Document Folders

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 apply them remain the same.

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.

Documents from the My Documents section

• The default screen for a Platform user displays the given notification message until they create their first document.

Default Display of the My Documents when no Document is available inside it

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 available publicly to the other users by default.

Public Documents

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 following image displays documents created under the Public Documents folder with the shared documents inside the Public Documents folder to display the difference between the credited options.

Displaying Different Credited options for a Created or Shared Document

The following image displays a list of the attributed options provided for a created folder and shared folder under the Public Documents.

Displaying Different Credited options for a Created or Shared Folder

Please Note: The folders and documents shared with the Public Documents do not contain Move to, Copy, and Delete options. If the logged-in user has created some documents under the Public Documents folder, they will get all the credited document options.

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 shared using the Share With option.

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

    • For example, the following image displays some shared documents 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 here that the stories shared using the Copy To option have all the document options to modify.

  • The stories shared using the Share with option do not display any documentation modification option.

    

    Documents under the Shared Documents

  • The following notification will appear while accessing the Shared Documents if the Shared Documents folder does not contain any shared document.

  

  Shared Documents Default Display

Please Note:

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

• The document shared with another user using the Share with option will reflect all the changes in the shared version which the original version of that document goes through.

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 don't 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 is a default space to appear while opening the BDB Platform homepage.