---
title: "How to Create a File"
slug: "v4howtocreateafile"
tags: ["create", "how", "version4", "file", "to", "basics", "v4"]
updated: 2023-09-25T23:40:35Z
published: 2023-09-25T23:40:35Z
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a File

## **1.0 From your Computer into Synergy**

### 1.1 Drag and Drop

- Open the job tree structure to the below folder
- Drag and drop the folder called "Client" from Windows Explorer into 12d Synergy

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/d9aba930-57de-408c-b08b-d35cbdfed2d6.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/cfcbdb1c-5639-40cc-86e6-469d7e8dbfb6.png)

- Under the new imported folder a document called "20141110-Client Meeting" will also have been imported.

## **1.2 From 12d Synergy**

A file or multiple files can also be brought into 12d Synergy using the ribbon =>Add Files ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/94db746d-6d11-48a1-882c-389558d71e92.png)

- Under the folder 02 Administration\Meeting Minutes\Client
- User => Add Files ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/f08ce7fb-11aa-4845-9000-1aff70727061.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/c9a75350-44e6-4233-9ae9-e13e81b5e379.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/16978bf4-b588-48dc-9ffd-6093beaedd80.png)

### 1.2.1 Set File Types in a Folder

- On folder 02 Administration\Meeting Minutes
- Create a Folder using the 12d Synergy ribbon =>New Folder![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/11d80a39-68bd-4801-a505-40f10e346e02.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/1603dc6b-476b-4d76-87db-d5f37423dec1.png)

By adding file extensions to "Allowable file types" this means no other file types will be allowed inside this folder.

## **1.3 From another File/Library**

What can also be done for new documents is to use a company standard or template

- On folder 03_Engineering\Letters
- Create new file using 12d Synergy ribbon =>New File ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/b19154a4-f11d-45c0-91e1-6a3e337d7152.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dbe4c5b4-4e66-41b6-94b7-82eb4892c79f.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/ad601deb-622d-435e-9780-9eec3cc16500.png)

F.Y.IFrom Library just removes browsing steps to that particular file template. Available if Administrator has set **File Template Job.**

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/f260b34a-e96a-4047-b47a-ec39060b5936.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/a12972ab-fc3b-40b4-be3e-61b37e87caf4.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/f750740c-734e-4dd7-b1ce-89f9ee459aa9.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/67b889b1-ac87-4f98-80bd-6b70c37c14ae.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/e90e9170-0d42-48ad-9b46-930577db3905.png)

- Select the option you require.

## **1.4 Using Naming Rules**

- Open the Job tree structure to the below folder
- Drag and drop file called "Site-001.jpg" from Windows Explorer into 12d Synergy

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/fe91b388-ca6d-4436-818d-868312605d60.png)

- A File Name Builder panel will appear because a naming rule has been predefined by an Administrator. See "SA03 - Admin Templates".

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/b1b1643a-fcfc-46a0-97bd-1bf25f59ee62.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/9ecdb7fe-58b0-4b16-916d-893b3a227ff2.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/b716af80-4db6-4003-bdb0-7690add272e9.png)

## **1.5 Copy, Move and Link**

If a file is required in a different folder location there is a number of options to allow this.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/d1280a27-48f9-49f6-af96-8c72793dc766.png)

The Three options are as listed

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/7609addb-bfcf-414b-8373-bde49b7da9cf.png)