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CM Box Documentation

Create and upload content

Create a new content item — for example a document — by choosing a content type, uploading a file from your computer, and filling in its metadata, so it is saved as a draft ready for review and publishing.

Before you start: open the repository’s Asset Browser (see Browsing content). You need create permission in the repository — without it the Create button is not shown.

Steps

Section titled “Steps”
  1. Click the blue Create button in the Asset Browser header bar. The Create New Asset pane opens.
  2. In the dropdown at the top of the pane, choose the content type — for example a document, form, or policy type. The dropdown is searchable, so you can type to find the right one. The form below updates to show that type’s fields.
  3. Enter an Asset Name. This is required.
  4. The Slug (the item’s URL-friendly identifier) fills in automatically from the name. You can adjust it, but the suggested value is usually fine. A green check appears when the slug is valid and unique.
  5. Optionally enter a Description.
  6. If the type stores a file, click the Native File field and choose the file to upload from your computer. (Some types are metadata-only and have no file field.)
  7. Fill in the remaining fields. Required fields are marked with a red asterisk, and fields may be organized into collapsible groups. What you see here depends entirely on the content type your administrator configured.
  8. Click Save at the top of the pane.
  9. If your repository routes this kind of change through review, a dialog opens asking you to add the item to an update package — choose New Package or Existing Package and click Submit to Package. See Submitting content for review.

Verify

Section titled “Verify”

The new item appears in the content list with a Draft status and version 0.1. Click it to review what you entered. If you submitted it to a package, it also appears in that package’s item list.

Troubleshooting

Section titled “Troubleshooting”
  • Save does nothing and fields turn red — a required field is empty. An error summary appears at the top of the form; fill in the listed fields and click Save again.
  • The slug is flagged with a red icon — another item already uses that slug. Change it to something unique.
  • You don’t see the type you need — content types are set up by your administrator; ask them if a type is missing from the dropdown.
Section titled “Related”