Create a document

All authorised InSite users can use Document management to create documents. In this case, this InSite user is the author.

Description

All authorised users can create documents on the site. You can link these document to a workflow so they are first reviewed before they become available on the site(s).

You cannot create a new document starting from a submission. You must create a document first and submit it as an existing document. You can edit the document with the default formatting options. Moreover, you can save a draft of a document and publish it later.

You can submit documents in different ways:

• As a page in InSite & OutSite

  For instance, a news item, column, tip of the week.

• As a web location that can be accessed from a URL

  For instance: a document in SharePoint or a web page of an external site.

• As a file on a locally accessible location

  For instance, an Office document on the network, a PDF file saved on a machine.

Preparation

• Create an author

  Add the authors to the document template. Authors are InSite users who may add documents.

• Add a Create document page to a menu

  An author can create a document if a 'create page' option is available in the menu on the site. A site manager adds the page.

Procedure

• Create a new document
• Create a link to a document
• Create a file as a document
• Adjust a document
• Edit the document properties
• Add a hyperlink to a document
• Add an image to a document
• Add an image (extended)
• Create a new version of a document
• Display an older version of a document