This article will show you how to add, edit, or delete a folder in the Document Center.
Important Notes:
The Document Center folder will not be visible to the public until a file has been uploaded into the folder.
A Document Center folder can hold up to 800 documents. If you have more than that it is recommended to split them into several folders, or archive older documents.
Who can use this feature?
System Administrator | Owner
Add a Folder
Navigate to Modules and on the Content tab, select Document Center
Select Add Folder
Fill in the information
Name: The name of your folder
Department Header: If a Department Header is chosen here, searching from a Page with the corresponding Department Header will only display results from within this folder (and others with the same assigned Department Header).
Show Archives: Leave as the default
Update Integration Hub: Sends all Document Center item changes to CivicPlus Integration Hub to allow integrations
Check to Show Folder on Module Front End: When checked, the folder will be displayed on the module page /DocumentCenter and apply to all subfolders and files. Unchecking this will hide this folder, subfolders, and files and remove their contents from the search.
Permissions: Setting permissions at the folder level is suggested
View: View the live side only
Author: Submit new items, modify/delete unpublished items
Publisher: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
Select a saving option
Save: Will save your folder to the document but will not be seen on the live side
Save and Publish: Will save the folder to the Document Center and publish it to the live site
Modify a Folder
Navigate to Modules and on the Content tab, select Document Center
Select the folder you would like to modify
Select Modify Folder
Make the modifications
Name: The name of your folder
Department Header: If a Department Header is chosen here, searching from a Page with the corresponding Department Header will only display results from within this folder (and others with the same assigned Department Header).
Show Archives: Leave as the default
Update Integration Hub: Sends all Document Center item changes to CivicPlus Integration Hub to allow integrations
Check to Show Folder on Module Front End: When checked, the folder will be displayed on the module page /DocumentCenter and apply to all subfolders and files. Unchecking this will hide this folder, subfolders, and files and remove their contents from the search.
Permissions: Setting permissions at the folder level is suggested
View: View the live side only
Author: Submit new items, modify/delete unpublished items
Publisher: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
Select Save
Delete a Folder
Important Notes:
If a folder has child folders, you must delete them before you delete the parent folder. You can use the steps below to delete a child folder, as well as a parent folder.
You cannot recover a folder or its contents after you delete it.
Navigate to Modules and on the Content tab, select Document Center
Select the folder you would like to delete
Delete all child folders (use these instructions to delete these folders)
Click Unpublish Folder
Note:
Your folder should be marked with [DRAFT] to indicate it has been unpublished.
Click Delete Folder
Select OK from the pop-up asking if you would like to delete the folder
