> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/administrative-settings-5/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-5/admin-panel-options/documentation-management.md).

# Documentation Management

This feature allows an administrator to view all the user-specific documents. The administrator can share or delete user-specific documents 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FN1Kutnt1gcKpz4lEjUDx%2Fimage.png?alt=media&amp;token=98a2710f-6f72-466b-b560-c0b72b3474ee" 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;
* Select a user from the ***Users*** list.
* A list of documents gets displayed as created by that user.&#x20;

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2F0OxZxFn8jYwHkB2F78en%2Fimage.png?alt=media&amp;token=7a50b28a-9bad-45a3-9706-606ea04d8de6" 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/uMgCAr8LDezd8gVX68JP/blobs/oq8eV6X8EZVVplCYeYuD/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/uMgCAr8LDezd8gVX68JP/blobs/fONfM2WHghmCTyMvDdM7/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/uMgCAr8LDezd8gVX68JP/blobs/jBqbVQg96B0eOauIpXWw/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/uMgCAr8LDezd8gVX68JP/blobs/VqniwYTAwj4aLb0VP1jj/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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FCqRFtuReLiX6HexMZPoE%2Fimage.png?alt=media&amp;token=aed10e74-56a2-4f7b-a407-d8960e8bb751" 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FquSkfgEy6kkjEWxfeF70%2Fimage.png?alt=media&amp;token=21fd2828-7f85-408a-8722-44d549b1fd77" alt=""><figcaption></figcaption></figure>
* A notification message appears.    &#x20;

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FgFUvDCxcMWadLZA7IJ2g%2Fimage.png?alt=media&amp;token=f42eba86-c9ef-4fa7-88aa-423feb007735" 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 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2Fxyq7Zt0QXglWCqABb8Qe%2Fimage.png?alt=media&amp;token=0cefa8ec-92cc-4c37-992a-ec0e7be3751a" 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FQD1Gzt7d99Tx8dT0rD0X%2Fimage.png?alt=media&amp;token=f38a7126-36e1-45bd-a7ba-a95afe49c420" alt=""><figcaption></figcaption></figure>
* A notification message appears.   &#x20;

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FixOMqOrQuL9Ibi0N3jRV%2Fimage.png?alt=media&amp;token=881d694b-34f3-4796-a47e-4c1232053ea7" 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>*&#x20;

* *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;
* *The document must be shared with a user group before using the **Exclude User** function. Otherwise, no user will be listed under the **Exclude Users** page.*
  {% endhint %}

## **Excluding a Document**

Users will get the ***Exclude From Doc*** option for all the shared documents. The admin can exclude these document from the ueser se shared documents can be excluded from the ***Document Management*** list using the ***Exclude Document*** option.

* Navigate to the ***Document Management*** page.
* Select a user from the user list.
* Select a shared document from the listed documents.
* Click the ***Exclude From Doc*** icon.&#x20;

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FELfovCg5QhvD4jMvSo3K%2Fimage.png?alt=media&amp;token=4f7855e9-9125-4d90-b74f-2e0a384f4c75" alt=""><figcaption></figcaption></figure>
* The ***Exclude User*** dialog box appears.
* Click the ***EXCLUDE*** option.

&#x20;       ![](https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FqVoK6uPCfT8xBebe0BXd%2Fimage.png?alt=media\&token=f26cc6f6-7207-44e2-8611-5e7b1097cdca)

* A notification message appears and the document will be removed from the ***Document Management*** list.&#x20;

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FH4crbyAa2owXF5FJwVR6%2Fimage.png?alt=media&amp;token=41648410-077c-41ac-932c-f379c28edc60" alt=""><figcaption></figcaption></figure>

## Deleting a Document

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

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FJdJgtdAFXvicgdaBmsYC%2Fimage.png?alt=media&amp;token=cd0360a0-de9c-4df5-8104-194e96acd02f" 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/uMgCAr8LDezd8gVX68JP/blobs/SA49Nhtp10WOzmNQYvyV/image.png)

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

  <figure><img src="https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FVHBWAIkJ9ybQ9cmYeKAd%2Fimage.png?alt=media&amp;token=f5f20c42-0237-4bdc-a36f-3bf503617be4" alt=""><figcaption></figcaption></figure>

{% 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.*&#x20;
  {% endhint %}

## Unpublishing a Dashboard

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 the document list for the available user groups.
* Select a ***User Group*** from the left side panel.
* 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2F00qP0J4WoosM1yAHj5zo%2Fimage.png?alt=media&amp;token=34f69dcb-52a8-42f2-a11e-49aef126dae9" alt=""><figcaption></figcaption></figure>
* The ***Unpublish Document*** dialog box appears to confirm the action.
* Click the ***UNPUBLISH*** option.

&#x20;       ![](https://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2FmSnBVeqdsPQWnIZJKNqC%2Fimage.png?alt=media\&token=210d89fb-e0ab-45a2-aaf6-b044954c8968)

* 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://4090376733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuMgCAr8LDezd8gVX68JP%2Fuploads%2Fn6n8yVliN4qNZcMTX9q9%2Fimage.png?alt=media&amp;token=31d65699-6c82-40fd-9b76-f7224bd67852" alt=""><figcaption></figcaption></figure>
