> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/administrative-settings-2/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/administrative-settings-2/admin-panel-options/documentation-management.md).

# Documentation Management

This feature allows an administrator to view all the documents created by a specific user. The user specific documents can be shared or deleted by the administrator via this module. The Document Management tile appears in the Administration module.

* Click the ***Document Management*** option from the Administration menu panel.                        &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FvlsGq8VBdsCuAY5xZgl4%2Fimage.png?alt=media&amp;token=1451ff1f-e2de-48cf-bc52-98e0df42167c" alt=""><figcaption><p>Accessing the Document Management option from the Admin menu</p></figcaption></figure>

* The user gets directed to the ***Document Management*** window.     &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FjyROvzW59hv4NrpujfOc%2Fimage.png?alt=media&amp;token=7ab2ed69-da12-4f38-9f7e-78778ca26cc2" alt=""><figcaption></figcaption></figure>

* Select a user from the ***Users*** list.
* A list of documents gets displayed as created by that user.

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FbxK19h5SceOoIwbHT0hF%2Fimage.png?alt=media&amp;token=cfd2b5f2-5f9f-4d31-b359-2c6cfd3b8923" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th width="101">Icon</th><th>Name</th><th>Description</th></tr></thead><tbody><tr><td><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FaDlSBNt31QgL9K3mRRl8%2Fimage.png?alt=media&amp;token=45acfec0-7785-4cb8-a234-202907d96773" alt="" data-size="line"></td><td>Copy</td><td>Redirects to Copy the selected document to another user(s)</td></tr><tr><td> <img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FXponuBOOKU7DBSlR0MhN%2Fimage.png?alt=media&amp;token=02838b7c-5340-4919-b525-efdc825da144" alt="" data-size="line"></td><td>Share</td><td>Redirects the users to share the selected document with another user(s) or group(s). The users can also share the document with the excluded users</td></tr><tr><td><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FEsi5fRE06QxEwNXOHVC3%2Fimage.png?alt=media&amp;token=3f9c95de-13aa-4d66-ad38-26fb8b5835a7" alt="" data-size="line"></td><td>Delete</td><td>Removes the selected document from the list</td></tr><tr><td><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FjlUlOgBTfsktSV4j0dYL%2Fimage.png?alt=media&amp;token=c0066dd1-1233-478a-a3e9-0edda130843c" alt="" data-size="line"></td><td>Exclude from Doc</td><td>Excludes the user from accessing the specific document.</td></tr></tbody></table>

{% hint style="info" %}
*<mark style="color:green;">Please Note</mark>: The **Document List** can be accessed for **User** and **User groups**.*   &#x20;
{% endhint %}

### Copying a Document

* Navigate to the Documents list for a specific user.
* Select a document from the list.
* Click the ***Copy*** icon for a document from the document management list.     &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FPW91AHvRCztKpiChH5FB%2Fimage.png?alt=media&amp;token=7642cb17-c185-4d7d-aff7-c984f7aeb22d" alt=""><figcaption></figcaption></figure>

* The ***Copy Document*** window opens.
* Search the user using the ***Search*** space.
* Select the user(s) by using the checkbox.
* Click the ***Save*** option.&#x20;

&#x20;   &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2Fy9bhHp1teUwGqKnKLBeu%2Fimage.png?alt=media&amp;token=fa1f83a8-8a31-4b44-a026-d85bb768816b" alt=""><figcaption></figcaption></figure>

* A notification message appears.    &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FdIq1dTtNljTluYCOiWlV%2Fimage.png?alt=media&amp;token=67ae66fd-1c6a-4140-a7ae-990c12bdb969" alt=""><figcaption></figcaption></figure>

* The document gets copied to the selected user’s account.&#x20;

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The copied documents can be seen under the Shared Documents. The same gets notified by a notification message. The documents that get shared through the **Copy** option, get all the document operations.*
{% endhint %}

### Sharing a Document

* Click the ***Share*** icon for a document from the document management list. &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FMRq03IhFUljxk59yHlYH%2Fimage.png?alt=media&amp;token=cef10dd3-54c4-4135-bbf8-18d2ea7b35f9" alt=""><figcaption></figcaption></figure>

* The ***Share Documents*** window opens.
* It contains Share with User, Share with Group, and Exclude User(s) tabs.
* Search for the specific user(s)/ group(s) using the search space.
* Select ***User***(s)/***Group***(s)/***User***(s) ***to exclude*** using the checkboxes. E.g., the current image displays the Users option.
* Click the ***Save*** option.  &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FJEcGCwZMBelhkEjayAky%2Fimage.png?alt=media&amp;token=dfde34ec-9f34-4ff1-9690-0cacae697cc5" alt=""><figcaption></figcaption></figure>

* A notification message appears.   &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FXT8ZssXs78Us59CUKJzE%2Fimage.png?alt=media&amp;token=d6215a8f-fcaa-4ee1-b0e5-3b45520ab520" alt=""><figcaption></figcaption></figure>

* The document gets shared with the selected user’s account/ to the selected groups or the selected user(s) get excluded from the rights to access a document.&#x20;

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The Shared Documents can be seen under the Shared Documents. The same gets notified by a notification message. The documents that get shared through the **Share** option contain read only permission.*&#x20;
{% endhint %}

### Deleting a Document

* Click the ***Delete*** icon for a document from the document management list.  &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FChkroOj1IrGn1GL1DXln%2Fimage.png?alt=media&amp;token=e11cd4ce-1995-4c60-9b51-93e04acce0ae" alt=""><figcaption></figcaption></figure>

* The Delete Document dialog box appears to confirm the action of deletion.
* Click the ***DELETE*** option.&#x20;

&#x20;     ![](https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FebhEjrvLRmeurBmOQidu%2Fimage.png?alt=media\&token=c5e63177-08af-4acf-b321-9238af72c9bc)

* A notification message appears.    &#x20;
* The selected document gets deleted and the same gets informed by a notification message. &#x20;

{% hint style="info" %} <mark style="color:green;">Please Note:</mark>

* *The administrator must exclude users from a shared document before deleting the document.*
* *The **Share/Exclude** options can be applied only to the files, the folders available under the **Document Management** module do not support these actions.*
  {% endhint %}

### Email Notification

* The users also get notified by an email if the document has been shared or the user has been excluded from it using the ***Share*** option (The following image displays a model email for the ***Shared with user*** option).
* Click on a folder from the document management list.&#x20;
* All the available documents inside the selected folder get displayed.           &#x20;

### **Excluding a Document**

* Click the ***Exclude from Doc*** icon for a document.
* The Exclude User dialog box opens.
* Click the ***EXCLUDE*** option.

### **Unpublishing a Dashboard from the Document Management**&#x20;

The Unpublish option is provided for the Dashboard that lists under a user group list.

* Navigate to the ***Document Management*** page.
* Select the ***User Group*** option to view document list for the available user groups.
* Select a ***User Group*** from the left side panel.     &#x20;
* The documents inside the selected user group get listed. Select a Dashboard.
* The ***Unpublish*** ***icon*** appears next to the dashboard. Click on the ***Unpublish*** icon.     &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FhyinPS2LgkIfRUaGkp35%2Fimage.png?alt=media&amp;token=3e528408-93e3-4e52-af84-9acbcefd6eb3" alt=""><figcaption><p>Unpublish a document from the Document list of the User group.</p></figcaption></figure>

* Click the ***UNPUBLISH*** option.
* The Unpublish Document dialog box appears to confirm the action.

&#x20;     ![](https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FgEjCwTk1Kn4eMfGEaIYq%2Fimage.png?alt=media\&token=e7910042-e243-4e64-97df-d5e815b4e5e0)

* A notification message appears stating the completion of the ***Unpublish*** action.
* The Dashboard gets unpublished and removed from the Documents list for that user group.    &#x20;

<figure><img src="https://922696899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeEuRflC9C5ZF8vRZjMuq%2Fuploads%2FSzJi5QzdkttyY5K2TPby%2Fimage.png?alt=media&amp;token=03704ed8-f11e-4614-b864-cd533b7c3871" alt=""><figcaption><p>The selected document gets unpublished from the Document list of the selected User Group. </p></figcaption></figure>

&#x20; &#x20;

&#x20; &#x20;
