> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/administrative-settings-4/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-4/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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/409ldOWVZEL9n3tMdBpx/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/oICccI3dBjal8AXai2PO/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/aiAsAfGlcuLvcSPl2JjL/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/q7gmvctcuZtongVOg9be/image.png" alt="" data-size="line"></td><td><a href="#copying-a-document">Copy</a></td><td>Redirects to Copy the selected document to another user(s)</td></tr><tr><td> <img src="https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/xfon3ozZLbPMeqZpLMlq/image.png" alt="" data-size="line"></td><td><a href="#sharing-a-document">Share</a></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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/xnvsas4GGuu971r7bNgu/image.png" alt="" data-size="line"></td><td><a href="#deleting-a-document">Delete</a></td><td>Removes the selected document from the list</td></tr><tr><td><img src="https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/2nurrfkcvF3fphKARJo2/image.png" alt="" data-size="line"></td><td><a href="#excluding-a-document">Exclude from Doc</a></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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/V8unRP7rfGgGxmVRfQwB/image.png" 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;

<figure><img src="https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/upFz8GZkwSKYoOELj8gB/image.png" alt=""><figcaption></figcaption></figure>

* A notification message appears.    &#x20;

<figure><img src="https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/G2KI6ELyKpOORoBWxXyw/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/LRZrADveS9SRUuQYdFKW/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/CoDDrjy4M15iAs3ZKauq/image.png" alt=""><figcaption></figcaption></figure>

* A notification message appears.   &#x20;

<figure><img src="https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/zU2a2kxpqRS2Uw7n7BHj/image.png" 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/4Fwku9HG1qQFF5eQavHp/image.png" alt=""><figcaption></figcaption></figure>

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

&#x20;     ![](https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/LVNgvBI3jH7EbetHwGGz/image.png)

* 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**

* Navigate to the Document Management page.
* Click the ***Exclude from Doc*** icon for a document.
* The Exclude User dialog box opens.
* Click the ***EXCLUDE*** option.

<figure><img src="https://3626602954-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBxju1xjBIIexZfulhFPA%2Fuploads%2F3yZUUOlY9woTd8Gnsrca%2Fimage.png?alt=media&amp;token=faf40065-2c25-4226-a7b3-e8f496c6670c" alt=""><figcaption><p><em><strong>Excluding a user from accessing a document</strong></em></p></figcaption></figure>

* A notification message appears ensuring the admin that the document privileges are updated for the selected document.

<figure><img src="https://3626602954-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBxju1xjBIIexZfulhFPA%2Fuploads%2F7FOFCZ45Y01WaKrjrTZA%2Fimage.png?alt=media&amp;token=faf42daf-d1e6-42eb-b6dc-e1d04dd1a2c8" alt=""><figcaption><p><em><strong>Notification message while excluding permissions to access a document</strong></em></p></figcaption></figure>

### **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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/fva5UcRapw715nHqtDwE/image.png" alt=""><figcaption><p><em><strong>Unpublish a document from the Document list of the User group</strong></em></p></figcaption></figure>

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

&#x20;     ![](https://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/p2PpUdKDvq7htSsT43nQ/image.png)

* 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://content.gitbook.com/content/Bxju1xjBIIexZfulhFPA/blobs/Dq6bx54LF5pnjUHhO5XA/image.png" alt=""><figcaption><p>The selected document gets unpublished from the Document list of the selected User Group</p></figcaption></figure>
