# 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.

Accessing the Document Management option from the Admin menu

* The user gets directed to the ***Document Management*** window. * Select a user from the ***Users*** list. * A list of documents gets displayed as created by that user.
IconNameDescription
CopyRedirects to Copy the selected document to another user(s)
ShareRedirects 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
DeleteRemoves the selected document from the list
Exclude from DocExcludes the user from accessing the specific document.
{% hint style="info" %} *Please Note: The **Document List** can be accessed for **User** and **User groups**.* {% 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.
* The ***Copy Document*** window opens. * Search the user using the ***Search*** space. * Select the user(s) by using the checkbox. * Click the ***Save*** option.
* A notification message appears.
* The document gets copied to the selected user’s account. {% hint style="info" %} *Please Note: 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.
* 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.
* A notification message appears.
* 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. {% hint style="info" %} *Please Note:* * *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.* * *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.
* The ***Exclude User*** dialog box appears. * Click the ***EXCLUDE*** option. ![](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.
## Deleting a Document * Click the ***Delete*** icon for a document from the document management list.
* The Delete Document dialog box appears to confirm the action of deletion. * Click the ***DELETE*** option. ![](https://content.gitbook.com/content/uMgCAr8LDezd8gVX68JP/blobs/SA49Nhtp10WOzmNQYvyV/image.png) * A notification message appears. * The selected document gets deleted and the same gets informed by a notification message.
{% hint style="info" %} Please Note: * *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 %} ## 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.
* The ***Unpublish Document*** dialog box appears to confirm the action. * Click the ***UNPUBLISH*** option. ![](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.
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