Working with documents

This article describes how to create a document and how to add translations.

Overview

A document is a set of files for all the various translations of the same document. A document also has a set of metadata. When web viewer displays the document, the web viewer will display the translation based on the user's language setting in the browser (or a fall back translation if translation does not exist).

A document is a type of presentation, so a document may have all the metadata which a presentation may have.

Documents are typically in pdf format, but Signifikant handles any type of file. Ensure the file format chosen can be rendered in a browser. For files in html format, special handling of css files and referred images is needed.

Information

Note

Information

Note

Persistent identity

ID used at import to ensure it is the same document

Identity

An ID of the document, e.g. printed matter number

Name

The name of the document. Will be displayed in search and as a header when viewing document.

Description

A longer description of the document. May be displayed in search (configuration) and when viewing document.

Specifications

Key value pairs that may be added on documents. Typically used to help users understand content of document or as tags for search.

Footnote

A note

Filters

Filter information

Permissions

Frequently used on documents to ensure document is displayed to users with correct credentials.



File formats - pdf

Signifikant handles any file format on documents. Accepted formats when uploading files in Manager is defined by a configuration.

Typically pdf file format is used to ensure wide usage and avoid viewing problems. But other formats as html, xml etc may also be used. If html or xml is used special handling of css and referred images is needed.



Document files

Each document consists of a set of files. Each file may be valid for several languages or may be marked as invariant (all languages).

Example 1 - three translations

Language

File

Language

File

Invariant 

-

en-US

en-US\safetyinstruction.pdf

de-DE

de-DE\safetyinstruction.pdf

fr-FR

fr-FR\safetyinstruction.pdf

Web viewer will display the document file based on user's language selection, e.g French document for user's with French language setting.

Example 2 - invariant document

Language

File

Language

File

Invariant

safetyinstruction.pdf

en-US

-

de-DE

-

fr-FR

-

Web viewer will display the invariant document file regardless of user's language selection.

Example 3 - document for several languages

Language

File

Language

File

Invariant

-

en-US

en-US\safetyinstruction.pdf

de-DE

de-DE\safetyinstruction.pdf

fr-FR

de-DE\safetyinstruction.pdf

In this case the safety instruction in French and German are located in the same physical file. So, user's with German or French language setting will see the same document.

Documents that are URLs

In version 4.5.x and later it is possible to handle URLs as documents. When user clicks on a document, it will direct user to the URL.

To create these external documents follow the below steps:

  1. Use document storage and create a new document

  2. Check mode "ExternalDocumentURL"

  3. In the list of languages add the URL to the document in the file column

Create a document

  1. Open document storage and add a new document.

  2. Add metadata as name and permissions to the document.

  3. Add the document files by clicking the

    1. Small yellow folder icon. This will allow to upload a new document file.

    2. Once at least one document has been uploaded it is possible to click on a small document icon with a yellow star on. This icon allows to make one language point to a file uploaded on another language (example 3 above).

  4. A document file may be viewed by clicking the view icon. Note that this require a viewer (e.g. a pdf reader) to be installed on the computer.
     

  5. A document file may be deleted by clicking the delete button. This will delete the database reference as well as the physical file on disk.



Add document name

It is highly recommended to always give documents a name, since documents may display badly in web viewer if name is missing.