Overview

• The document section of the site is a place where you can store and share electronic publications, such as Documents, Spreadsheets, Presentations, Image files etc.

  All documents are stored in categories you define and each category has one or more member groups that can access the documents. Alternatively, if the category is marked as public, anyone can view the documents therein and may also displayed in the home page document widget if desired.

Adding and Editing Categories

• To add or edit a category, click the add category link above the category table or the pencil icon to the right of a category in the table to edit an existing one.

  Figure 1 - Adding/Editing a Category
  
  
  
• The fields when working with categories are;
• Category Name
  The name of the category as displayed to users.
• Category Description
  The description of the category for internal use
• Catergory Is Public
  If the category is public, anyone, whether or not they are a member or guest of the site may view the document.

  If public, the category group(s) drop down list below will not be visible.

• Category Group(s)
  select the member groups who you wish to have access to this category. You can add or remove groups at any time.

• Click add or update when finished to save your changes.

• To delete a category, click the trash can icon to the right of the category in the category table.
  Note: If you delete a category you will also delete any documents that are contained in that category.

Adding or Editing a Document

• To add or edit a document, click the add new document link above the document table or the pencil icon to the right of a document in the table to edit an existing one.

  Figure 1 - Adding/Editing a Document
  
  
  
• The fields when working with documents are as follows;
  
• Document Description
  Internal document description.
• Document Category
  The category the document falls under. Ensure you put sensitive documents in the correct category!
• Show on Home Page - Only applies to documents in a publicly viewable category
  If checked and in a public category, will display the item in the home page widget.
• Is Sticky
  If checked, ensures the item is kept at the top of the list when on the document page or the home page widget.
  Items are sorted by their stickiness followed by their descending date order. e.g if 2 documents are sticky, the newer document will be topmost
  Stickiness does not apply to the document admin table as it is very easy to order by the table column headers.
• Document
  The physical document file held on the disk.
  Note: The image upload button is a JQuery control that requires the Adobe Shockwave Flash™ player to be installed in your browser. If you see this control instead of this control then the Adobe Shockwave Flash™ player is not installed and/or enabled. You may acquire it here.

• When you have finished making your changes click the Add or Update Document button.

• To delete a document, click the trash can icon to the right of the document in the documents table.