Documents

This chapter describes how to incorporate existing documents into Pages and how to manage those documents from within Pages.

Although you can add content to pages using rich text and page components, you might also want to add existing content (for example, Word documents or PowerPoint presentations). You can add this existing content by attaching documents to objects in page view. After attaching a document, users can view the document or upload new versions of the document.

Attaching a Document to a Page

Navigate to the page.
Click Attach a document.
Click Browse to select the document. After selecting one document a new field appears, enabling you to select additional documents.
When you are done selecting documents, click Upload.

When you attach a document to an object it appears on the right, under Attachments, when you view the associated object in page view.

Viewing a Document

Open the page, record, or DataSpace to which the document is attached, and, under Attachments, click the name of the document.
Navigate to the Organizer and click the name of the document.

The document opens in page view. To view the document (or save it to your computer), click the document name.

Deleting a Document

To delete a document (and all its versions), navigate to the Organizer, select the document, and click Delete.

Uploading a New Version of a Document

You can upload a new version of the document while viewing the document in page view. Click Upload new version, click Browse to select the new version, then click Upload.

If the new version of the document has a different name than the existing version, the operative file name of the document changes to the new file name.

You can also upload a new version of a document by selecting Attach a document in any page view, but the file names must match. If the file names do not match, Pages will treat the files as separate documents.

Viewing a Previous Version of a Document

To view a previous version of a document, open the document in page view, then click the name of the document next to the version number you want to view.

Reverting to a Previous Version of a Document

To revert to a previous version of a document, open the document in page view, then click Revert next to the appropriate version. The version you revert to is saved as a new version, so you do not lose any version history. For example, if you revert from Version 10 to Version 6, Version 6 gets saved as Version 11. If you later discover that you should not have reverted the document, you can revert back to Version 10.

Deleting a Version of a Document

To delete a previous version of a document, open the document in page view, and click Delete next to the appropriate version. When you delete a version there will be a hole in your revision history. For example, if you delete Version 3, the list of versions will display: Version 5, Version 4, Version 2, and Version 1. This enables users to see that a given version, which may have had a specific purpose or meaning, was deleted.

Administrator Guide