IISH Projects

1. Document library

The document library is where you can read and maintain office documents.

Locating documents

  • Browse through the folders to get to the documents
  • Or, use "Search file entries" which is available on each folder to perform a full text search and find the relevant documents.

Reading a document

Click on the name of the document to open it up.

Working on a document: workflow

  1. Browse to the folder where the document is.
    1. If someone else is working on the document, if will show "YES" under the locked column. Come back later.
  2. Select "View|Edit" which is always on on the right hand side of a document
    1. If someone else is working on the document, if will show who it is in red. Come back later.
  3. Download the document ( usually with a rightclick, Save target as... ) to your computer. Do not change the document's name.
  4. Checkout the document by selecting "Lock". This will prevent others from uploading their version of the document.
  5. You will now see the message: "Your request processed successfully. ". And when you look at the list of documents, it will say "Locked"
  6. Change the document that you downloaded.
  7. Once finished, return to the select "View|Edit" again which is always on on the right hand side of a document
  8. Use "select" to browse to the document on your computer. Then upload it.
  9. You will now see the message: "Your request processed successfully. "
  10. To unlock the document in order for other people to edit it, select "View|Edit" and press "Unlock"

Restrictions

  • Not all document types are allowed. These will not show up in the document upload selection box.

Setting folder permissions ( administrator's only )

To gve users the ability to add\update\delete documents use the "View|Permissions" settings and check or uncheck the boxes at "Community Members"

Further reading on the LifeRay website

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