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How to manage documents?

How to make ‘featured’ for the great documents? Or sometimes, site members are able to upload the harmful documents on your site. How to be visible or invisible these documents before confirming them more exactly?,… This article will guide to you to do all of them.

Access to Admin Dashboard => Plugin Manager => Document => Document Manager tab.

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  1. Title: show the document title.
  2. Member: show the document owner.
  3. Created date: show the date time that document uploaded.
  4. Category: show the category which document belongs to.
  5. Approved: show the status of document.

 

And you can manage the documents with the following actions:

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1. SEARCH DOCUMENT

Can filter documents by the conditions below:

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  • Title: enter keyword to search by the document title.
  • Category: filter the documents by category.
  • Feature: filter the documents by Featured status – ‘yes’ or ‘no’ to find the featured documents or the un-featured documents.
  • Visible:  filter the documents by Featured status – ‘yes’ or ‘no’ to find the visible documents or the invisible documents.

 

2. FEATURE DOCUMENT

Click the Feature icon to feature documents and vice versa.

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(Front-end)

The featured documents will be displayed on the Feature document area and will have a label for them.

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3. VISIBLE DOCUMENT
Click the Visible or Invisible icons to change status for documents.

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(Front-end)

Site members can only view the documents with the visible status.

 

4. APPROVE DOCUMENT

Will show the Approve icon on the Action column with the pending approval documents. Admin can approve them by clicking the Approve icon.

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5. DELETE DOCUMENT

Click the Delete icon >> Show the popup.

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Click the OK to confirm deletion.

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The document approval process

Documents need to be approved before visible on site. This article will show to you how admin do this process.

A. Please make sure Auto Approval When A Document Added setting is DISABLED.

Access to Admin Dashboard => Plugin Manager => Document => Setting tab.

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Uncheck Auto Approval When A Document Added checkbox and then click the Save settings button.

 

B. Site members will be see the pending approval message after document has been successfully added.

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And a warning message when document owners view the document detail page.

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C. To approve the pending documents:

1. Access to Admin Dashboard => Plugin Manager => Document => Document Manager tab.

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2. Click the Approve icon on the Action column >> Show the popup.

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3. Click the OK button to confirm approval.

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How to manage Document license?

Each of documents usually have the separate license. Site admin can manage license in AdminCP.

Access to Admin Dashboard => Plugin Manager => Document => License Manager tab.

Admin can Add new, edit, delete licenses and view total of documents which used licenses:

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1. ADD NEW LICENSE

Step 1. Click the Add New button >> Show popup.

Step 2. On the popup, fill the license info:

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  1. Title.
  2. Url.
  3. Name.

Step 3. Click the Save button.

NOTE: And admin can click the [license_title] to EDIT license.

 

2. DELETE LICENSE

Click the Delete button to delete the license. >> Show the popup.

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Click the OK button to confirm deletion.

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