Creating Collaborative Documents

Document created by timothy_hales-esristaff Employee on Apr 24, 2014Last modified by CLoya-esristaff on Oct 1, 2018
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You can create new documents from scratch in the GeoNet community. These native documents are called collaborative documents. They are created, edited and live directly in the community.

 

To create a new collaborative document:

  1. Click Create > Document.
    Creating documents
  2. Enter a title for your document in the field at the top.Creating a document
  3. Enter content into the content body. You can format your text however you’d like, or insert videos, images, hyperlinks, emoticons, and tables.
  4. You can view your content in HTML by clicking the < > icons in the upper right corner of the content field.
  5. Optionally, attach supporting files to your document by clicking the Attach icon in the bottom right corner of the editor.
  6. Choose a Publish Location to post your document.
  7. Add relevant tags to your document so it is easily searchable. You can choose from a list of popular tags or write your own. See Tagging Content for more details.
  8. Should you want to control accessibility, click on Advanced Options. If you choose to not modify any advanced options, the defaults will be used. 

    The Document content type is designed to be a collaborative document by nature. Anyone with the Create permission on Documents will also have editing permissions. This means when you create a Document in GeoNet, other users will have access to edit your documents unless you choose the option to restrict authors before publishing.
    • Restrict Authors - select if you wish to control the user(s) that can edit your document besides yourself.  Default: All users with edit document rights can edit the document.
    • Require Approval before Publication – this option allows you to choose the user(s) to approve the document before it’s published. Choosing multiple people requires all to approve before publishing. Default: No approval is needed.
    • Restrict Comments – turns off the ability to comment on the document. Default: Any user with the ability to contribute to documents can comment.
  9. You can either save your document as a draft and edit it later, or choose to publish the document.

 

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