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updates:documents-manager-initial-version-of-the-documents-manager-module-has-been-introduced

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updates:documents-manager-initial-version-of-the-documents-manager-module-has-been-introduced [2018/05/29 16:10]
updates:documents-manager-initial-version-of-the-documents-manager-module-has-been-introduced [2018/05/29 16:11]
bartek [Main page]
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 +====== Documents Manager ======
  
 +**Documents Manager** panel allows making changes in documents, such as Flight Order and Flight Brief. Right now changes can only be done in Leon default template of the **Flight Brief** or **Flight Order**. In the future also custom templates will be able to be modified. Also, other documents (Flight Order, Trip Sheet, Pax Info, Charter Contract) will be successively added to this panel
 +
 +===== Main page =====
 +
 +[{{ :leon:documents-manager:main-screen.jpg?200|Documents Manager main page}}]
 +
 +The main page shows 3 filtering options: by document type, language and publishing status, as well as 5 columns: 
 +
 +  * **Documents** - saved versions of Flight Brief. 
 +  * **Language** - used language on the document.
 +  * **Published** - the status of the documents, whether they have been published, or not. Click on the white dot if you want to publish saved version - the dot will become green.
 +  * **Last modified** - the date of the latest modification.
 +  * **Action** - once the document has been uploaded you can hover the mouse to see available options:
 +  -{{:leon:documents-manager:icon 2.jpg|}} - the edition of the document
 +  -{{:leon:documents-manager:icon 3.jpg|}} - saving the copy of the modified document
 +  -{{:leon:documents-manager:icon 4.jpg|}} - deleting saved document
 +  -{{:leon:documents-manager:icon 5.jpg|}} - viewing of the document
 +
 +
 +
 +
 +===== Managing documents =====
 +
 +[{{ :leon:documents-manager:doc edition.jpg?200|Documents Manager - Body of the document}}]
 +
 +In order to start managing your documents you need to first **upload** them into Documents Manager panel. Click {{:leon:documents-manager:icon 1.jpg|}} icon, select the document and insert the version number. Once it's saved Leon will move you straight to the document's **edition page**, where you can start making changes.
 +
 +There are **4** sections in the document's edition page:
 +
 +  - HEADER - here you can insert document's header.
 +  - BODY - you can add or modify here tables, columns, text displayed, etc...
 +  - FOOTER - insert footer text which will appear at the bottom of the document.
 +  - CSS - modify here the font, tables width, borders or logo.
 +
 +Use buttons at the left-bottom of the screen to save changes, save document's version, preview modifications before saving them or cancel changes you made.
 +
 +There is a filter available (pin it up in top-right corner) showing further options: uploading files or modifying margins and page orientation.
 +
 +<box>**If you don't have IT experience, we advise you contact your IT team to help you in modifying documents**</box>
updates/documents-manager-initial-version-of-the-documents-manager-module-has-been-introduced.txt · Last modified: 2018/05/29 16:11 by bartek