Base Management

In this article:

Introduction

This article describes basic document creating and configuring.

Create Document

Today there are two way of document creation:

  1. Create document in document manager: - Click on Documents on Admin Panel

    ../../../_images/01-OpenDocumentManager.png
    • In opened window click on Create new… button to open new document dialog
    ../../../_images/02-CreateNewDocument.png
    • 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.
    ../../../_images/03-PrototypeNewDocument.png
    • Click OK button, and configure document in opened window.

  2. Create document in menu manager * Enable Edit Mode as shown below

    ../../../_images/04-EnableEditMode.png
    • Find Menu Editor label on the left side of page an click on it for open Menu Editor
    ../../../_images/05-MenuEditorLabel.png
    • Click on Create new… button
    ../../../_images/06-CreateNewDocumentFromMenu.png
    • Follow steps from Create Document in Document Manager section.

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.
../../../_images/07-EditLifeCycle.png

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.

../../../_images/08-EditAppearance.png

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

../../../_images/09-EditAccess.png

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.

../../../_images/10-EditKeywords.png

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.

../../../_images/11-EditCategories.png

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.