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Contents

This section provides a guide and instructions for managing Documents in the dashboard.

STEP 1: Navigate to

your Documents

Select the “Content” menu option from the left menu panel in the dashboard. Click on “Documents” in the drop-down menu. Next, click on a document from the list to proceed.

STEP 2: Review

Document details

Here you can review the details of the Document by clicking on any of the documents in the main document list.

STEP 3: Create a new Document

To create a new Document, click the “New” button in the top right corner of the page to view a drop-down menu.

STEP 4: Add Document Details

Next, start adding the required Details in the fields including the document Title, Description, Language, and Status.

There are two Status options to choose from:

Select “Publish document once created” if you want the document to be published.

Select“Don’t publish document”if you don’t want the document to be published.

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STEP 5: Add Content to a Document

Here you can attach the required PDF content to the Document.

Click on the “Click or drag the file…” option to begin the process of uploading the PDF. This will open a dialogue box to find the PDF on your computer. Select the desired PDF and click upload.

Or click the “Download Templates” option to download a Word.docx file template to generate a standard PDF formatted document.

Next, review your uploaded PDF to make sure it is the correct file. Click the next arrow to continue.

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STEP 6: Review the

details of the

Document

Here you can Review the Document details with the attached content. Press the back arrow to make any changes.

Once reviewed, click on the “Save”button to create the new Document.

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STEP 7: Preview

the

a Document

To preview the a document, click on a document in the “Content”section. Click on the Open icon to open and preview the document.

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STEP 8: Editing the Document

To edit the Document, click on the “Edit” option in the top-right corner of the page. Make sure to save any changes made to the Document.

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STEP 9:

Deleting the

Delete a Document

To delete a Document, click on the Bin icon in the top right corner of the page. A pop up will then ask you to confirm deleting the Document. Click “OK”to delete.

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STEP 10: Publish/ Unpublish

the

a Document

You can Publish or Unpublish the Document by selecting the icon in the top right corner next to the Bin icon, as shown below.

Note: Published Documents are visible on Pathways whereas Unpublished documents are not.

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STEP 11: Filtering the

Document

Documents

You can filter the Documents from the main list by Language type using Language by selecting the Filter icon, as shown in the below.

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