In addition to the information provided in Adding documents to the workspace, this article will provide more advanced information on the Documents module.
The Documents module is where documents are created and managed in the workspace, and where their associated files are uploaded.
There are three tabs available in the Documents module, called Documents, Assets, and Display template. Below we'll provide some information on each of these tabs.
The Documents tab is the first one that appears when you go to the Documents module.
This tab is used for the following:
- See the full list of documents in the workspace, and perform certain individual or bulk actions.
- Add new documents to the workspace individually or via a bulk import.
- Export a list of all the documents that exist in the workspace.
- Send emails to the app users.
Below we'll take a closer look at each of these uses.
The documents list is presented as a list of the documents included in the workspace. Below we'll take a closer look at the information it contains:
Here there are currently two documents added to this workspace. In the list you can see the name of the document, the file (or asset) that is associated to the document, as well as the number of times that this document has been seen or opened by app users.
Clicking on a document's title in the list will open the document's information page, where you can see and edit its information. Find out more on the information for documents by reading the Adding documents to the workspace article.
Documents tab actions
You can perform a number of actions from the Documents tab, via the following buttons:
Click on this button to add a new document manually to the workspace.
Click this button to export a full list of the documents available in the workspace, in Excel format.
Click this button to import a full list of documents into the workspace, in Excel format.
More detailed information on adding, exporting or importing documents is available in the Adding documents to the workspace article.
In the Documents tab, you can also select individual or multiple documents, using the checkboxes to the left of the document titles, in order to perform a number of actions that appear onscreen:
Clicking this button will permanently delete the document from the workspace.
Associate with other items
Use this option to associate the selected documents to a single file or asset, or an icon.
The Assets tab in the Documentation module is used to manage all the assets (or files) that have been uploaded to the workspace. It contains a list of all the files uploaded to the workspace, using the file IDs in the system:
Clicking on the file ID will display the asset's information, where you can edit the asset's availability settings (whether the asset will be available online only or not), or download the asset locally: