Private Documents

Private Documents

Every user in all accounts has Private Documents. This is for creation, editing and management of documents that are not required to be shared in a project.

For example within a workflow context Users can move a document to their private account. There they have editing rights and no other users can view or modify the document.

Whenever a User creates a new document or copies an existing document from a Project or the Account Library, one of the options is to Copy to Private Documents.

When the Account User clicks on Private Documents,a new screen opens showing a list of documents with a filter bar and page navigation options.

On the top bar there is a New Document button.

An Account User can create, modify and delete a Private Document at any time.

Add a new Private Document

1. From the Main Interface, click Private Documents. The Private Documents will open. The first time this is opened there will be no documents.
2. Private Documents displays the list of documents that the Account User owns along with metadatas and ownership details.
3. From the top right toolbar, click New Document to add a new document.
4. The Add New Document form will appear.
5. Fill in the required Metadata fields. NOTE: Title and Presentation Template are the only mandatory fields. All others can be filled in as, when and if required.
6. Click OK to add the new document.
7. To return to the previous page without adding the  new document, click Private Document from the top right toolbar. This action will take you back to the Private Documents page.

1. Title:(Mandatory) Enter a title for the document.
2. Subtitle: Enter the subtitle of the document.
3. Author: Enter the author of the document.
4. Contributor: Enter the name of the person who contributed in the creation of the document.
5. Publisher: Enter the name of the publisher of the document.
6. Publish Date: Enter the publish date for the document. As this is a front-list production environment this may be now, in the future or a marketing release date.
7. Identifier: Enter an identifier for the document.
8. Language: From the Dropdown menu, select the language medium of the document.
9. Description: Enter a short description about the document.

Template Selection

1. Presentation Template: From the Dropdown Menu, select the Presentation Template for the document to be created.
2. Document Template: From the Dropdown button, select the Document Template for the document to be created.

Import an archive document

You can import an IGP:Digital Publisher archive document that is available on your local drive or a network location. The purpose of this is to allow the transfer of documents between IGP:Digital Publisher systems, or retrieval of documents that have been archived out of the system for any reason.

An archive document contains ALL components of a document including text and media content, Javascript and all template components.

1. The archive document (ZIP) must be available in your local system.
2. From the Main Page, under the Account User section, click Private Documents. The Private Documents screen will be displayed.
3. From the top right toolbar, click New Document. The Create New Document form will appear.
4. Click the Browse button in the Import Digital Publisher Archive Document section.
5. Locate the Digital Publisher archive document in your local system and select it. Click OK to import the document to your Private Document list.
6. The archive document will be imported and listed as a private document.