Documents Module produces a list of documents with links to view or
download the document (depending on the user's browser settings).
Documents can be located within the portal, or can be a link to another
website or portal.
title, category, description, document owner, name of the user who
created the document, the user who last updated the document, creation
date, the date that the document was added or last updated, and the file
size (internal documents only) are available for each listing. Link
click tracking and logging are also available.
In the module
settings page, you can configure the columns that are displayed, the
column order and the sort order of the documents listed.
*Please convert to PDF
Adding the Documents Module:
- Roll cursor over the 'Module' drop-down menu
- Select 'Documents'
- Title the Module
- Select the Pane Location
The Documents Module can be modified to
display numerous fields.
The following data can be added for
each document record and can be optionally displayed:
- Title: The title given to the document.
This is the only mandatory field.
- Description: The description of the
- Category: The category name given to
the document. This field can be optionally managed by a drop-down category list
created by the Administrator.
- Owner: The Display Name of the document
owner. By default this is the name of the user who added the document however
any user can be selected.
follow data is automatically recorded for each document and can be optionally
- Modified Date: The date when the
document record was last modified
- Size (Kb): The file size of site
documents. Note: The size of documents located on external resources (E.g.
other websites) is not displayed.
- Download: A link to download the
- Created By: The name of the person who
first created the document record.
- Created Date: The date when the
document record was created.
- Modified By: The name of the person who
last modified the document record.
- Clicks: The number of times the
document record has been clicked.
on settings of the module
- Under the Documents Module Settings tab the user can select which columns will be visible to the user and order.
Adding Documents Fill in the needed information based upon the columns chosen by the user to view
- Title the document
- Category (optional)
- Sort Index (optional)
Once Upload New File is clicked a ‘Browse’ button will
appear, allowing you to locate the file on the computer to be used. It is strongly recommended to convert all files
to PDF Files to allow easier viewing and downloading for users.
Once file has been found click on the ‘Upload Selected
If tracking is necessary click ‘Track Number of Times Link
is Clicked’ along with ‘Open Link in New Browser Window.’
Add a sort index if there is a certain order.
To edit or remove a document, click on the edit icon in
front of the document.
Update, Cancel or Delete