Base Management
- In this article:
Introduction
This article describes basic document creating and configuring.
Create Document
Today there are two way of document creation:
Create document in document manager: - Click on Documents on Admin Panel
In opened window click on + button to open new document dialog
Opened window is document prototyping window: Document Type - document type such as Text Document, or File Document, etc; Document Parent - document’s parent document, that will be inherited for current document.
Click OK button, and configure document in opened window.
Create document in menu manager * Enable Edit Mode as shown below
Find Menu Editor label on the right side of page an click on it for open Menu Editor
Click on + button
Follow steps from Create Document in Document Manager section.
Remove Document
Select multi remove documents in editors and select documents which we would want to remove.
Click on Multi-Remove and choose checkbox on document, which we would want to remove:
Edit Life Cycle
ImCMS provide base document managing, that help change document status. There are 3 types of life cycle exists:
In Process - it is mean that document has just been created and it is preparing now.
Approved - this status says that document is ready to use.
Disapproved - document is disabled, and cannot be accessed.
Edit Appearance
This editor section provides access to manage documents alias, how document will be opened from menu (in new window, in same frame, etc) document name, description, link image for all available in ImCMS system languages.
Edit Access
Since ImCMS is care about document securing it provide editor section for configure user-role linking with permission set for current document. There are five types of roles:
NONE - no access to current page
VIEW - role with this permission can only view content on this page
RESTRICTED 1 - first custom permission set
RESTRICTED 2 - second custom permission set
FULL - role with this permission have access to any configuration of current document (usual it is admin)
More information about custom permission sets configuration is in Text Document Management section
Edit Keywords
Each document in ImCMS system is indexed by the search system, that called Solr. That’s why it is very important to mark document with special keywords that make searching easily.
Edit Categories
Since ImCMS provide categories, each document can categorized. It should be noted, that one document can be assigned to several categories at the same time if category type support multiply selecting.
Document Versioning
Imcms has versioning feature. Which can be disabled or enabled in properties.
If versioning is enabled: To apply changes press publish button on admin panel. Until that plain users. Will not seee any changes. Also you can preview new content before making publish by appropriate button on admin panel.
If versioning is disabled: No additional actions required.
Warning
If previously versioning was disabled by properties, all existed documents created during that period would be immediately published after change even if versioning will be enabled again. In order to make local changes to go to public version and press Publish
after that versioning will start work on that document.