Procedure 4.6. 

1. Select a folder (on the left or right panel) that you want to add a thumbnail image.

2. Click to open the Add thumbnail image form:

3. Select an image used as a displaying icon for the selected folder by clicking the Browse...button.

4. Complete adding a thumbnail image by clicking Save. This node will be stored in a exo:thumbnails folder.

5. Back to the parent folder (folder Pictures in this example) that contains the selected folder to see a icon used to display:

Procedure 4.7. 

1. Choose a node that you want to add a category into.

2. Select on the action bar and the Add Category form appears:

   

3. Enter a name for the category in the Category Name field.

4. Click Save to accept creating a new category or Cancel to quit from this form without adding a category.

Procedure 4.8. Add a new document:

1. Select a folder from the left pane that you want to add a new document to.

2. Click on the Actions bar.

   

3. Select the document type (template) that you want to create from the drop-down list (Article is selected by default).

   Each document (except Article) must be added to catagories when created.

Procedure 4.9. Attach files to a document

1. Select the document that you want to attach files to and click in the Actions bar.

   The Upload file form will appear.

   

2. Enter a name into the Name field.

3. Click on to select the attachment file. You can click to add multiple files.

4. Click Save to attach the files or Cancel to to quit.

Procedure 4.10. Create a new File document

Procedure 4.11. Create a new Article

Procedure 4.12. Create a New Podcast

Procedure 4.13. Create a new Sample node

Procedure 4.14. Create a new File Plan

Procedure 4.15. Create a new Kofax

Procedure 4.16. Create new Event

Procedure 4.17. Create content folders

1. Select the path to create a folder.

2. Click from the action bar. The Add a Folder form is displayed:

   

3. Click the icon to see type list and select the Content Folder type.

4. Input value for the Name field. This field is required. You can not input some special characters in the Name field (@ # % & * ( ) " ' : ; [ ] {} / !)

5. Click Save to accept creating a new folder.

Procedure 4.18. Create document folders

1. Select the path to create a new folder.

2. Select the Actions tab.

3. Click . The Add a Folder form appears:

   

4. In the Add a folderform, click to see the folder types list and select Document Folder.

5. Enter a value for the Namefield. This field is required. Some special characters are not allowed to inputted in the Name field: (@ # % & * ( ) " ' : ; [ ] {} / !)

6. Click Saveto accept creating a new folder.

Procedure 4.19. 

1. Select the document you want to add the translation for. For example; select an Article which is in English:

   

2. Click in the Action bar. The Symlink Manager will appear:

   

3. Click , then browse to the target document that has different language with the first document. For example, the Article version in French.

   

4. After you have selected the document, click Save on the Symlink Manager form:

   

5. Select the document which you have added the translation to, then click the Relation button on the sidebar.

   You will see the available language for the selected document. Click the language on this panel to view the document in the corresponding language version.

   

Procedure 4.20. 

1. Select a document that you want to add a sym link.

2. Right click that document and select Add Sym Link from the menu.

3. The selected document will be added a sym link immediately. You now can click the sym link to view its content.

Procedure 4.21. 

1. Select the document that you want to add a comment to.

2. Select the Collaboration tag to show advanced actions.

   

3. Click .

   The Add Comment form appears:

   

4. Add your comment in the Comment field.

5. Click Save.

Procedure 4.22. Method One

1. Select the document you want to edit in the left pane

2. Select the Actions tab to show the Actions bar.

   

3. Click in the Action Bars

Procedure 4.23. Method Two

1. Select a folder that contains the document you want to edit.

2. Right-click the document you want to edit and select Edit from the menu.

   The Edit Document form will appear. All information of the selected document will be displayed in this form and ready for you to change except the Name field.

3. Click Save to commit the changes.

Procedure 4.24. 

Procedure 4.25. 

1. Select the location that you want to import the new node to.

2. Select the Admin tab.

3. Click . The Import Node form appears.

   

4. Click Browse next to the Upload File field and navigate to the file you want to import.

5. Click to upload the file.

6. Select the UUID from the drop down menu:

   Create new

   A new UUID will be created for the new node.

   Remove existing

   The new node will be created in the selected path with the UUID it was exported with.

   Replace existing

   The imported node will replace the existing node and UUID.

   Throw Exception

   This option will display an alert informing you if you can not import the file.

7. Click Browse next to the Version history to select a version to import and click to upload it.

8. Select a format.

9. Click Import to import the chosen version of the selected file.

Procedure 4.30. 

1. Select a node.

2. Select the Details view and the Info tab on the Action bar.

3. Click . The Activate Auditing message appears.

   

4. Click Activate to activate auditing on the selected node.

5. Click again to view audit information for the selected node.

   The Auditing Information list appears.

   

   If the node has no audit information the form will appear like this:

   

Procedure 4.34. Hide a Node

Procedure 4.35. 

Procedure 4.45. 

1. Select a document that you want to add language(s).

2. Select the Collaboration tab to show some advanced actions on the Action bar.

3. Click on the Action bar.

   

   The Multi-language form will appear.

   

   The View language tab contains a list of all languages. The default language for the document will be automatically populated.

4. Select the Add language tab. This tab will be displayed differently, depending on what file you selected. However, the area where you can add languages for document is the same. The below illustration shows the Add language tab for a Sample node file:

   

5. Select a language you want to add from the Language drop-down list.

   If the selected language has not been added for current document, the content field will be blank.

   

   Select the Set default checkbox if you want to set your selected language as default language.

6. Click Save, you will be returned to the View languagetab. Your selected language is now added to the Language field:

   

   You can view this document in new added language by selecting the language from the language drop-down list then click the View button.

Procedure 4.46. 

Procedure 4.47. 

1. Select the folder you wish to overload with a thumbnail image.

2. Click on the Action Bar.

   The Add thumbnail image form appears:

   

3. Click Browse... button to select the image to use as the display icon for the selected folder.

4. Click Save to commit the change. The node will be sotred in an exo:thuumbnails folder.

   

Procedure 4.48. Add a new tag for a document

Procedure 4.49. To upload file into folder, do as follows:

Procedure 4.50. 

1. Select an appropriate (nt:file) node.

2. Select the Info tab.

3. Click . The View Metadata form appears:

   

4. Click the Add/Edit button at the bottom of the View Metadata form to add metadata.

5. Complete the desired fields in the Add/Edit Properties form. Click to add further metadata.

   

6. Click Save to commit the new metadata values.

Procedure 4.51. 

1. Select a node.

2. Select the Info tab to show contextual actions in the Action bar.

   

3. Click to view detailed information about the selected node.

   

4. Click the tabs at the top of the form to view categorized information.

Procedure 4.52. View Permissions

1. Select a node.

2. Select the Info tab on the Actions bar.

3. Click . The Permissions Management form appears.

   

Procedure 4.53. Add Permissions

Procedure 4.54. Edit Permissions

1. Select the permission of a user or a group in the table of list permissions.

2. Click the icon.

3. Change the permissions as desired.

4. Click Save to commit the changed permissions.

Procedure 4.55. Delete Permissions

1. Select the permission of a user or a group in the table of list permissions.

2. Click the icon.

3. Click OK in the confirmation message to remove the permission or Cancel to quit.

Procedure 4.56. 

Procedure 4.57. 

1. Select a categorized node.

2. Select the Info tab to show the View References action.

   

3. Select a category.

4. Click on the action bar to show the References List Form

   This form lists the path to each document that is also tagged in the selected category.

   

Procedure 4.58. 

1. Open the document you want to vote for.

2. Select the Collaboration tag to show advanced actions.

3. Click .

   

   The Vote Document form will appear:

   

4. Rate the document by clicking on the appropriate star level for your vote:

   

Procedure 4.59. 

1. Select the document you want to watch.

2. Chose the Collaboration tab then click from the action bar.

   

3. The Watching Document form will appear. Click the Watch button to finish.

   

Procedure 4.60. Add new content

Procedure 4.62. 

1. Go into the drive of a site which contains the web content that you want to edit.

2. Select to view a web content by double - clicking it on the left tree or on the right. Detailed information of web content will be viewed on the right panel.

3. Click on the Action bar to show the edit form of the selected web content as

4. Change current values in fields of this edit form.

5. Complete editing the selected web content by clicking Save.

Procedure 4.63. 

1. Right-click the name of the web content that you want to delete and then select Delete in the menu:

   

2. There will be a confirmation message. Click OK to accept the deletion, or Cancel to quit without deleting.

Procedure 4.64. 

1. Go to the drive of a site which contains the web content that you want to publish.

2. Select to view it by double clicking it on the left tree or on the right.

3. Show the Manage publication form by clicking on the Action bar:

   

   The Publication status tab:

   This tab lets you know about all statuses of versions. In which, you only may publish a content with the 'Live' status. There are four statuses for a content. They are:

   • Enrolled: The revision is created but never be edited .

   • Draft: The revision's already been created and it is editable. Thus you can still edit it if you want.

   • Live: The revision can not be modified anymore. In this status, the content is ready for publication.

   • Obsolete: The revision is not live anymore and you should unpublish it if is was published.

   Content Status

   You only can switch from one status to its next status. For example, your revision is in the Enrolledstatus and you only switch to the Draftstatus by clicking the Drafticon. After being switched, your revision will be in the Draftstatus.

   The Publication history tab:

   This tab is used to keep track of publishing history of a site.

   Select the Publication historytab in the above form to view detailed information (including: Date, New State, User and Description) of a site's publication:

   

   If you want to change the position for publishing the selected web content, select the current path and click right to left arrow to remove the path the select another location.

4. Click Close to close this form and publish successfully.

Procedure 4.65. 

1. Right-click the document you want to add as a favorite

2. Click

Procedure 4.66. Method One

1. Right-click a document then select Cut or Copy from the menu.

2. Select a destination node.

3. Right-click the node you want to be the parent node of the cut/copied node and select the Paste item in the menu. Note that the Paste function is enabled in the menu only after selecting the Copy or Cut action.

4. The cut/copied folder (and its sub-folders) will be pasted to the new selected path.

Procedure 4.67. Method Two

1. Right-click a document and select the Copy from the menu.

2. Select the destination node.

3. Select the Clipboard icon:

   

4. Click the Clipboard window will appear:

   

5. Click the in the clipboard window to paste the copied node into the selected destination node in step 3.

6. You can click the to delete a specific waiting statement.

7. You can also click the Clear All link to delete all waiting statements in the list.

Procedure 4.68. Method One

1. Right-click a document then select Cut or Copy from the menu.

2. Select a destination node.

3. Right-click the node you want to be the parent node of the cut/copied node and select the Paste item in the menu. Note that the Paste function is enabled in the menu only after selecting the Copy or Cut action.

4. The cut/copied folder (and its sub-folders) will be pasted to the new selected path.

Procedure 4.69. Method Two

1. Right-click a document and select the Copy from the menu.

2. Select the destination node.

3. Select the Clipboard icon:

   

4. Click the Clipboard window will appear:

   

5. Click the in the clipboard window to paste the copied node into the selected destination node in step 3.

6. You can click the to delete a specific waiting statement.

7. You can also click the Clear All link to delete all waiting statements in the list.

Procedure 4.70. 

1. Right-click a folder that you want to delete.

2. Select Delete from the menu.

   A confirmation message will appear:

   

3. Click OK in the confirmation message to delete the folder or Cancel to quit.

Procedure 4.71. 

1. Move a cursor on a folder or folders on the right panel (hold the Ctrl or Shift key to select multiple folders at once) until the cursor changes to .

   

2. Press the left mouse button and then drag the selected folder(s) to another folder on either the right or left panes.

   

3. Drop them into the selcted folder (by releaseing the left mouse button). All 'dragged' folders will be relocated to the destination folder.

Procedure 4.72. 

1. Right-click a folder that you want to rename then select Rename from the menu:

   

   The rename form will appear:

   

2. Input a new name in the Name field. You can also change the title of this folder by entering a new one in the Title field.

3. Click save to commit the new details.

Procedure 4.73. 

Procedure 4.74. 

1. Select the path of node you want to view webDAV or open that folder from the left/right panel.

2. Right-click the node and select the Download and Allow Edition item in the menu.

3. With each type of node, form to view in WebDAV will be different:

   • Folder: The sub-nodes list of the current folder will be displayed in WebDAV.

   • nt:file: The content of the document will be shown.

   • Article: This node type does not, by default, list any folders. However, if the Article includes actions, added language or other data, all folders will be listed and named; exo:actions, exo:language and so on.

   • Podcast: Veiwed in WebDAV, this node type will be attached a form that users have to complete to download this document.

   • Sample node: This node lists folder names as exo:images. Like Article, if the Sample node contains actions or added languages, folders will be named exo:actions, exo:language and so on.

   • File Plan: This node behaves the same way as Article and Sample node.

   • Kofax: This node behaves the same way as Article and Sample node

Procedure 4.75. Edit a tag

1. Click the icon at the upper-right corner of the tags panel.

   

   The Edit tag form will appear:

   

2. Click the that corresponds to the tag you want to edit.

3. Edit the tag as desired.

   

4. Click Save button to commit the change or Cancel to quit without changes.

Procedure 4.76. Delete a tag

1. Perform Step 1 from the procedure above.

2. Click the .

   A confirmation box will appear:

   

   Click OK button to delete the tag or Cancel to quit.

Procedure 4.79. 

Procedure 4.80. 

1. Navigate to the folder that contains the content you want to remove.

2. Right click the content files or directories (hold the Ctrl key to select multiple files at once) and select Delete form the context menu.

   

   The selected file(s) will be removed from the site.

Procedure 4.83. 

1. Enter the exact name you wish to search for in the Content name field.

2. Click Search.

   Results will return with the message “No result found” if there is no node with the entered name.

   Results will be returned in the Search Results tab if the requested name is found.

Procedure 4.84. 

Procedure 4.90. 

1. Enter a unique name for this query in the Name field.

2. Choose a query type from the drop down menu; SQL or xPath

3. Enter a query statement.

4. Click Search to perform the search and display the results in the Search Results tab.

   Or click Save to save the search query to the Saved Query tab.

   Or click Cancel to quit.

Procedure 4.96. Method One

Procedure 4.97. Method Two

1. Click directly on the category that you want to create a new subscription to:

   

2. Click New Subscriptions on the Action bar.

   

   The Subscription form will appear:

   

Procedure 4.98. 

1. Choose a category by left-clicking it or checking the box and then selecting Administration | Open.

   

2. Select the newsletter that you want to open by left-clicking it, or selecting the checkbox.

   

3. Click the button, then select Open in the menu:

   

   The View Newsletter's Content form will appear:

   

4. Click Close to exit.

Procedure 4.99. Edit a newsletter

1. In a specific subscription, select the newsletter you want to edit by selecting the checkbox.

2. Click , then select Edit in the menu.

   

   The Newsletter entry form will appear:

   

3. Change the values in the fields that you want to edit: Template, Send date, Category, Subscription.

4. Click the Update a Newsletter's info button.

5. Change the values in the fields Title and Main content.

6. Click Save to save as draft, or click Send.

Procedure 4.100. Delete a newsletter

1. In a specific subscription, select the newsletter that you want to delete by selecting the checkbox.

   

2. Click , then click Delete in the menu.

   The confirmation message will be displayed:

   

3. Click OK to accept deleting this newsletter, or Cancel to quit without deleting.

Procedure 4.101. Convert to template

1. Select the newsletter that you want to create as a template.

2. Click , then select Convert as Template in the menu. The next time when you create a newsletter, this template will be listed in the Template field in the Newsletter entry form.

Procedure 4.102. Creating Newsletters