5.2 How to Create, Edit & Delete Documents

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.

Open

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.

Open

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.

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.

STEP 6: Review 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.

STEP 7: Preview a Document

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

STEP 8: Editing the Document

To edit a Document, first select it from the document list, then click on the “Edit” option in the top-right corner of the page. Make sure to save any changes made to the Document.

STEP 9: Delete a Document

To delete a document, select the document you want to delete from the main list and click on the Bin icon, as shown below.

STEP 10: Publish/ Unpublish 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Note: Published Documents are visible on Pathways whereas Unpublished documents are not.

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