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Add a new Document: Web, File, and External Document types

This guide covers the following:

In order 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.
  1. Click on Add New Category, which you find in the bottom right corner of the window.
  2. Enter the name of the category you wish to create.
  3. Click on Save.

Adding a Web, File or External Document 

  1. Click on the Category that your new document belongs to. 
  2. To create a new document, click on Add New Document, which you find in the bottom right corner of the window, and select the type of document that you would like to create:  Web document, File document or External document.​
  • 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 such as PDF, images, Word document. PDF and images can be opened directly in Web Manuals. All other documents need to be downloaded.
  • An External document refers to a document that does not exist on the site, i.e. a static URL link.

Web Document

  1. Choose Document type, which indicates which type of review process the document should go through, among other settings. 
  2. Specify the name of the document.
  3. If desired, type in a Short Code for the document (e.g. OM-B).
  4. Click on Save to add the document.

Note: These settings can be changed afterwards.

File document

  1. Choose the Document type, which indicates which type of review process the document should go through, among other settings. 
  2. As this type of manual is a container for a downloadable document, you need to upload a file.
    Click on Upload file(s) and select the document(s) you want to upload. You can select and upload multiple documents at the same time.
  3. Specify the 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 today’s date)
  7. If Publish is selected the document will be published immediately.
  8. If Send reminder is selected an immediate reminder is sent to the readers who have the appropriate permissions to the document. 
  9. Click on Save to add the manual.

Note: These settings can be changed afterwards.

External Document

  1. Choose Document type, which indicates which type of review process the document should go through, among other settings. 
  2. Specify the 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 today’s date).
  6. In the External URL field insert the URL to the document.
  7. If Send reminder is selected an immediate reminder is sent to the readers who have the appropriate permissions to the document. 
  8. Click on Save  to add the document.

Note: These settings can be changed afterwards.

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