How to create a document from scratch?

This tutorial will guide you through the process of creating your new document from scratch within the platform. Follow these steps to get started:

1. Create a Document

The first step is to create a new document, see below for how to do this:

1. Select Document Type: Under the Documents section, click on the appropriate document type you wish to create.  Some examples of document types you will see are; Financial Reports, News Items, FAQs Items, Factsheets etc.
2. Click on Create New Document: Press the blue + button to open the document creation dialogue.
3. Fill in the Details: Enter the title, description, and other required metadata for your new document.
4. Save and Continue: Once you’ve filled out the necessary information, click on the Save button to create your document.

The visual walk-through below shows how to create a document.

2. Build the Document Structure

After creating your document, you will be redirected to the Document screen, where you can manage the newly created document. Initially, the new document will appear as follows:

The document is currently empty, with only the basic properties set during the creation process. For more information about the functionalities of this screen, you can refer to the article "Intro to Documents."

Now it’s time to build the structure of your document. This involves adding sections and subsections to logically organise your content:

• Add Sections: Click on the Add Section button to create new sections. Name each section according to its content, such as "Executive Summary," "Financial Statements," or "Notes to the Financial Statements."
• Organise Sections: Move sections to reorder them as needed. Ensure your document flows logically and covers all necessary topics.
• Add Subsections: Within each section, you can add subsections to further break down the content. This helps in organising detailed information and making the document easy to navigate.

Follow these steps to create the document structure:

3. Start with Editing Your Document Content

With your document structure in place, you can begin adding content:

• Select a Section or Subsection: Click on the desired section or subsection to start editing its content.

• Edit Text: Use the rich text editor to add and format your text. You can include headings, paragraphs, lists, and various formatting options to enhance clarity and readability.

Follow these steps to edit your document content:

4. Create a PDF to view your first document in Tangelo

Creating a PDF of your document in Tangelo is a straightforward process. Follow these steps to generate and download a PDF version of your document:

By following these steps, you'll be able to create a document in Tangelo. As you become more familiar with the platform, you’ll discover additional features and tools that can further enhance your document creation process. Happy documenting!