DocMan - Document Management

Creating categories in the backend admin area of DocMan helps for the organization of all the files.

To create a new category in the DocMan category structure, navigate to it via the main menu in the admin area.

Components > DocMan > Categories

Click on Add

 

 

Then fill in the form details with the appropriate information that is needed to populate the new category.

Category title and name can be identical and in most cases more helpful.

Parent item is required if the new category is a sub category of an existing category. Find the appropriate category and select it.

Once done, hit the SAVE icon and your category has been created.

If using a shared server over a local network, we can simply copy the file into the shared DocMan documents folder.

In this case the drive should be mapped as your Z drive and be pointing to //intranetsrv/dmdocuments2

Copying any files into that folder will essentially upload the file into the DocMan system.

 

Any file that is in the Z: Drive should be appearing in the files listed.

Next step is to create a document.

Once you have uploaded a file into to Joomla you will need to create the virtual document within DOCMan.

Navigate to Documents under DOCMan via the main menu in the admin area.

adding-documents

Components > DOCMan > Documents

 

Scroll down until you can find the name of the file that you are uploading into the system.

Tick the check box and click the New Doc icon in the top right area of the screen.

 

The Add Document screen will appear.

Enter the required information into the files, Name, Category, Agency and Publication and also check the approved and published states to yes.

  • Name refers to the name of the document
  • Category refers to the area of the website that it should sit under
  • Agency can usually be set to none and
  • Publications needs to be set to something appropriate.

To help users understand what the document is, a description of the document can also be entered in the Description area.

*Please note that the only thing that affects the search engine results in Joomla is the Name of the document and lesser so the description. The other fields have no effect.

Click SAVE and your document is now in the system and ready for linking.

About DOCMan for Joomla

DOCMan is one of the best document management solutions available for Joomla. It allows controlled downloading and uploading of documents into Joomla.

Unlike the regular media and file manager in Joomla, DOCMan allows for permission control and restricted access, front end file submissions, and meta information about the documents all of which can be controlled from an admin interface.

Administrators can organise documents within DOCMan in to nested categories as well and control various levels of security including anti leech systems.

There are several steps that you must take in order to upload and manage content on the website.

  1. Create categories for documents to exist in
  2. Upload the corresponding file
  3. Create a virtual document of the file

Downloading and Installing DOCMan

DOCMan is a commercial extensions and a copy of DOCMan can be obtained via the Joomla Extensions Directory:

http://extensions.joomla.org/extensions/directory-a-documentation/downloads/10958

It is provided and supported by a Joomla company called: JoomlaTools.eu

Other Additional Plugins and Addons

There are also a great number of additional modules and plugins that interact with DOCMan. These modules and plugins can also be found on the Joomla Extension Directory:

http://extensions.joomla.org/extensions/extension-specific/docman-extensions