In order to add a Web document, a category is required. Categories are needed to group and store the documents.
- Go to Documents and Manage Documents.
- Click on Add New Category, which you find in the bottom right corner of the window.
- Enter the name of the category you wish to create.
- Click on Save.
Adding a Web, File or External Document
- Click on the Category that your new document belongs to.
- 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
- Choose Document type, which indicates which type of review process the document should go through, among other settings.
- Specify the name of the document.
- If desired, type in a Short Code for the document (e.g. OM-B).
- Click on Save to add the document.
Note: These settings can be changed afterwards.
File document
- Choose the Document type, which indicates which type of review process the document should go through, among other settings.
- 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. - Specify the name of the document.
- If desired, type a Short Code for the document.
- If desired change the Revision name.
- Change the revision date if desired (default is today’s date)
- If Publish is selected the document will be published immediately.
- If Send reminder is selected an immediate reminder is sent to the readers who have the appropriate permissions to the document.
- Click on Save to add the manual.
Note: These settings can be changed afterwards.
External Document
- Choose Document type, which indicates which type of review process the document should go through, among other settings.
- Specify the name of the document.
- If desired, type a Short Code for the document.
- If desired change the Revision name.
- Change the revision date if desired (default is today’s date).
- In the External URL field insert the URL to the document.
- If Send reminder is selected an immediate reminder is sent to the readers who have the appropriate permissions to the document.
- Click on Save to add the document.
Note: These settings can be changed afterwards.