Document

This page explains how the Document library item is used and the settings used.

Overview

The Document Reference Type is a Library Item used for creating and storing important documents and attachments such as policies, procedures, manuals or guides.

A Document can be a single web page or a page containing multiple file attachments.

With security permissions, it is possible to create a workspace in which access to documents can be secured to particular groups of users. Communication Managers can share documents using the Communications system.

Document is the default Reference Type for Library Items, the most flexible and commonly used type. There is no need to change this setting in the Library Item to use it.

Refer to the register guide for further instructions:

Library

Workspaces

Workspaces are Global Events created specifically to hold documents secured to certain positions/groups. When adding new documents to the workspace, simply select the Event in the Library Item's classification.

Administrators can create and manage workspaces, by creating a Global Event (for example "Business Continuity Workspace") and adding specially created positions (such as "BC Workspace Officer") intended only to access documents in this space.

Settings

Example of a Document for an Emergency Policy with Attachments

Content

Title

Use this field to name the document. This is useful for finding it in lists. This field is required to be filled in.

Body

Use this field to:

• Add the full text for the document or webpage using the rich text options

• Summarise the Attachments

Attachments

Use this field to add one or more file attachments using the File attachment field.

Details

Reference Type

This field should be set to Document prior to changing any other settings. Document is the default for this field.

Is Featured

If you have the required permissions, you can promote this document to the Dashboard by placing a tick in this checkbox.