How to use the document library

Introduction

The Wisepub Document Library is a powerful tool that allows you to organize, classify, and share documents with your users. This guide will walk you through the process of setting up and managing your document library effectively.

Getting Started

Step 1: Access the Documents Section

1. Navigate to the backend of your WisePub backend dashboard
2. Locate and click on the “Documents” section
3. You will see three main options: Documents, Libraries, and Folders

Step 2: Create a Document Library

1. Click on “Libraries” in the Documents section
2. Click the button to create a new library
3. Give your library a descriptive name (e.g., “Stock Analysis”)
4. Add a description for your library (HTML formatting is supported)
5. Decide on subscription protection:
   • If you select a subscription, all documents and folders within this library will be protected by the same subscription
   • If you don’t protect it with a subscription, the library will be available to all users
6. Click “Create” to finalize your document library

Step 3: View and Set Up Your Document Library

1. Click on the library you just created to view it
2. You’ll now be able to start adding folders and documents

Managing Your Document Library

Step 4: Creating Folders for Organization

1. Click on “Create Folder” within your document library
2. Name your folder according to its purpose (e.g., “2024 Stocks”)
3. Create additional folders as needed for better document classification
4. Note: Folders are ideal when you have many documents that need organization

Step 5: Adding Documents to Your Library

1. Navigate to the folder where you want to add a document (or stay at the root level)
2. Click “Add Item”
3. Choose “File” to upload a document from your computer
4. Select the file you wish to upload
5. Optional: Check “Make this document public” if you want to override library settings and make this specific document accessible without login
6. Add a description for your document
7. Click “Upload” to complete the process

Step 6: Adding External Links

1. Click “Add Item” within your library or a specific folder
2. Choose “Link” option
3. Paste the URL you want to include
4. Add a title and description for the link
5. Click “Create” to add the link to your library
6. Note: When users click on this item, it will open the URL in a new window

Managing Your Documents

Step 7: Organizing and Finding Documents

1. Use the sort function to arrange documents by name or date
2. Navigate between folders using the breadcrumb navigation at the top
3. Remember that all documents (even those in folders) will also appear at the root level
4. Documents are paginated with 10 items per page; use the pagination controls to browse

Step 8: Document Management

1. To delete a document, click the delete option (note: this will permanently remove the file)
2. Documents display different icons based on their file type (PDF, CSV, etc.) for easy identification

Important Notes

• There are no limits to how many documents or folders you can create
• All documents added to folders will also appear at the root level for easy access
• Subscription protection applies to the entire library and everything within it
• For any issues or questions, contact support for assistance

By following these steps, you’ll be able to create and manage an effective document library in WisePub that serves your users’ needs.