Manage Accessibility and Translation Documents in DocAccess

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Customers with Agenda Accessibility and Translation powered by DocAccess can manage their documents in the DocAccess Control Center. The Control Center’s “Your Documents” section provides a unified view of the files connected to your DocAccess account, making it easy to manage everything in one place. At the bottom of the DocAccess Control Center, there are additional features that allow users to add missing files that aren’t appearing in Your Documents and to upload files directly to make them accessible. This article will show you how to find, interact with, and add files.


Manage Documents in DocAccess

  1. Log in to the DocAccess website

  2. Ensure you are viewing the Control Center:

    The Control Center button in the left-side DocAccess navigation menu.

  3. Navigate to the Your Documents section:

    The Your Documents section of an example DocAccess Control Center.

  4. Click Set Auto-Enablement Preferences to enable any options that apply to automatically process and manage documents, if desired:

    The gray, rectangular Set Auto-Enablement Preferences button above the Your Documents filters.

    1. In the dialog that appears, toggle the auto-enablement preferences switches on or off, as desired:

      Three toggles on the Your Documents Auto-Enablement Preferences dialog.

      • Inaccessible PDFs: Automatically enable DocAccess for PDF files that do not meet standards for users with disabilities

      • Accessible PDFs: Automatically enable DocAccess for PDFs on your site that have no detected accessibility issues

      • Documents Hosted on Other Domains: Automatically enable DocAccess for PDFs hosted on external websites

    2. Click Save Preferences to save any changes to your auto-enablement preferences

      The green, oval Save Preferences button in the lower-right corner of the Auto-Enablement Preferences dialog.

  5. Use the Filter tools to narrow down your document list, if desired:

    The filter options in the Your Documents section of an example DocAccess Control Center.

    • Filter Results box: Enter text to search for documents by URL, file name, ID, hash, domain, status, or hosting location

    • All Statuses: Filter documents by DocAccess status, transcript status, or document availability

    • PDF Statuses: Filter PDF files according to their scanning, analyzing, or compliance statuses

    • Domain: Select a specific domain to view documents for

    • Hosted Site: Select a site to view documents for

    • Reset Filters: Clear all applied filters

  6. Use the Your Documents list to view and manage your documents:

    An example documents list in the Your Documents section of DocAccess.

    • Enabled column: Enable or disable the DocAccess Viewer for a file by clicking the toggle

    • Actions column: Quickly view or share a document

      • Preview: Open the DocAccess Viewer for a file

      • Copy Link (clipboard icon): Copy a shareable link to the file

      • Email (envelope icon): Send the file to a recipient by email

      • View Original (PDF icon): Open the original PDF file

    • File Name column: View the name of a file

    • Date Scanned column: See the most recent time a full site-wide scan (spider) was completed

      Notes:

      • The “Date Scanned” date does not mean the website has not been updated since then.

      • New or updated files are still detected and processed automatically on an ongoing basis.

      • Because full site-wide scans run infrequently, the Date Scanned value is often in the past, which is expected.

      • For most customers, Date Scanned is informational only and does not require any action. DocAccess continues monitoring the site and picking up eligible files without needing another full scan.

    • Pages column: View the total number of pages in a file

    • Compliance column: See the accessibility issues that have been addressed and resolved for a file in its accessible HTML version

      Note:

      For a more detailed breakdown, click the Issues Addressed button. This will open a page with a full list of the accessibility issues that were identified and fixed.

    • Settings column: See general information about the document and tools to help troubleshoot issues with your file in the DocAccess Viewer

      • Document Availability (paperclip and number icon): See the number and location of links where a document is available and rescan if needed

      • Edit in Workbench (paper and pencil icon): Open the Workbench side-by-side editor to give feedback and apply stylistic preferences

      • Settings button (gear icon): Open Document Settings, which shows general information about the document and tools to help troubleshoot issues with your file in the DocAccess Viewer

        An example Document Settings dialog box with options like rescan and retranscribe.

        • Document: See the name of the selected document

        • Document ID: See the DocAccess document ID for the selected document

        • URL Hash: See the DocAccess URL hash for the selected document

        • Document Fingerprint (md5): See the unique MD5 digital signature for the selected document

        • Rescan Document: Refresh the document to pick up any changes made to the original PDF

        • Force Retranscribe: Completely reprocess the document from scratch

        • View Original PDF: Open the original PDF in a new tab

        • Copy Document Link: Allow customized shareable links to be generated for any document

          • With Accessible View Enabled: When this option is selected, the copied link will open the document directly in the accessible view using the DocAccess Viewer

          • Translate To: This option generates a link that opens the document with Google Translate applied


Upload PDFs to DocAccess

Files can be uploaded directly from your computer and added to the Your Documents section of your Control Center. PDF files added using the Upload PDFs function will not be added to your Public Portal.

  1. Log in to the DocAccess website

  2. Ensure you are viewing the Control Center:

    The Control Center button in the left-side DocAccess navigation menu.

  3. Scroll past the Your Sites and Your Documents sections to reach the additional features section at the bottom of the Control Center screen:

    The unlabeled additional features section of the DocAccess Control Center, where users can add missing files and upload files directly.

  4. Click the Upload PDF button:

    The green, oval Upload PDF button, which can be clicked to upload files directly to the DocAccess Control Center to make them accessible.

  5. On the Upload PDF Document dialog that appears, click the Choose File button:

    The white, rectangular Choose File button in the Upload PDF Document dialog's Select PDF File field.

  6. Use your computer’s file explorer to select and upload the desired file from your computer

  7. If you have multiple domains connected to your DocAccess account, click the Select Domain dropdown and choose the domain that this PDF should be uploaded to; if you only have one domain on your DocAccess account, skip to step 8:

    The Select Domain dropdown in the Upload PDF Document dialog for customers with multiple domains in DocAccess.

    Note:

    The Select Domain dropdown is only visible to customers with multiple domains.

  8. Click the Upload and Process button:

    The green, oval Upload and Process button in the lower-right corner of the Upload PDF Document dialog.

  9. Once the PDF has been processed, it will be added to the Your Documents section


Add Missing Files to DocAccess

If files uploaded to your Public Portal are not appearing in the Your Documents section of your Control Center, the Missing Files button at the bottom of the page can help troubleshoot.

I'm Missing a Specific Document

  1. Navigate to your Public Portal and copy the full URL of the missing file

  2. In another browser tab or window, log in to the DocAccess website

  3. Ensure you are viewing the Control Center:

    The Control Center button in the left-side DocAccess navigation menu.

  4. Scroll past the Your Sites and Your Documents sections to reach the additional features section at the bottom of the Control Center screen:

    The unlabeled additional features section of the DocAccess Control Center, where users can add missing files and upload files directly.

  5. Click the Missing Files button:

    The white Missing Files button, which can be clicked to add missing files that are not appearing in the Documents section.

  6. On the Find Missing Documents dialog that appears, select the I’m missing a specific document option:

    The “I’m missing a specific document” option on the Find Missing Documents dialog.

  7. Click the Next button:

    The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  8. Select Supply a URL to the document:

    The Supply a URL to the document option on the Find Missing Documents dialog.

  9. Paste the URL of the missing file into the Document URL field:

    The Document URL field on the Find Missing Documents dialog.

  10. Click the Next button:

    The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  11. Your document will be analyzed and processed:

    The processing your request and Analysis complete messages on the Find Missing Documents dialog.

  12. When the analysis is complete, click the Add All 1 Document button to add the processed document:

    The green, oval Add All Documents button on the Find Missing Documents dialog.

    Note:

    You can click View URLs to view the URL of the processed document, if needed:

    The View URLs dropdown on the Find Missing Documents dialog, which shows the URLs of analyzed and processed files.

  13. Click Done when you have finished adding the missing document:

    The green, oval Done button in the lower-right corner of the Find Missing Documents dialog.

    Note:

    You can also click Process More Documents if you have additional missing documents to add:

    The white, rectangular Process More Documents button in the lower-right corner of the Find Missing Documents dialog.

  14. When you are finished, click Close to exit the Find Missing Documents dialog:

    The green, oval Close button in the lower-right corner of the Find Missing Documents dialog.

  15. The file will be processed and automatically loaded into the Your Documents section

I'm Missing a Bunch of Documents

  1. Log in to the DocAccess website

  2. Ensure you are viewing the Control Center:

    The Control Center button in the left-side DocAccess navigation menu.

  3. Scroll past the Your Sites and Your Documents sections to reach the additional features section at the bottom of the Control Center screen:

    The unlabeled additional features section of the DocAccess Control Center, where users can add missing files and upload files directly.

  4. Click the Missing Files button:

    The white Missing Files button, which can be clicked to add missing files that are not appearing in the Documents section.

  5. On the Find Missing Documents dialog that appears, select the I’m missing a bunch of documents option:

    The “I’m missing a bunch of documents” option on the Find Missing Documents dialog.

  6. Click the Next button:

    The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  7. Select an option that indicates how you would like to provide the document information, then proceed with the relevant steps:

    The Supply a list of URLs and Supply a link options on the Find Missing Documents dialog.

    • Supply a list of URLs (Uniform Resource Locators) to documents:

      1. In another browser tab or window, navigate to your Public Portal and locate each of the documents that are missing from DocAccess

      2. Switch between the browser tabs/windows to copy the full URLs of the missing files from your Public Portal and paste them into the Document URLs field in DocAccess:

        The Document URLs field on the Find Missing Documents dialog.

        Note:

        Make sure that only one URL is entered per line.

      3. When all URLs have been entered, click the Next button:

        The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

    • Supply a link to a page with documents listed on it (Use this method if a resources page contains files that are not being detected):

      1. In another browser tab or window, navigate to the page with documents listed on it and copy its URL

      2. Switch back to the browser tab or window with the DocAccess website and paste the URL of the page into the Page URL containing documents field:

        The Page URL containing documents field on the Find Missing Documents dialog.

      3. Click the Next button:

        The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  8. Your documents will be analyzed and processed:

    The processing your request and Analysis complete messages on the Find Missing Documents dialog.

  9. When the analysis is complete, click the Add All X Documents button to add the processed documents:

    The green, oval Add All Documents button on the Find Missing Documents dialog.

    Note:

    You can click View URLs to view the URLs of the processed documents, if needed:

    The View URLs dropdown on the Find Missing Documents dialog, which shows the URLs of analyzed and processed files.

  10. Click Done when you have finished adding the missing documents:

    The green, oval Done button in the lower-right corner of the Find Missing Documents dialog.

    Note:

    You can also click Process More Documents if you have additional missing documents to add:

    The white, rectangular Process More Documents button in the lower-right corner of the Find Missing Documents dialog.

  11. When you are finished, click Close to exit the Find Missing Documents dialog:

    The green, oval Close button in the lower-right corner of the Find Missing Documents dialog.

  12. All documents will be processed and loaded

DocAccess Can't Find Any Files

If DocAccess is unable to detect any files on your Public Portal, three manual upload methods are available. These options allow documents to be added directly to the Your Documents section:

  • Supply a URL to the Document

  • Supply a List of URLs to Documents

  • Supply a Link to a Page with Documents Listed On It

  1. Log in to the DocAccess website

  2. Ensure you are viewing the Control Center:

    The Control Center button in the left-side DocAccess navigation menu.

  3. Scroll past the Your Sites and Your Documents sections to reach the additional features section at the bottom of the Control Center screen:

    The unlabeled additional features section of the DocAccess Control Center, where users can add missing files and upload files directly.

  4. Click the Missing Files button:

    The white Missing Files button, which can be clicked to add missing files that are not appearing in the Documents section.

  5. On the Find Missing Documents dialog that appears, select the It can’t find any files on my site option:

    The “It can't find any files on my site” option on the Find Missing Documents dialog.

  6. Click the Next button:

    The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  7. Select an option that indicates how you would like to provide the document information, then proceed with the relevant steps:

    The Supply a URL, Supply a list of URLs, and Supply a link options on the Find Missing Documents dialog.

    • Supply a URL to the document:

      1. Paste the URL of the missing file into the Document URL field:

        The Document URL field on the Find Missing Documents dialog.

      2. Click the Next button:

        The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

    • Supply a list of URLs to documents:

      1. In another browser tab or window, navigate to your Public Portal and locate each of the documents that are missing from DocAccess

      2. Switch between the browser tabs or windows to copy the full URLs of the missing files from your Public Portal and paste them into the Document URLs field in DocAccess:

        The Document URLs field on the Find Missing Documents dialog.

        Note:

        Make sure that only one URL is entered per line.

      3. When all URLs have been entered, click the Next button:

        The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

    • Supply a link to a page with documents listed on it (Use this method when a webpage, such as a resources or documents page, contains multiple linked files that were not detected automatically):

      1. In another browser tab or window, navigate to the page with documents listed on it and copy its URL

      2. Switch back to the browser tab or window with the DocAccess website and paste the URL of the page into the Page URL containing documents field:

        The Page URL containing documents field on the Find Missing Documents dialog.

      3. Click the Next button:

        The green, oval Next button in the lower-right corner of the Find Missing Documents dialog.

  8. Your documents will be analyzed and processed:

    The processing your request and Analysis complete messages on the Find Missing Documents dialog.

  9. When the analysis is complete, click the Add All X Documents button to add the processed documents:

    The green, oval Add All Documents button on the Find Missing Documents dialog.

    Note:

    You can click View URLs to view the URLs of the processed documents, if needed:

    The View URLs dropdown on the Find Missing Documents dialog, which shows the URLs of analyzed and processed files.

  10. Click Done when you have finished adding the missing documents:


    The green, oval Done button in the lower-right corner of the Find Missing Documents dialog.

    Note:

    You can also click Process More Documents if you have additional missing documents to add:

    The white, rectangular Process More Documents button in the lower-right corner of the Find Missing Documents dialog.

  11. When you are finished, click Close to exit the Find Missing Documents dialog:

    The green, oval Close button in the lower-right corner of the Find Missing Documents dialog.

  12. All documents will be processed and loaded