Document Folders (in Progress)

The various document folders available on the BDB Platform are explained under this section.

Please be informed that the Story module has been renamed as Report. The steps to access the attributed options to a report and applying then remain the same. The detailed documentation in progress to reflect those changes.

Available Documents

The Home page displays the following documents by clicking on the Folder icon:

1. My Documents

2. Public Documents

3. Shared Documents

4. Favorites

My Documents

• My Documents lists all the documents created by the user or assigned to the user.

• The documents are displayed in thumbnail format.

• The default screen for a Platform users displays a notification message until they do not create their first document.

Default Display of My Documents

Public Documents

• The Public Documents folder is available to all users.

• Users can view documents shared by others.

• The users also get the Create option to create various documents inside the Public Documents space. Those documents will be shared publicly to other users by default.

Options provided to Public Documents

The documents and folders shared under the Public Documents space also get some modification options. Mostly the following options are provided to the folders available under the Public Documents folder:

1. Open in New Tab

2. Properties

3. Add to Favorites

4. Create New Folder

5. Create New Story

6. Link a URL

7. Rename​​

The documents created under the Public Documents folder get all the credited options.

Please Note: The documents available under the Public Documents space do not contain Move to, Copy, and Delete options unless they are created by the users.

Shared Documents

• The documents shared by other users to you can be part of the Shared Documents.

  • The users receive a view-only copy of the documents which are shared using the Share With option.

  • The documents shared via the Copy To option contain all the edit permissions for the users.

    • E.g., In the below-given image displays some shared stories under the Shared Documents.

    

    Documents under the Shared Documents folder

• Use the right-click on both documents to get the credited operations. You can see that the stories shared by using the Copy To option has all the documents options to modify them, while the other stories do not display any documentation modification option.

Only the shared documents through Copy to option contains the credited document options

Please Note:

• The document shared using the Copy To option gets all the permissions to modify it, while the document that is shared using the Share with option gets no permission to modify it.

• The document shared to another user using the Share with option will reflect all the changes in the shared version that are done in the original version of that document.

Favorites

• The documents marked as a favorite by a user are saved under the Favorites document folder.

• The documents in frequent use by the users are a part of the Favorites document folder.

• Users can remove a document from Favorites (if desired).

• The documents added to the Favorites do not get any permission to modify them.

• The user can open the document added to the Favorites into a new tab.

Documents under the Favorites folder​

Please Note: The My Documents space opens by default while opening the BDB Platform homepage.