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Editorial workflow

Documents are published or unpublished in all languages, but editors can select ‌visibility per language. E.g., a published document can be visible in the front-end in English but not in French.

Find more details in Translations with language-independent workflow.

Upload documents

Editors can upload new documents from the document overview page in two ways:

  • Select Upload in the top-right​ corner:
     

  • Drag and drop the document file into the documents area:
     

Once uploaded, select the document you want to edit.

Edit documents

The document editor page provides editors with dedicated sessions to manage:

Translations

Visibility per language

By default, documents are visible in all languages. In the translation section, edit the document visibility language by language.

Document per language

Select a language to overwrite the neutral version of the document file and its properties per language. E.g., in the screenshot below, for the Italian language, the Alpha Organization - it.docx  overwrites the neutral Alpha Organization.docx:

Preview

In the preview section, editors can preview, download, and replace ‌the document file.

Note: When you replace a file in a published document, whether it's neutral or language-specific, the document goes to Reviewed.

Main properties

Documents built-in main properties are:

  • Thumbnail: By default, it's the document file type icon. Editors can replace it with any photo.

  • Entity code: Read-only unique entity identifier.

  • Slug: Human-readable entity identifier. If the document isn't published, editors can edit it.

  • Content date: By default, it's the publishing date. Editors can edit it.

  • Storage path: Read-only relative path of the document file location and name in FORGE.

  • Original filename: Read-only name of the uploaded document file.

History

Like for any entity, this section lists for each change who, what, and when.

General settings

Editors can select:

  • Authorization group: Select the authorization group that editors must have to edit the document.

  • List availability: Select whether the document must be included into lists that the front-end queries. See List Availability for more information.

Context and tags

Editors can select:

  • Context: Text that appears above an article on the front-end. It's a small, but important piece of text which highlights the key features of the content.

  • Tags: Document's taxonomy.

Promotion

Editors can promote the document's visibility by leveraging:

  • Feature the content: Flag that makes a document featured. This flag informs the front-end that the document's visibility has a higher priority than not-featured ones.

  • Add to selections: Add the document to one or many editorial selections.

Relations

Editors can relate the document to other entities regardless of their type.