Navigate to the SharePoint site where Filer is installed at your organisation
Search for the record you are looking for using search, bookmarks, views or briefcases.
On the record click the ‘Create New File’ button in the top ribbon.
Users can select the file type, title of the file, document type and access type. The Document and Access types are configured by your organisation. When the user populates information about the article, they can see the metadata populated against the file. When all information has been populated, click ‘Create’ button to create the new file.
The newly created file will now appear in the record alongside other documents associated to the record. By clicking the ‘edit’ icon, the user can add content to the new file. For more information on how to edit a document see ‘How to edit a document’ article.