Documents Manager

You can use documents manager to provide a view of your home page or files in Oracle Content and Experience.

To add a documents manager component to a page:

  1. Navigate to the page you want to edit and make sure that Edit switch is set to Edit.
  2. Add the component to the page.
  3. To edit the component and its appearance, click its menu icon Component Menu icon, and choose Settings.
  4. Choose Custom Settings to set the default details about the content that’s displayed.
  5. Click Select next to Folder Selection to change the folder to use for display.
    To select a folder, check the box next to the folder name. To open a folder, click the folder name. Click a folder name in the path to return to that folder or click Navigate to Home to return to the home folder. Click Back when you are done.
  6. Click Select Folder Access and choose the access role to grant visitors.
    Visitors will be able to view and work with the folder content based on their role and on the Browsing Options you enable in the next step.
    • Member Access: Visitors will be able to use any features available to members of the folder, such as viewing conversations, annotations, or custom properties of items.

    • Viewer: Viewers can look at files and folders, but can't change things.

    • Downloader: Downloaders can also download files and save them to their own computer.

    • Contributor: Contributors can also modify files, update files, upload new files, and delete files.

    Consider the following when setting folder access:

    • A site author can’t grant access to a folder that is greater than the access they themselves have. For example, if the author has downloader access to a folder, they can’t give contributor rights to site visitors.

    • The privileges set on the folder in the component can augment the visitor’s privileges. For example if the visitor has viewer privileges (or no privileges) for the folder, the component can grant greater privileges based on the selected role. These enhanced privileges are valid only in the component itself.

    • If a site visitor has privileges that are greater than those specified for the component, their individual privileges override those set on the component.

    • Privileges granted on a folder apply to the folders and files nested in that folder.

  7. Choose from the following to set additional defaults for the content that’s displayed.
    • Layout: Select an initial grid , list or compact list layout for the folders and files. Users can change the layout when they view the finished embedded component.

    • Color Scheme: Choose one of the available color schemes for the embedded folder listing.

    • Sort Order: Choose how the items will be initially displayed, either alphabetically by name, or by when the items were last updated.

    • Browsing Options: Choose what options will be available to users when they select an item. For example, you can choose to allow users to view files, download files, share or copy files and folders, or delete files. If you want to restrict what users can do with your files and folders, deselect an option in this list. If you chose Member Access in the previous step, you can elect to show a side pane where any conversations, annotations, or custom properties will be shown.

    • Viewer Options: Choose how users will view files. You can allow files to be viewed within the embedded frame or in another tab (or window depending on your browser settings). You can also hide or show thumbnails, and customize how videos are viewed.

    • Show Zoom Controls: Choose whether to show a slider bar or zoom controls in the embedded view of the folder.

    • Viewer Fit Mode: You can choose to have files be shown filling the page, filling the width of the page, or in the original size.

    • Triggers & Actions: Choose to refresh a file list if it is also used with the folder list component.

  8. Use the General tab to modify spacing, alignment, and other presentation options.
  9. Use the Style tab to format the frame that contains the component with predefined styles or with your own custom choices.

After the documents manager has been added, viewers will see a view of the selected folder embedded in a frame on your site. Users can use the provided display options to change how folders and files are listed. If a user selects a file or folder, they can choose options provided by the menu bar or with the right-click menu and perform any action allowed by their role and the Browsing Options you specify.

If a conversation is associated with an item, you’ll see the browser conversation icon with the item. Click it to open the conversation pane where you can view annotations and comments. Independent conversations (those not associated with a folder) must be added using the conversation component.

If an item has custom properties, you can view the properties in a pane. Click More then select Custom Properties to open the property pane.