How to add files in docman

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How to add files in DOCMAN. (corporate website)

Transcript of How to add files in docman

Page 1: How to add files in docman

How to add files in DOCMAN.(corporate website)

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After login on corporate website using your credentials, you have to find:

components DOCMAN

First, we have to know if we have a category where we want to upload our file…

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If we don’t have a category we need to create it…

Go to DOCMAN ADD (top)

Give a title, name; choose parent item; and access level… after that… SAVE

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Now, we are able to upload our files…

Go toDOCMAN FILES… click on UPLOAD….

Then, click on NEXT….

Then, click on BROWSE….

And choose your file…UPLOAD….

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Then, we have to give a name… please choose:“MAKE A NEW DOCUMENT ENTRY”

Give a name: like “2012 Staff Development for IRS”Select category like: “Intranet”Approved: YESPublished: YESAdd description if you have.

Click on save on de top-right corner

And that’s it…

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How to insert link into an articleNow we are going to: CONTENT ARTICLE MANAGER choose SECTION choose CATEGORY select your ARTICLE.

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We can insert a link in 2 ways• Selecting text and creating links

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Then, the link to DOCMAN is done…

The second way is to insert a DOCLINK with the same name that we put when we uploaded to DOCMAN

We need to put the cursor where we want to put the link… then:

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And that’s it…

Any problem contact me…

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