In this article, we cover how to manage documents.
Topics covered here:
Editorial workflow
Documents are published or unpublished in all languages, but editors can select visibility per language. E.g., a published document can be visible in the front-end in English but not in French.
Find more details in Translations with language-independent workflow.
Upload documents
Editors can upload new documents from the document overview page in two ways:
- Select Upload in the top-right corner:
- Drag and drop the document file into the documents area:
Once uploaded, select the document you want to edit.
Edit documents
The document editor page provides editors with dedicated sessions to manage:
Translations
Visibility per language
By default, documents are visible in all languages. In the translation section, edit the document visibility language by language.
Document per language
Select a language to overwrite the neutral version of the document file and its properties per language. E.g., in the screenshot below, for the Italian language, the Alpha Organization - it.docx overwrites the neutral Alpha Organization.docx:
Preview
In the preview section, editors can preview, download, and replace the document file.
Note: When you replace a file in a published document, whether it's neutral or language-specific, the document goes to Reviewed.
Main properties
Documents built-in main properties are:
- Thumbnail: By default, it's the document file type icon. Editors can replace it with any photo.
- Entity code: Read-only unique entity identifier.
- Slug: Human-readable entity identifier. If the document isn't published, editors can edit it.
- Content date: By default, it's the publishing date. Editors can edit it.
- Storage path: Read-only relative path of the document file location and name in FORGE.
- Original filename: Read-only name of the uploaded document file.
History
Like for any entity, this section lists for each change who, what, and when.
General settings
Editors can select:
- Authorization group: Select the authorization group that editors must have to edit the document.
- List availability: Select whether the document must be included into lists that the front-end queries. See List Availability for more information.
Context and tags
Editors can select:
- Context: Text that appears above an article on the front-end. It's a small, but important piece of text which highlights the key features of the content.
- Tags: Document's taxonomy.
Promotion
Editors can promote the document's visibility by leveraging:
- Feature the content: Flag that makes a document featured. This flag informs the front-end that the document's visibility has a higher priority than not-featured ones.
- Add to selections: Add the document to one or many editorial selections.
Relations
Editors can relate the document to other entities regardless of their type.