Adding and maintaining documents Follow

Pre-requisites: N/A
    Topics Covered
  • Document management
    Target Users
  • Content Managers
    Required Permissions
  • Content Manager

Introduction

In ATLAS Welkom Center you can upload documents and link the to topics. E.g. You have a Topic about Housing and you want to provide the Housing Questionnaire to the end-user.

The document appears at the topic with a link, which is related to the topic, for download.

Note: without a linked Topic the document will not appear at your post site

 

 

 

Add a document

To add a document you navigate to the 'Administration' and click on 'Documents'

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The 'Document' window appears and you click on 'Add'

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A new window opens for you.

Now you have two choices to upload the document: you link it directly to a topic or you just upload it.

first option: without a topic:

You provide the Title, the Description and pick the file from your workstation. 

Now click on 'Upload'

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The file appears in the list without a topic. You can come back later and assign the topic. Read more about this at the next chapter below.

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Second option: linking the file to a topic

You provide the information for the file and click on the drop-down menu to pick the topic, double-click on the topic and then on 'Upload'

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Now the file appears with the related topic on the list.

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Please keep in mind: without a topic the document will not appear!!!

How to maintain documents

To maintain a document you have to navigate to the Documents like shown above.

To edit the Document information click on the little 'Pencil' icon

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At the Edit 'Details' you can change the name, the description add, change or remove the topic for the document. 

Please do not forget to click on the 'Update' button.

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Note: If you want a document linked to two different topics, you have to upload this document a second time and link it right away to the topic, which is desired.

Deleting a Document

If you want to delete a document navigate to the Documents like shown above.

Click on the little 'Recycle Bin' button at the right side of the line and the document get deleted.

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