How to create and manage Documents and Pages

How to create and manage Documents and Pages

Info
In Trip Publisher, you can save collections of text and image content as Documents in your Library to use in your Trips or Templates. You can include an entire document or one or more pages in a trip to add important, interesting, or engaging content.

Creating Documents and Pages

1. Click the Menu icon at the top-left corner of the Trip Publisher, select Library, and click Documents to browse your existing Documents. Click the +New button to add a new Document.



Alert
By default, any Documents created are accessible to all users within your Company. Click the Make Document Private checkbox to have this Document, and all of its pages, only accessible to you.*

*Company Administrators will be able to see all Documents, regardless if they are marked Private.

2. Click the Camera icon to add a cover photo and the Add icon to create a new Page.


  1. For help with the various text formatting options for Pages, see the Text Formatting Options article.


3. Click View Details to add photos, videos, links, attachments, and location information to your Page.


4. You can also add an existing Page associated with another Document by selecting Add Existing Page from the Add icon and searching your Library.

Info
Documents can be added to your Trip as complete collections, or you can add individual Pages as desired. Think of a document as a folder of similar content: you can pull individual pages into your Trip or attach the entire document collection.

Managing Documents

Select the Options icon to the far right of the document row to display options to duplicate or delete a document.
Notes
You should only delete a document if no other users within your company need to use the document's contents.


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