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User Management 4

How to Create or Edit a Document from an Existing File

Strev allows you to create or continue working on documents using existing files. You can upload files from your computer or select files already stored in your Smart Repository.

Option 1: Upload a File from Your Computer

Use this option when your document is stored locally on your device.

Steps:

  1. Go to Documents → Create
  2. Locate the Upload File section
  3. Either:
    • Drag and drop your file into the upload area, or
    • Click the upload box to select a file from your computer
  4. Wait for the upload to complete

Once uploaded, the file will open in the document editor where you can:

  • Review and update content
  • Apply formatting
  • Send for review or signature

Option 2: Use a File from Smart Repository

Use this when your file already exists in Strev.

Steps:

  1. Go to Documents → Smart Repository
  2. Locate the file you want to use
  3. Right-click on the file
  4. Select Create Document

The system will open the file in the document editor, allowing you to start editing.

What Happens Next

After opening the file (via upload or Smart Repository), you can:

  • Edit and format the content
  • Add comments or collaborate with others
  • Track changes during review
  • Share the document or manage permissions
  • Send the document for review or signature

When to Use Each Option

  • Upload File → When the document is on your computer
  • Smart Repository → Create Document → When the file already exists in Strev

Tips

Rename files clearly before converting them into documents

Use Create Document instead of downloading and re-uploading files

Avoid duplicate uploads when the file already exists in the repository

Still stuck? How can we help?

1900 Powell St. Suite 700,
Emeryville, CA, 94608, USA

Email: support@strev.ai
Phone: +1 855-873-8683