Add document content
When you first add a new document to Toolbox, you've only created a place for your document to go.
The next step is to add the content of your controlled document.
First go to the 'DRAFT' tab and then look down the page to find the 'Content' tab, which holds the document content.
You can add different kinds of content using the buttons:
Either upload a file attachment as the controlled document, or create the document within Toolbox. Each approach has different advantages:
- If you create the document within Toolbox, it's easily accessible to your users since they don't need to download and open a file. The document content is just like a webpage - click on the link to open the page, and the document is right there. When you print a document created in Toolbox, it will show your logo up in the header. If your company changes its logo, you'll only need to update it in one place to have all your documents showing the new logo.
- Upload the document as a file attachment if you want more control over the formatting or have a lot of existing documents you want to get into Toolbox quickly. In this case, your users will need to download the file and open it in order to see the document content. Note that the file can be anything you want to control - a Word, Excel, Visio, Powerpoint, video, audio, even a machine configuration file. Toolbox doesn't interfere with the uploaded file at all, so whatever you put into Toolbox will come back out again the same.
To build a document within Toolbox
Click on the relevant button to add of the following sections to your document:
TEXT - a section of text
To upload a file attachment
Under the document content section, there are two file buttons to choose from. You can only have one of each.