Manage Documents

NOTE: The Triaster Process Library Document Management feature only supports Word (.docx) and Excel (.xlsx) files.

The document publication functionality mirrors the map approvals and review process. A document folder exists for each site alongside the map store folder. Documents proceed around the Sandpit Documents, PreLive Documents and Live Documents folders in a similar way to maps. Links from maps to documents are always relative, for example, Sandpit maps link to Sandpit documents and Live maps link to Live documents. The document approval process includes a pre-approval phase, in which a Sandpit document is assessed for suitability before commencing the full approvals process.

The Manage Documents page is used by Document Authors, Approvers, Reviewers and Library Administrators. It lists all imported files and their properties in a search grid as shown below. Unless you have Admin privileges, you will only see documents relevant to you and your user account permissions. All documents are shown to Admin users. With large document lists, it is possible to apply filters to view only those documents of interest.

An imported document

See the following for more information about the use of the Manage Documents page:

• Setting up Document Management
• A Document Author's Role
• Document Pre-Approval
• Document Approval
• Document Review

Importing Documents

To import documents (see Setting up Document Management):

1. Log in to the Approvals page of Process Library.
2. In the Document Management section, click on Manage Documents.
3. Click on the Mass Upload button (requires Admin privileges). The server validates the documents in the Sandpit Documents folder against those listed in the ExcelImport.xlsx file located in the Sandpit Documents/Mass Upload folder. If any errors are encountered, the import action is aborted.