There are 3 different kinds of documents you can add in Web Manuals.
- A Web document
- A File document
- An External document
Web Document
A Web document is a document edited and managed within Web Manuals.
- Click on the Category where your new document will be located
- To create a new document, click on Add Document, which you find in the bottom right corner and select Web Document
- Choose Document type, which indicates which type of review process the document should go through, among other settings.
- Specify the Name of the document.
- If desired, type in a Short Code for the document (e.g. OM-B).
- Click on Save to add the document.
Note: These settings can be changed afterwards.
File document
A File document is a document such as PDF, images, Word document. PDF and images can be opened directly in Web Manuals. All other documents need to be downloaded.
- Click on the Category where your new document will be located
- Click on Add Document, which you will find in the bottom right corner, and select File document
- Choose the Document type, which indicates which type of review process the document should go through, among other settings.
- Click on Upload file(s) and select the document(s) you want to upload. You can select and upload multiple documents at the same time.
- Specify the Name of the document.
- If desired, type a Short Code for the document.
- If desired, change the Revision name.
- Change the revision date if desired (the default is today’s date)
- If Publish is selected, the document will be published immediately.
- Click on Save.
Note: These settings can be changed afterward.
External Document
An External document is a static URL link to a document that does not exist on the site.
- Click on the Category that your new document will belong to.
- Click on Add Document, which you will find in the bottom right corner, and select
- Choose Document type, which indicates, among other settings, which type of review process the document should undergo.
- Specify the name of the document.
- If desired, type a Short Code for the document.
- If desired change the Revision name.
- Change the revision date if desired (default is today’s date).
- In the External URL field, insert the URL into the document.
- If Send reminder is selected an immediate reminder is sent to the readers who have the appropriate permissions to the document.
- Click on Save to add the document.
Note: These settings can be changed afterwards.