> 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/platform-administration/admin-panel-options/document-management.md).

# Document 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 Page. 

     ![](/files/JlsTiYDeXBDbCNIOZPSu)                   

* 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.

![](/files/NZotpaKiZW13pQV1GHaB)

<table data-header-hidden><thead><tr><th width="101">Icon</th><th>Name</th><th>Description</th></tr></thead><tbody><tr><td><img src="/files/2DYzz66GtuSoCIDkF3HJ" 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="/files/BSpR7bGR1XTvoJ2kNAmV" 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="/files/SpxCOrymylcKCitr3zx8" alt="" data-size="line"></td><td>Delete</td><td>Removes the selected document from the list</td></tr><tr><td><img src="/files/RcTFllWR4lIMr3d4SbqG" alt=""></td><td>Exclude from Doc</td><td>Excludes the user from accessing the specific document.</td></tr></tbody></table>

### Copying a Document

* Click the ***Copy*** icon for a document from the document management list.

![](/files/2BryQSHbo3WlYph2ISrW)

* 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;    ![](/files/Xx5wCfVtXQYCkWclihIp)

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

![ ](/files/k2qGGigqSEtIaqQ7xCkG)

{% 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.

![](/files/dJym7nj1la8Qj3ZY075U)

* 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.
* Click the ***Save*** option.

![](/files/OC0iag7mJLAOsqeBNHdl)

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

![](/files/mr7LS5XMNqBDc9LxZ4gc)

{% 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 %}

### Delete a Document

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

![](/files/PPxfQqIh43Zv4R5OxxDz)

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

&#x20;      ![](/files/bt8HX8cPU8vFNIj4oK3m)

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

![](/files/CLRxAolAHuCooF5IpU0S)

<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.
* 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).

&#x20;     ![](/files/AKgIkd5R1aZfIfM2Hs5a)

* Click on a folder from the document management list.&#x20;

![](/files/ScBUYKNrjrX4QWNacBVt)

* All the available documents inside the selected folder get displayed.           &#x20;

![](/files/XsxTqpfnfhYrisGzSZI9)

### **Excluding a Document**

* Click the ***Exclude from Doc*** icon for a document.

![](/files/fSRV1uESQ5lV28NCFrDv)

* The Exclude User dialog box opens.
* Click the ***EXCLUDE*** option.

&#x20;     ![](/files/o9DcyAzrnhAr1xMkE0wR)

&#x20;