Managing documents
How do I add a new document?
There are three different ways that you can add a document to the Intranet.
Add button
Click 'add' - You will now see the 'type' screen, select 'Document'.
You are now presented with the details screen, click 'Select file', now choose the document that you wish to upload.
Enter the Document title into the 'Asset Title' field.
Enter the same into the 'Alternate Text' field
Click categories - The system will automatically select the category for the page that you are on, if this category is not the one that you would like your document to appear under you can change it by clicking the + button next to all categories and browsing to the area of your choice. When you get to your chosen area, simply click into the box next to the category name. The selected category will now appear on the right hand side under the 'Category heading'. If there are any categories in that list that you do not wish your document to appear under, click into the box next to them and click 'remove selected'.
Click 'metadata' - When you upload a document the system automatically displays your name as the document owner. If you would like a different name to appear you can change the owner here. Click 'Change', now browse for the appropriate user by typing their surname in to the search box, click on the desired user and click select.
To publish the document click 'save and publish'.
Click here to watch the video guide.
Drag and Drop
Enter the Document title and the 'Alternate Text' field are automatically completed from the document title
Click categories - The system will automatically select the category for the page that you are on, if this category is not the one that you would like your document to appear under you can change it by clicking the + button next to all categories and browsing to the area of your choice. For example All categories>Corporate-Information>Policies-and-Procedures>Corporate-Resources>Human-Resourcesan-Resources. When you get to your chosen area, simply click into the box next to the category name. The selected category will now appear on the right hand side under the 'Category heading'. If there are any categories in that list that you do not wish your document to appear under, click into the box next to them and click 'remove selected'.
Click 'metadata' - When you upload a document the system automatically displays your name as the document owner. If you would like a different name to appear you can change the owner here. Click 'Change', now browse for the appropriate user by typing their surname in to the search box, click on the desired user and click select.
To publish the document click 'save and publish'.
Click here to watch the video guide.
How do I add a new document folder?
To add a new document category, browse to the page where you want the category to appear. If you have the permission to add categories you will see the 'Enter Category Name' box underneath the category navigator.
Browse through the category navigator by clicking the +symbol net to the category names until you get to the section where you would like the category to appear. For example Policies-and-procedures>corporate-resources>human-resources.
Enter your new category name into the box and press add.
Refresh the page by clicking the 'Refresh' button in your browser or by pressing 'F5' on your keyboard.
The new category will appear under Human Resources.
To add another category at the same level click on 'Human Resources' again and repeat steps 2 and 3.
Click here to watch the video guide.
How do I edit a document?
Find the document that you wish to edit, click the document title, click the 'Edit' tab above the document details.
You can now select a new file, change the document name, change the document category or change the document owner.
When you have made the changes click 'Save and Publish'
Click here to watch the video guide.
How do I change the owner of a document?
Find the document that you wish to edit, click the document title, click the 'Edit' tab above the document details.
Click 'metadata' - When you upload a document the system automatically displays your name as the document owner. If you would like a different name to appear you can change the owner here. Click 'Change', now browse for the appropriate user by typing their surname in to the search box, click on the desired user and click select.
Click 'Save and Publish'.
Click here to watch the video guide.
How do I delete a document?
Important, this can not be undone. When a document is deleted it is gone forever.
Browse to the page where the document that you would like to delete is.
Click the 'Edit' button above the documents table.
Click the check box next to the document that you wish to delete.
Click 'delete selected' button at the bottom of the document table.
Click 'Confirm Delete'.
Your document has now been deleted, this can not be undone.
Click here to watch the video guide.
