User Guide: Documents

Basics

Documents are controlled by Categories.  When you add a document you have to speficy the category it belongs to.

Categories can be added.  Each category MUST have a master (top level catepgory).

Categories

Adding new Master Category

  1. Goto the Documents menu item on the Dashboard
  2. Click the ‘Document Categories’ button
  3. Enter something short and meaningful in the Name box – this will display on the website
  4. Do not enter anything in the slug box, this will auto generate
  5. Do not enter anything in the Parent Document Category
  6. Enter a description fo you want.
  7. Repeat the process to add at least one sub category under your new main category (you cannot attach documents to a master(parent) category

Adding a new sub category

Note: only one sub level is allowed.  Anything more will break the system.

  1. Goto the Documents menu item on the Dashboard
  2. Click the ‘Document Categories’ button
  3. Enter something short and meaningful in the Name box – this will display on the website
  4. Select the parent category that your new category will sit under  – Note, you must only add a new ‘child’ category to the highest level categories, i.e County, Training etc.

Changing a category

Only change a category if there is a spelling error in the title, or it is attached to the wrong parent.  Do not tr and change an existing categry to be a different one, always create a new one.

  1. Goto the Documents menu item on the Dashboard
  2. Click the ‘Document Categories’ button
  3. Find the category on the right had side
  4. Click on Edit (will appear when you hover over the category name), and follow the instructions above) (Note: you do nto need to change the slug)

Deleting a Category

  1. Goto the Documents menu item on the Dashboard
  2. Click the ‘Document Categories’ button
  3. Find the category on the right had side that you wish to delete
  4. Ceck the final column (Count). 
    1. If this is Zero Click on the red Delete (will appear when you hover over the category name).  You will be promted with an ‘are you sure mesage’, if you are sure, press accept – Note this cannot be undone
    2. If the count is greater than zero it means there are documents attached to this categry.  Click the Count number to find which documents, and for each change the categry from the one you want to delete (follw instructions for Ameding a document beow).  Once this is done, and the Count is zero, do the step above!

Adding a New Document

  1. Goto the Documents menu item on the Dashboard
  2. Click the ‘Add New’ button
  3. Add the title of the doument in the box ‘Add title’ – Note: this is the name that will display on the website s make it short and meaningful
  4. In the pink/purple box (Attach document), click the ‘Select Document’ button
  5. Either select from Media Library if pre-loaded then goto step 7
  6. or click ‘Upload Files’, then ‘Select files’ and search your computer for the correct file, double click the file
  7. You should now be back in Media Library, press ‘Attach file’ once the button turns blue
  8. Scroll down and find ‘Cateories’
  9. Select one or more categories that the file should appear under
  10. Scroll back up, and press the blue button ‘publish’
  11. After a minute you should see the confirmation ‘Post published’, you are now done!

Amending a Document

If you want to change the name, categry it is pubished under attach a different document.

  1. Go to Documents on the dashboard
  2. Click all documents
  3. search for the one you wish to amend
  4. When you scroll over the title, click on ‘Edit(classic editor)’ (do NOT click on Edi(block edit)
  5. To amend the title: overtype the existing entry with your new one
  6. To change the attached document:
    1. In the pink/purple box (Attach document), click the ‘Select Document’ button
    2. Either select from Media Library if pre-loaded then goto step 7
    3. or click ‘Upload Files’, then ‘Select files’ and search your computer for the correct file, double click the file
    4. You should now be back in Media Library, press ‘Attach file’ once the button turns blue
  7. To amend the Category, scroll down to the category box, and tick which one(s) you want the doument to appear under (don’t forget to untick any you want to remove it from)
  8. Pres the blue Update button
  9. You are done!

To remove a document from a category

Follow the steps for Amending a Document, and untick the category box(es) that you no longer wish the document to appear.

To Delete a document completely

If you have an outdated document that you wish to remove compltely from all categories:

  1. Go to Documents on the dashboard
  2. Click all documents
  3. search for the one you wish to amend
  4. When you scroll over the title, click on ‘Bin’
  5. This will move the document to the bin (but not remove it from the media library)

End