![]() ![]() You’ll see when it was modified, who made changes, and you can even restore a previous version by clicking the ‘Restore’ link.Ĭustomizing and Creating Your Own Workflow States Then, there’s the ‘Revision Log’ meta box, which shows all of the changes that have been made to the document across different versions. Here, you can add notes about any changes made to the newest version of a document. Here it shows the latest version of the document and when it was last opened.īelow that, you’ll find the ‘Revision Summary’ meta box. When you open up a document, you’ll see the ‘Document’ meta box. ![]() Managing Document Revisions and Workflow States in WordPressĪnother great feature that makes this plugin a great collaboration tool is the revision log and version control features. Once you’re finished customizing your document, make sure to click the ‘Update’ button to save your settings. In the ‘Owner’ meta box, you can choose a new team member from the ‘Document owner’ drop down. The process is similar to adding a featured image to WordPress posts and pages.Īfter that, you can change the owner of the document to another member of your team. Then, you can add an image in the ‘Document Image’ box. Simply select which phase of production the document is in from the ‘Current state’ drop down. Next, you can change the ‘Workflow State’ setting. You can change this by clicking the ‘Edit’ link in the visibility section, selecting the ‘Public’, or ‘Password protected’ options, then clicking ‘OK. This makes it so that logged-in users can access it, but it won’t be visible to your visitors. The default setting is for your document to be published privately. Next, you can change your permission settings, workflow state, document owner, and add a document image in the right hand column. Once you add the file, it will automatically upload. You can drag and drop the file, or click the ‘Select File’ button to upload a file from your computer. This brings up the same popup for adding media files to WordPress. To upload the file to your WordPress site, click the ‘Upload New Version’ button. Next, you need to give your document a title. Then, click the ‘Add Document’ button to add a new document. To view your document library, go to Documents » All Documents. Once the plugin is installed, you’ll have a new menu option called ‘Documents’. For more details, see our step by step guide on how to install a WordPress plugin. It lets you collaboratively edit files, store documents, track progress, and more.įirst thing you need to do is install and activate the plugin. The easiest way to set up a document management system in WordPress is by using the WP Document Revisions plugin. Setting Up Your WordPress Document Management System With that said, let’s show you how to use WordPress to manage your documents and files easily. This will help you save time, keep track of projects, and never lose important documents or files. Instead, you can do all of this from your WordPress admin dashboard. It’s easy for things to fall through the cracks when you’re using multiple tools to manage workflows, store documents, collaborate and edit, and more. Why Use WordPress to Manage Documents and Files?īy using WordPress to manage your documents and files, you can turn your WordPress website into a complete collaboration platform and improve productivity. In this article, we’ll show you how you can use WordPress as a document management system for file management, workflow, and file hosting. With WordPress you can manage all of these and more, right from your admin panel. Some website owners have spreadsheets, images, and other documents they need to collaborate on with a team. Do you want to use WordPress to manage your files and documents?
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