Document

Create Document 

Description: Before you add a digital asset to the entities, you must create them, so upload to the system. This use case describes how to create new Document.

Actor: Content Manager

Preconditions:

  • Documents Directory and Temporary Directory in Document Setup has been set up
  • Document type for documents should exist (see more Document Type)

Main Steps:

  1. Open the Document/Picture/Media/Graphic list (Digital Asset)
  2. Click on New and on Create Document on the ribbon
  3. Select the Document type
  4. In the Source File field, choose a file you want to upload
  5. Document Class and Description will be filled automatically, but you can rename the file
  6. Go to Detail fast tab – you can fill more information about the document
  7. Click on Create Document button on the ribbon tab - by clicking on this button, the source file will be copied to a location specified in the setup

Replace Document

Description: If you want to replace the document you can upload new one in to card of the original document. The document will be replaced but the name and linking of this document will be retained. So only the content of the document will be changed. This use case describes how to replace document. The process is the same for Pictures, Media and Graphics.

Actor: Content Manager

Preconditions:

Main Steps:

  1. Go to Documents list (Digital Assets /Documents)
  2. Open Document Card, which you want to replace
  3. Go to FactBox Upload Document
  4. Drag file or click to select
  5. Document is replaced

Download the Digital Asset

Description: If you want to download document, picture, media or graphics use the Open button. This use case describes how to download Documents, Pictures, Media and Graphic.

Actor: Content Manager

Preconditions:

Main Steps:

  1. Open the list of Digital Asset (Digital Assets/Picture or Document or Media, or Graphic)
  2. Open the Card of Asset which you want to download
  3. Switch to ACTIONS ribbon tab and click the Open