DOCman

DOCman

  • Changing Ordering Options for DOCman Menu Items and Modules

    Menu Item

    To reorder DOCman documents displayed by a menu item:

    1. Log into the back-end Administrator interface.
    2. Go to Menus.
    3. Click the name of the menu containing the menu item that links to DOCman.
    4. Open the menu item that matches the page to be edited.  This should be similar to the name of item in the horizontal navigation bar.
    5. Click the DOCman tab (see #1 below).
    6. In the "Sort documents by" dropdown, choose method to sort documents.(see #2 below).
    7. Click Save & Close (see #3 below).

    Select sort criteria for DOCman menu item

    Module

    To reorder DOCman documents displayed by a module:

    1. Log into the back-end Administrator interface.
    2. Go to Extension -> Modules.
    3. Click Search Tools.
    4. In the Select Type dropdown, choose "DocMan - Documents". 
    5. Click the title of the module to be adjusted.
    6. The screen that shows should have an "Order by" field (see #1 below).
    7. Select a new ordering option.  "Ordering" is the order they appear in the DocMan component which is the same place you upload files and create DocMan documents (see #2 below).
    8. Click Save & Close(see #3 below).

    Select sort criteria for DOCman module

    If you cannot find the Menu Item or Module, submit an SASIT workorder.

  • Creating a "DOCman - Documents" module

    Overview

    You can display a list of documents from the same category within a "DOCman - Documents" module. When new documents are added to the category, the module will automatically update the list.

    Procedure

    1. In the Joomla! back-end (Control Panel), navigate to Extensions > Modules, then click the New Button to create a new module:
      Creating a new module
    2. Select DOCMan - Documents from the list that appears under "Select a Module Type:"
      Select a module type: "DOCman - Documents"
    3. Enter a Title for your module (see #1 below).
    4. Click within the Categories field and select your DOCMan category (see #2 below).
    5. For "Position," click the dropdown menu, and select the desired module position.  For example, to display the module to the right of the content area, select "Sidebar-b [sidebar-b]". Read more about Module Positions here.
    6. Click the "Menu Assignment" menu to specify which menu items will display your module (see #3 below).
    7. Click Save & Close to the upper left (see #4 below).

    Creating a "DOCMan -Documents" Module

     

  • Linking to DocMan Documents (Joomla! 3.x)

    This procedure explains how to create links to DOCman documents within articles, on web sites using the SAS Content Management System (CMS; Joomla! 3.x).


    Linking to Documents:

    • Edit the article in which you want to create the link to the DocMan document (see: Editing Articles (Joomla! 3.x, front-end) - Basic Editing)
    • Click the "Document" button below the text area:

      DOCman: Document button

    • A popup window will appear.  Under "Menu Items and categories" on the left, click on the category containing the document you want to link to: (see #1 below).
    • Click on the name of the document you want to link to (see #2 below).
    • If the link text should differ from the document name, edit the text in the File name field on the right (see #3 below).
    • Click Insert document link (see #4 below).

      Inserting a DOCman document link
    • A link to the document will appear in your article.
    • Click the Saveicon in the upper left corner of the page: Save button

      or click Save & Close to save your changes and close the article: Save and Close
  • Listing DOCman Documents within an Article

    Overview

    You can display a list of documents from the same category within an article. The list will automatically update as new documents are added to the category.

    Create "DOCman - Documents" module

    1. Go to Extensions > Modules
    2. Click the green New button to the upper left
    3. Select DOCMan - Documents
    4. Enter the Title for your module (see #1 below)
    5. Click within the Categories field and select your DOCMan category (see #2 below)
    6. Click Save & Close to the upper left (see #3 below)

    DOCMan Module

    Embed the "DOCman - Documents" module in an article

    1. In the Joomla! Administrator page, click Content > Articles
    2. Find and click on your article you want your list of documents in
    3. Click at where you want your list to display, and then click the Module button below the content area (third button from the left)
    4. In the - Select Type - dropdown menu, select "DOCMan - Documents"
    5. Click on the ID number of the new module you created
    6. Click Save & Close icon to the upper left to save your article
    7. Your article will now display a list of all the documents in your selected DOCMan Category
  • Overview: What is DOCMan?

    • How to video:

    Overview

    DOCMan is an extension for Joomla! that allows you to upload documents to your website, so they can then be downloaded by visitors to your site.

    File vs. Document

    DOCMan defines files and documents as different things:

    • A file is the original PDF, Word document, or other file that you upload to DOCman.  Your file is not accessible on the website until it becomes a document.
    • A document is a link to the file you uploaded, with some additional properties that are specified in DOCMan:
      • A title (which may differ from the file name)
      • A category
      • A description (optional)
      • The status, whether published or unpublished

    DOCman: File is uploaded to DOCman; file becomes document; document displayed on website

    DOCman Documentation

    • Video Included: Video Included
  • Overview: Where does Joomla store files?

    Overview

    In Joomla!, files such as PDFs and images (jpg, png, etc) are all stored in the "images" directory.  The exception is for files uploaded using a third-party document management extension such as DOCman.  These extensions have their own folder structure within the Joomla! website.

    There are multiple ways to upload these files; follow the appropriate links below.

    Uploading files to the "images" folder

    The Media Manager in Joomla! and JCE Editor Pro both allow you to upload files to the "images" folder.

    Media - for image files (gif, jpg, png, etc).

    JCE Editor File Browser - for PDF files

    Uploading files with third-party extensions

    DOCman, Ignite Gallery, and JEvents are all examples of third-party extensions that allow you to upload files to Joomla!.  The files are stored by the respective components within their own file structures, not the "images" folder.

    DOCman

    Ignite Gallery

    JEvents

  • Unpublishing and Re-Publishing a Document (joomla 3)

    Overview

    In DOCman, you can unpublish a document without deleting it from your web site.  If you need to display the document again, you can easily re-publish it.

    Procedure

    1. In the Administrator interface, select Components > DOCMan > Documents:
      Components - DOCman - Documents
    2. If the document to be unpublished doesn't appear in the list, select the category containing the document from CATEGORIES > All Categories (see #1 below).
    3. Click the check box to the left of your document's name (see #2 below).
    4. Click the Unpublish button above the list of documents (see #3 below).
    5. The "Status" column will display "Unpublished" for your document, meaning that it will no longer be visible from the front-end of the web site.
    6. If you need to publish it again, click the check box to the left of your document name (see #2 below).
    7. Click the Publish button above the list of documents (see #4 below).Unpublishing and Publishing Documents in DOCman