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Table of Contents

This page will guide you through the steps of navigating to the Content Documents and then how to create a documentsection provides a guide and instructions for managing Documents in the dashboard.

STEP 1: Navigate to Your Documents

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

STEP 2: Review the

Document details

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

STEP 3: Create

a new Document

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

STEP 4: Add Document Details

We can Next, start filling adding the required details Details in the field:

In the Details section, we can start adding Title of the document, Description of the document, Language required, and Status field will have the option to :

Publish Document once created: If 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Select“Don’t publish document: If ”if you don’t want the document not to be published.

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STEP 5: Add Content

We Here you can attach the required PDF content to the document in this field Document.

Upload the required file in this field.

The Content Menu

Click this area to begin uploading your

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

a

the PDF on your computer. Select the desired PDF and

then

click upload

it

.

Choose this

Or click the “Download Templates” option to download a Word.docx file

which you can use as a

template to generate a standard PDF formatted document.

STEP 5A: Review

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

created documentThe final category Review would help us to review the whole summary of the document or form

Document

Here you can Review the new Document details with the attached content. Press the back arrow if you want to change make any detailschanges. Click on the “Save”button to create a new documentDocument.

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STEP 7: Preview the

added document

Document

You can To preview the document by opening , click on a document in the “ContentSection. This would display the document you have added. ”section. Click on the Open icon to open and preview the document.

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STEP 8: Editing the Document

.Click

To edit the Document, click on the ‘“Edit’ ” option on in the top-right corner to edit the document where you can make the necessary changes and save the documentof the page. Make sure to save any changes made to the Document.

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STEP 9: Deleting the Document

Click

To delete a Document, click on the

‘Dustbin’ from

Bin icon in the top right corner of the page.

This is to delete a document and will prompt a warning modal. Prompt being displayed. Pressing OK will delete the document

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 documentDocument

You can Publish /or Unpublish the document using the option present on Document by selecting the icon in the top right corner next to the Bin icon, as shown below.

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

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STEP 11: Filtering the

document

Document

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

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