How to Find and Preview a Document

Table of Contents

1 Introduction to Document Previews
2 The Example Document
3 Step 1. Select your Documents Space
4 Step 2. Select your Documents Language
5 Step 3. Using the Search Function
6 Step 4. Previewing your Documents Page
7 Last Step. Your Document Preview Tab

Introduction to Document Previews

One of the most common tasks in Carbon Editor is to find and review a document. This page will step you through the process of how to find your document in Carbon Editor and how to preview it. It is a simple set of four steps and all of which will take place within Carbon Editor. Carbon Editor will be the primary location you will be able to add and edit any of your content.

This is your main content repository and only those staff members who actually have to review and edit content should be given access. All others staff requiring document previews will be able to view all the content from the For Patient App Dashboard directly.

The Example Document

This walk-through with use the test example document: “Lectura 3: ¿Cómo evitar las molestias de la hernia inguinal?”

Step 1. Select your Documents Space

We know the name of our document so we can begin the process of finding it by selecting the Space it belongs to first. The Hernia Inguinal Document Space.

Step 2. Select your Documents Language

Now we are in the Space for the Hernia Inguinal Documents next we need to select the Language of the document. The document language of this example is Spanish.

Step 3. Using the Search Function

From this page the quickest way is to use the Search Field. Because we know the name of the document we can simply add some of the name to the search function. You can also scroll through the list of documents to locate it.

Now add the name of the document and click the “Search“ button to begin your search for the document called Lectura 3: ¿Cómo evitar las molestias de la hernia inguinal?

Step 4. Previewing your Documents Page

Once Carbon Editor Completes the search it will display the results immediately. This is also a good way to see if you have duplicated documents and the search results will show all documents that meet all or some of your search words. This page shows both the Document and the Page within the document. In this case there is only one page.

Click the Document name to look at the Document Details page.
Click the Page name to immediately Preview the Document.
Click the Edit Content drop down button to see a selection of Edit Page functions you can take with this page.

Last Step. Your Document Preview Tab

When you click the Page name (Step 4 / #2) you will now see you page open into a new browser tab. From here you can read and review the content or close the new preview tab and continue editing your documents.

IMPORTANT NOTE: When you preview a document you are actual viewing the Page of that document. It is important to know when you need to edit a document and when you need to edit a page. Pages are ALWAYS nested into a document. So if a page of content the public will see then that means the page within a document needs to be located and edited in Carbon Editor.

END OF TRAINING PAGE

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