About Document Explorer – GeoDocs 8

All document formats are supported as well as images, audio, video and/or presentation formats, including all MS formats. They can be easily implemented into a web page or linked to a file to be opened separately. Non-technical users with security rights can add, edit, assign or un-assign files.

Documents are treated just like any other content type in GeoDocs, but with a few key differences:

How documents are the same as other content types:

• Security: can be public or private
  
• Editing Access: properties edits or uploading of new versions can be restricted to certain user groups
  
• Properties such as topics and display date ranges allow dynamic delivery in sections, RSS feeds, or subscriptions
  

How documents are not like other content types:

• Documents themselves are not edited directly in GeoDocs (but their properties are) and the EDIT screen is a bit different
  
• Every document has its own unique URL
  
• Document Explorer: documents are uploaded and organized through this special user interface
  
• Documents can be included within Basic (text) content as a link or an image
  
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  Edit/Preview/Live modes are not used to view changes to documents and won't change the view within Document Explorer
  
  
  

Accessing Document Explorer from the toolbar:

The most direct way to access Document Explorer is via the GeoDocs toolbar at the top of your screen. Click on the button marked Files. (the toolbar will appear differently based on your role – 'Members' will not see this button in their toolbar)
Note: It doesn't matter which mode (edit/preview/live) you are in before opening Document Explorer. This function doesn't apply here.

The Files button will open a large pop-up window showing the root folders on the left. Single left clicks will open each folder to drill deeper.

Folders

The folders seen in Document Explorer are only used to organize them for authors, and are not a mechanism for delivery on the website or intranet. Documents are delivered to visitors by direct links, dynamic sections (topics or date range), or as images within content. Folders are only seen by authors who have access to them. Folders don't influence security – it is possible to have a private document in a public folder, or vice versa.

Each group in GeoDocs automatically gets a root folder of the same name. By default, GeoDocs starts with two groups, and thus two folders: Administrators and Public. Users can see only the folders under the groups they belong to. For example, if user Tim123 is a "document author" in the Administrators group, a "member" of the Public group, and is not in the Human Resources group, he will see only the Administrators and Public folders, will be able to add/delete/change documents only in the Adminstrators folder, and will see no evidence that a Human Resources folder exists.

Create NEW folder – click the icon that looks like a folder with a green plus sign (mouseover text is "Create Folder")
Folders will default to be owned by the group that owns the Root folder (any folders created under PUBLIC will default to be owned by group PUBLIC) but can be changed so that one group could own a folder under another group's root folder.