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Creating files with SoftExpert Editor

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Blue-background icon that takes you to the first step of the main SoftExpert Drive workflow.
Blue-background icon that takes you to the second step of the main SoftExpert Drive workflow.
White-background icon that takes you to the third step of the main SoftExpert Drive workflow.
White-background icon that takes you to the fourth step of the main SoftExpert Drive workflow.

 

Prerequisite

  • Access to the Drive (DR001) menu.

 

Introduction

The file creation feature in SoftExpert Drive allows you to create text documents directly in the system, without relying on external tools.

With an intuitive interface and advanced formatting resources, you can compose content with practicality and flexibility, optimizing the production and recording of information.

Among the editing resources, the following stand out: full text formatting, the insertion of images, tables, lists, and bullets, and the automatic saving of the text.

In this article, a file will be created about the engagement analysis of a marketing campaign to illustrate the steps.

 

Create file

1. Access the Drive (DR001) menu in the My drive view.

2. Open the folder in which you want to create the file.

3. Expand the Create button.

4. Click the Blank file option so that the editor is opened.

5. Use the Rename option to define the file title.

6. Type the file content in the blank area.

User following the steps to create a file in the Drive editor.
  • The changes will be saved automatically.
  • Use the Share button to grant editor permission to other users, enabling simultaneous editing of the file.
  • Use the Export button to download the file in docx. or pdf. format.
 

 

Conclusion

Creating files in SoftExpert Drive offers a complete text editing experience, with resources such as automatic correction, real-time saving, and support for the insertion of images, tables, and lists.

Click here to learn how to use simultaneous collaboration to edit the file.

Access the next step of the flow to learn how to share your folders and files.


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