
- Responsible Persons – Assign team members responsible for the document
- Access Tags – Control who can view or edit the document
- File Upload – Upload the file (PDF, DWG, Excel, etc.)
- Save the Documentd
Click Save to create the document and add it to your list.
🔐Who Can Create Documents
Only users with the correct premissions or roles can create new documents in Triark Cloud.
🗂️ Why Proper Document Registration Matters
Adding clear and accurate details during document creation helps your team:
- Find documents easily using filters and search
- Track responsibility so everyone knows who is in charge
- Control document security using Access Tags
- Manage revisions efficiently throughout the document lifecycle
Taking the time to register documents correctly prevents confusion and ensures a smooth workflow later on.
🛠️ Example Use Case: Engineering Document Creation
An engineering team uses the New Document function to:
- Upload and register new technical drawings for ongoing projects
- Assign each drawing to the responsible engineers
- Set status to Working for internal collaboration
- Control access so only the project team can see the drafts
- Use consistent document numbers to align with internal systems
❓ FAQ
Q: Can I create documents without linking to a project?
No, each document must be connected to a Project or Product for tracking purposes.
Q: What file formats are supported?
You can upload common formats like PDF, DWG, Excel, Word, and images.
Q: Can I change the document number after creation?
Yes, but it’s recommended to enter the correct number during creation.
Q: What if I accidentally assign the wrong category or status?
You can edit both fields later using the Edit Document function.
