Guides

Add a new Document

Overview

To add a Web document, a category is required. Categories are needed to group and store the documents.

  1. Go to Documents and Manage Documents.


     
  2. Click Add Category.


     
  3. Enter the Name of the category you wish to create.
  4. Click the OK button.

Adding a Manual

  1. Click on the Category that your new document belongs to. In the example the category Manuals is used.
  2. To create a new document, click either of the buttons (depending on the type of document to be created): Web document, File document or External document.‚Äč
  • A Web document is a document edited and managed within the Web Manuals Server Administration and possible to view on the site.
  • A File document is a document on the site, which is downloadable, e.g. PDF and Word documents.
  • An External document refers to a document which does not exist on the site, i.e. a static link.

Web Document

  1. Choose Document type, which is the workflow status that the pages under the document should fall under.
  2. Choose the desired Name of the document.
  3. If desired, type a Short code for the document (e.g. OM-B).
  4. Click Add to add the document.

Note: These settings can be changed afterwards.


File Document

  1. Choose Document type, which is the workflow status that the document should fall under.
  2. As this type of manual is a container for a downloadable document, you need to upload a file.
    Click on [Click here to upload file] and select the document(s) you want to upload. You can select and upload multiple documents at the same time.
  3. Choose the desired Name of the document.
  4. If desired, type a Short code for the document.
  5. If desired change the Revision name.
  6. Change the revision date if desired (default is todays date)
  7. If Publish is set to Yes the document will be publish immediately.
  8. Set Send reminder to Yes if you want to send an immediate reminder to the readers who have the appropriate permissions on the document.
  9. Click Add to add the manual.
     

Note: These settings can be changed afterwards.


External Document

  1. Choose Document type, which is the workflow status that the document should fall under.v
  2. Choose the desired Name of the document.
  3. If desired, type a Short code for the document.
  4. If desired change the Revision name.
  5. Change the revision date if desired (default is todays date).
  6. On External URL put in the URL to the document that should be added.
  7. Set Send reminder to Yes if you want to send an immediate reminder to the readers who have the appropriate permissions on the document.
  8. Click Add to add the document.

Note: These settings can be changed afterwards.

Sign in

Lorem ipsum dolor sit amet consectetur adipisicing elit. Sequi earum repellat id accusamus unde labore nihil quam impedit voluptates modi ratione, amet in!