Add a document as site manager

A site manager can add documents if the site manager is an author for a document template.

You can submit documents in different ways:

• As a page in InSite & OutSite

  For instance, a news item, column, tip of the week.

• As a web location that can be accessed from a URL

  For instance, a document in SharePoint or a web page of an external site.

• As a file on a locally accessible location

  For instance, an Office document on the network, a PDF file saved on a machine.

To add a document as site manager:

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2. Click on: New in the Page frame.
3. Click on: Document.
4. Select the document template.
5. Now follow the desired procedure.

See also

• Create a document as author

Create a new document

You enter the text of the new document on an InSite page.

To create a new document:

1. Click on: New document.
2. Enter the text for the document.

   You can format the text using the ribbon.

3. Click on: Publish.

   You can also just Save the page so you can edit and publish it later.

4. Click on Yes in the message.

   The authorised readers now see the document in the overview.

Create a link as a document

You can create a document that is a hyperlink to an address on the internet. This can be a website URL or, for instance, a link to a file on a local drive.

To create a link as a document:

1. Click on: Link as document.
2. In Attachment as link, enter a valid URL.

   You can also enter a link to, for example, a document in SharePoint. You can test the link using Open link.

3. Select Features if this is required for a document.
4. Enter the description.
5. Select a value for Source.

   By default, the name of the author is entered here.

6. You can select a summary and an image.
7. Click on: Publish immediately when you are finished with the document.
8. Click on: Edit document if you still want to add extra text to the document.

   You publish the document once you are finished editing it.

Authorised readers now see the document in the overview.

Create a file as a document

You add a file, for example a Microsoft Word document.

To create a file as a document:

1. Click on: File as document.
2. Select the file in Attachment as file.

   The file is uploaded to the webserver so it is accessible.

3. Select Features if this is required for a document.
4. Enter the description.
5. Select a value for Source.

   By default, the name of the author is entered here.

6. You can select a summary and an image.
7. Click on: Publish immediately when you are finished with the document.
8. Click on: Edit document if you still want to add extra text to the document.

   You publish the document once you are finished editing it.

Authorised readers now see the document in the overview.