> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/bdb-documentation/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/bdb-documentation/core-platform/getting-started/homepage/documents-folders/document-options/options-assigned-to-a-story.md).

# Options Assigned to a Story

## Creating a Story: *Create New Story* option       &#x20;

* Navigate to the Platform homepage.
* Right-click anywhere on the ***My Documents*** or ***Public Documents*** blank space to get the context menu.
* Click the ***Create New Story*** option form the context menu.

&#x20;                                OR

* Navigate to the Platform homepage.
* Click the ***Options*** icon to open the context menu from the Platform Homepage.
* Select the ***Create New Story*** option from the context menu.

![Two ways to access the Create New Story option](/files/UDI4hw8KFiumSMtKOpu1)

* (In all the scenarios) The ***Create New Story*** window opens.
* Enter a title for the story document.
* Describe the story document (optional).
* Click the ***Save*** option.

&#x20;     ![](/files/ZdSRzX2sxPTnPswtrtRK)

* The story document gets created, and Data Store list appears to begin with the Story module.

![The Data Store list opens to select a Data Store ](/files/Scs0aLkG8n08BUMxvTlF)

{% hint style="info" %} <mark style="color:green;">Please Note:</mark>&#x20;

* Once you get the Data Store list page you may navigate back to the space where the story document creation was intended (i.e., In this case, Navigate to the ***My Documents*** space).     &#x20;
  {% endhint %}

* You can see the newly created Story document added to the ***My Documents*** space.

![The desired Story document gets created.](/files/0GJa4wmHIFxxEmyi1Oi6)

## Options Assigned to a Story                            &#x20;

* Select an existing story document.
* Use the right-click on it to get the credited options for a story in a context menu.

&#x20;     ![](/files/L70CxIMapGEgbIH1qI9M)

### Open in New Tab <a href="#toc24652224" id="toc24652224"></a>

The user can open the selected story in a new tab by using this option.

* Click the ***Open in New Tab*** option from the ***Story*** context menu containing all the credited options.

&#x20;      ![](/files/NZt3IedVIuXfTNrM0mzr)

* The concerned story opens in a new tab.

![Opening the Story in a new page](/files/bi7gu7iTttO5zrAL50MW)

### Properties

* Select the ***Properties*** option from the ***Options*** ***menu***.

&#x20;      ![](/files/JzBgrjuFwUml74FvxpGZ)

* A new screen pops up with some options:    &#x20;

![](/files/wV5akWZSUKht9fiRyUW4)

#### **Properties**

Displays the basic properties of the selected Business Story.

* The user can upload an image by using the ***Browse*** option.
* Click the ***Copy link*** icon to copy the open document link.
* Select an option out of the ***Can view*** and ***Can edit*** options by using the radio button.
* Click the ***Save*** option to save the properties settings.

![](/files/V0MO50BFqpvvwpKPrlAe)

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>* The users can select via the ***Properties*** screen whether the other users to whom the story document has been shared with view-only rights or they can edit the shared copy.&#x20;

* If a document gets shared using the ***Can View*** option, it will only have the **View only access**.
* If a document gets shared using the ***Can edit*** option, then **the document can be modified by the user.**                            &#x20;
  {% endhint %}

#### **Share with User**

The story document gets shared with the selected user or users.

* Select the ***Share with User*** tab.
* Search for a specific user(s) using the search bar.
* Select a user or multiple users by using the tick marks in the given box(es).
* Click the ***Save*** option.
* A success message appears, “**Document privilege has been updated successfully**”.
* The story document gets shared with the selected user or users.

&#x20;     &#x20;

![](/files/NRqsQEtQzYpYSUwUdofp)

#### **Share with Group**

The story document gets shared with the selected user group or user groups.

* Select the ***Share with Group*** tab.
* Search for the specific (user) Group(s) via the Search bar.
* Select a user group or multiple user groups using the tick marks in the given box(es).
* Click the ***Save*** option.
* A success message appears, “**Document privilege has been updated successfully.**"&#x20;
* The story document gets shared with the selected user group or user groups.

![](/files/7c8MQHcq6cdLd6Uj0J4y)

{% hint style="info" %} <mark style="color:green;">Please Note:</mark> If a story document is shared using this option, then the selected users or user groups receive a view-only copy. The shared story document gets added to the ***Shared Documents*** space.
{% endhint %}

#### **Exclude Users**

The selected user gets excluded from the privilege to access the story document.

* Select the ***Exclude Users*** tab
* Search for the specific user via the Search bar.
* Select a user or users by using checkmark(s) in the given box.
* Click the ***Save*** option.
* A success message appears, “**Document privilege has been updated successfully.**”
* The selected user or users get excluded from the rights to access the concerned story document.

&#x20;    &#x20;

![](/files/SAgaoUoPzdWjwVlhmt06)

#### **Copy to** &#x20;

A copy of the story document gets created and shared with the selected users.

* Select the ***Copy to*** tab.
* Search the specific user(s) via the Search bar
* Select the user(s) by using the tick marks in the given box.
* Click the ***Save*** option.
* A message appears stating, “**Document copying process started. Please check the notification for confirmation.**”

![](/files/YbyJdfN4gx0YBxNhEG8u)

* The user can open the ‘**Notification**’ window to see the updates on the current task of copying the story document. E.g., the following image displays that the Story document got successfully copied to the selected users.

&#x20;     ![](/files/e7FCNzFX9Vubds3Fbgsh)

* A copy of the story document gets shared with the selected user or users.

{% hint style="info" %} <mark style="color:green;">Please Note</mark>:  If a story document is shared using the ***Copy to*** option, then the selected users have the right to modify the received story. The copied story document can be accessed from the ***Shared Documents*** space.
{% endhint %}

#### **Report Burst**

The Report Burst operation allows the user to share the open document link of a Business Story to another user(s). The feature appears under the **Properties** option provided for a story created or shared under the ‘**Public Documents**’ space.

* Navigate to the ***Public Documents*** documents space.
* Select a Story document and open the context menu with the available operations.
* Click the ***Properties*** option.                              &#x20;

![Story document under the Public Documents space](/files/0eDuGfEUvBptDk0DY6U3)

* A new window opens with multiple tabs.
* Select the ***Report Burst*** tab.
* Add an external or internal user(s).
* Provide Subject.
* Provide Description.
* Schedule the selected story document by configuring the time range.
* Click the ***Save*** option.         &#x20;

![Accessing the Report Burst tab for a Story under the Published Documents space.](/files/9E3xnhW8mNdtWM2fld4v)

* A ***confirmation*** message appears.

&#x20;     ![](/files/Ini5ePGyzumAGPZZjkdD)

* The Scheduler status becomes active.  &#x20;

![](/files/ACzzhwTerkUKvtxdWguN)

* Click the ***Stop Schedule*** button to stop the scheduler.

&#x20;    &#x20;

![The Stop Scheduler icon](/files/ZLA8xlVQ1TjQlIcJnrz8)

* A confirmation message appears to inform the same.

&#x20;     ![](/files/nTBaLSOYhXyXhC4wixZp)

* The open doc link of the selected story gets shared to the selected user at the scheduled time through the mail.

{% hint style="info" %} <mark style="color:green;">Please Note:</mark> The ***Report Burst*** option is provided for **a created&#x20;*****Story*** document ***as an option*** in the context menu.&#x20;
{% endhint %}

### Modifying a Document

* Select the ***Modify Document*** option from the Story Operations menu.

&#x20;   ![](/files/jSt2Ouxl55l1fo9HmKFm) &#x20;

* The ***Modify Story*** window opens.
* Modify the following information:
  * **Title**: Enter a title for the Business Story.
  * **Description**: Describe the story (Optional)
* Click the ***Save*** option.

&#x20;      ![](/files/UjXAulFtr5QXqGqrrHus)

* A confirmation message appears and the chosen information for the story gets modified.  &#x20;

![](/files/BdOfDGT1VUeF7QGsD37m)

### Adding/Removing a Story Document to/from Favorites <a href="#toc191672" id="toc191672"></a>

The user can add a business story document to or remove it from the Favorites.

* Select the ***Add to Favorites*** option from the Operations menu.

&#x20;   ![](/files/K7h9eVXt4B1ARW4XOP6t) &#x20;

* A new message pops up, “**Document added to Favorites**.”   &#x20;

![](/files/jkY59ooTrphbgZzLjev9)

* Open the ***Favorites*** document using the document drop-down menu.

&#x20;     ![](/files/cvty2sC0I5wYkUquuD6u)                            &#x20;

* The selected Data Sheet document gets added to the ***Favorites*** space.

&#x20;   &#x20;

![](/files/qER6ePpUgNh0Wc34heHh)

* Click the ***Remove from Favorites*** option that appears by using a right-click on the story document under the Favorites.                   &#x20;

![](/files/Nt6YhfnHAdVqt8WWdcmC)

&#x20;                                     OR

* Navigate to the original Story document and use right-click on it to get the ***Remove from Favorites*** option.  &#x20;

![](/files/YAQsIfVHyQ2qKGntrv5L)

* A confirmation message appears.
* The selected story document gets removed from the ***Favorites***. &#x20;

![Confirmation message after the Story document gets removed from the Favorites](/files/YwGbQLtIoaIeEUVhb45T)

### Move to

* Select the ***Move to*** option from the Story Options menu.&#x20;

&#x20;      ![](/files/rz5HocObs4mCK7ZeEiU3)

* A new screen opens with the available folder options.
* Select a folder or subfolder.
* Click on the ***Move*** option to open a list of available sub-folders.

&#x20;     ![](/files/1pAAG41v3IDYeIeyRBNy)

* A new window opens with the selected Folder mentioned on the top.
* Click the ***Save*** option. &#x20;

&#x20;      ![](/files/EXxBNWHUllU38flRKtG7)  &#x20;

* A confirmation message appears.  &#x20;

![](/files/mWDOyaLnZiF0mWSkuAMh)

* The concerned story gets moved to the selected folder or subfolder.

&#x20;      ![](/files/o8LT778JhUgkwVaKGvRp)

### Renaming a Story Document

* Select the ***Rename*** option from the Operations menu.  &#x20;

![](/files/OqdVtuzEILga9hTTYjGT)

* The Rename dialog box opens.
* Enter the ***New Name*** in the story document.
* Click the ***Save*** option.

&#x20;     ![](/files/OSPgEMrcOWyUvnRhF0l2)

* A confirmation message appears.
* The story document gets renamed successfully.&#x20;

![](/files/vo18qnFJhMRacHrz05Ix)

### Copying and Moving a Business Story <a href="#toc24652222" id="toc24652222"></a>

The user can copy a business story document and paste it into the selected place on the BDB Platform.

* Select the ***Copy*** option from the Story options menu. &#x20;

![](/files/7cvJ1JDtj89HaFEsfHk4)

* Select another folder and use right-click to get the ***Paste*** option.

&#x20;      Or

* Navigate to ***My Documents*** or ***Public Documents*** and right-click anywhere.
* A context menu appears with the ***Paste*** option.
* Select the ***Paste*** option.

![The two ways to access the Paste option for a copied Story document.](/files/PoMyD6ty7depYraJr1Rn)

* The ***Paste*** window appears.
* The ***Name*** field displays the prefix ‘**Copy of-**’ before the original name of the story document (E.g., *Story g*ets a new name *Copy of Story*).
* Click the ***Save*** option.  &#x20;

&#x20;     ![](/files/BlDUvEz3NI4Psp4Uczo1) &#x20;

* The copied story document gets pasted successfully with a different name in the given space.

E.g., The following image shows that *Story* is named ***Copy of Story*** and has been pasted to the ***My Documents*** space.                       &#x20;

![](/files/6Ub8Cyj25xP3voWnzOy8)

### Deleting a Story

* Select the ***Delete*** option from the Operations menu.

&#x20;     ![](/files/KIBvvPBpAKiMdkbmxKva)

* A new window opens, assuring the deletion.
* Click the ***Delete*** option.      &#x20;

&#x20;      ![](/files/ebVGzxxV5quHAxvra5rL)                           &#x20;

* A success message appears.
* The selected story document gets removed.

![](/files/3nABZjEdzkEXNnbD3ib3)

### Report Burst <a href="#hlk57121601" id="hlk57121601"></a>

* Select the ***Report Burst*** option from the Story options menu.

&#x20;     ![](/files/L156dWJdU5woFV3reqMI)

* The ***Report Burst*** window opens.
* Add the users or user groups.
* Provide a subject.
* Provide description (optional).
* Schedule the report.
* Click the ***Save*** option.   &#x20;

![The Report Burst window](/files/KWCakPuhV04TmeG6mwBb)

* A confirmation message appears. &#x20;

![](/files/dWSbxe51hxQS6ve9eM57)

* The scheduler turns on. You can switch it off by clicking the **Stop Schedule** icon. &#x20;
* Click the ***Save*** option.

&#x20;     &#x20;

![](/files/uCkJMvURR3GQg5cI3njd)

* The scheduler gets stopped and the same gets communicated through a confirmation message.

&#x20;    &#x20;

![](/files/gWsBYKwHG9Tu4uW1ZSbl)

* The open document link and PDF report get shared with the selected user(s)/ user group(s) on the user's mail id.

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

* The documents which are created in the ***Public Documents*** space get the ***Delete*** and  ***Move To*** operations, the shared documents in this space do not get these two operations. &#x20;
* The user can also access the ***Story*** module from the ***Apps*** menu.       &#x20;
* The ***Story*** document also contains a ***Comments*** option to insert the story related Comments. The functionality works in the same way as described for the Dashboards. You can refer the ***Insert Comments*** section provided under the [***Options for a Published Dashboard***](/bdb-documentation/core-platform/getting-started/homepage/documents-folders/document-options/options-for-a-published-dashboard.md) for the details.                         &#x20;
  {% endhint %}


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