Adding a new document
Updated over a week ago

When creating a new version, you may want to create a new document for it to sit in, for example, Staff Bulletin.

You can create a new document by selecting the Add button next to the Document drop-down list.

Adding a new document will prompt you to complete a form that includes the following fields:

  • Name *
    The title of the document. For example, Staff Bulletin

  • URL *
    The string of text that will form part of the version's URL. It should replicate the Name of your document but use only letters, numbers, and hyphens, and spaces are not permitted. For example, StaffBulletin. To learn more about how this forms part of the link, see this article.

  • Style (non-mandatory)
    Select a style for the document. A document style determines the appearance settings for the document. If you have selected a template from the Layout Library, this field will be populated with the style that corresponds to your selected Theme. A style can be added/updated later if it hasn’t been created yet.

  • Menu (non-mandatory)
    Select a menu to be used with the document. A menu can be added/updated later if it hasn’t been created yet.

  • Domain Name (non-mandatory)
    By default, all documents will play on the domain. If a custom domain has been registered with your account, you can select it here.

  • Analytics *
    An analytics setting will specify any configuration for Google Analytics or the Experience API (Tin Can / XAPI). By default this is set to No Analytics, however, there must be a value specified in this field. The analytics setting has no impact on the reporting for your document.

  • Security Rule *
    Select a security rule to be applied to the document. A security rule set can be added/updated later if it hasn’t been created yet. By default, the security rule is set to disable search engines.

* indicates a required field

Top tip!
A new document can be very quick to create - all you need to enter at this stage is the Name and URL. The rest (if needed) can be done at a later date.

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