Document Management - Adding / Editing / Deleting a Document

Document Management - Adding a Document

1.        Open Documents > Documents.

2.        Press Add button to add a new document.

3.        Fill out the document details, including LOC_NAME and SITE_NAME.

4.        If this is a digital document, press File or URL button to select the file. If this is about a web site, enters the URL for this web site.

5.        Use Add Associations button to link locations to this document.

6.        Press the Save button to save the information.

Document Management - Editing a Document

1.        Open Documents > Documents.

2.        Press Show All Documents button to load add documents.

3.        Click on one document in the document list to select it.

4.        Press Edit button to make this selected document editable.

5.        Enter document information to the document property fields.

6.        Use File or URL button to change digital file path and file name. If it is a web site, enter the web site address (URL).

7.        After editing, press Save button to save the changes, and click Cancel button to exit the edit mode.

Document Management - Deleting a Document

1.        Click on one document in the document list to select it.

2.        Press Delete button to delete the selected document.

3.        A message shows for the user to confirm the deletion action, choose Yes to delete and choose No to not delete.