4.1 How to Create, Edit & Delete Documents

Table of Contents

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Outline

This page will guide you through the steps of navigating to the Content Documents and then how to create a document.

STEP 1: Navigate to Your Documents

Select the Content menu option from the menu panel on the left of the dashboard screen. Click on Documents from the drop-down on the menu panel on the left of the dashboard screen. Click on a document from the list for the next step.

STEP 2: Review the document details

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

STEP 3:Create New document

You can always create a new document using

the option “New” with the drop-down present on the top right corner of the page.

STEP 4: Add Document Details

We can start filling the required 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 you want the document to be published

Don’t publish document: If you want the document not to be published.

STEP 5: Add Content

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

Upload the required file in this field.

The Content Menu
Click this area to begin uploading your PDF. This will open a dialogue box to find a PDF on your computer. Select the desired PDF and then upload it.
Choose this option to download a Word.docx file which you can use as a template to generate a standard PDF formatted document.

STEP 5A: Review your uploaded PDF

STEP 6: Review the details of the created document

The final category Review would help us to review the whole summary of the document or form with the attached content. Press the back arrow if you want to change any details. Click on the Save button to create a new document.

STEP 7: Preview the added document

You can preview the document by opening a document in the Content Section. This would display the document you have added. Click on the Open icon to preview the document.

Step 8: Editing the Document.

Click on the ‘edit’ option on the top-right corner to edit the document where you can make the necessary changes and save the document.

STEP 9: Deleting the Document

Click on the ‘Dustbin’ from 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.

STEP 10: Publish/Un publish the document

You can Publish/Un publish the document using the option present on the top right corner.

Published documents are visible on pathways whereas unpublish documents are not.

STEP 11: Filtering the document

You can filter the documents from the main list using the language filter as shown in the below screenshot:

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