Creating New Documents and Folders

Create new documents and folders from anywhere in via the Workspaces sidebar.

In, “documents” refers to Workbooks, Reports, and Dashboards. Documents are housed in Workspaces and can be organized into folders.

To create a new document or folder, open the Workspaces sidebar and click the New button. Select a document type from the dialog.


Once you make a selection, you will be prompted to give your new document or folder a name and a location. New documents and folders can be placed in a workspace, or in a folder within a workspace.


Learn More: Documents and Folders

Learn more about documents and folders with these resources: