Creating and Managing Documents and Folders as an Admin
This guide explains how Admins can create and manage documents and folders on the Clubyte Community Pages. It covers the functionalities for creating, editing, deleting, and setting visibility for documents and folders.
Document Hub Overview
Creating a Document
To create a document, follow these steps:
- Log in to your Admin account.
- Navigate to the Administration Sector via the main menu.
- Go to the Documents Section and click on "Create New Document".
- Select an Option As an Admin you have the option to create a File/Document or a new Folder.
Process when creating the Document
1. Set the Document Name
Enter a name for your document in the name field. Ensure it is descriptive and relevant to the content to make it easily identifiable.
2. Upload the Document
Upload the file that you want to include as a document. Supported formats may include PDF, DOCX, and other common document types.
3. Set Visibility
Choose whether the document should be visible to users. Toggle the visibility setting to "Visible" to make it accessible once published.
4. Save the Document
After entering all the necessary details and uploading the file, click on the "Save" button to make your document live. Once saved, users can navigate to or download the document.
Managing Documents
Admins have full control over the documents they create. This includes the ability to edit, rename, or delete documents.
Editing a Document
To edit a document, navigate to the document in the Documents Section, click on the "Edit" button, and make the necessary changes. Save the changes to update the document.
Renaming a Document
To rename a document, go to the document in the Documents Section, click on the "Rename" button, and enter the new name. Save the changes to update the document name.
Deleting a Document
To delete a document, navigate to the document in the Documents Section and click on the "Delete" button. Confirm the deletion to remove the document permanently.
Creating a Folder
Folders help organize documents into manageable groups. To create a folder, follow these steps:
- Log in to your Admin account.
- Navigate to "Documents" Sector via the main menu.
- Click on "Create Folder".
Process when creating the Document
1. Set the Folder Name
Enter a name for your folder in the name field. Choose a name that clearly represents the contents or purpose of the folder.
2. Set Visibility
Choose whether the folder should be visible to users. Toggle the visibility setting to "Visible" to make it accessible once published.
3. Save the Folder
After entering the necessary details, click on the "Save" button to create the folder. Once saved, users can navigate to and view the folder and its contents.
Managing Folders
Admins have full control over the folders they create. This includes the ability to edit, rename, or delete folders.
Editing a Folder
To edit a folder, navigate to the folder in the Documents Section, click on the "Edit" button, and make the necessary changes. Save the changes to update the folder.
Renaming a Folder
To rename a folder, go to the folder in the Documents Section, click on the "Rename" button, and enter the new name. Save the changes to update the folder name.
Deleting a Folder
To delete a folder, navigate to the folder in the Documents Section and click on the "Delete" button. Confirm the deletion to remove the folder permanently.
User Access
Users can only navigate to or download documents and folders that have been published and set to visible by an Admin. This ensures that only finalized and approved content is accessible to users.
By following these steps, Admins can effectively create, manage, and organize documents and folders. Users can access these resources as long as they are published and visible. If you encounter any issues or have further questions, please contact support at [email protected].