DOCman: upload, link and manage PDFs

April 8, 2009

DOCman is a Joomla component that lets you manage PDFs much in the same way you use the Article Manager to manage articles. In addition, DOCman lets you upload, label and categorize PDFs, create links, and even create listings of PDF files.

How to use DOCman to manage PDFs

  1. Optimize the PDF file before you upload it.
  2. Use DOCman to upload a PDF.
  3. Add information about the document.
  4. Create links to the PDF using the JCE editor Create/Edit Link tool.

Using DOCman to Upload PDFs

To upload a PDF file using DOCman, first log into the back end. Then, from the main menu, select Components > DOCman > Files.

  1. Click [Upload] on the toolbar.
  2. Upload a file from your computer is selected by default. Click [Next>>>]
  3. Click [Browse...] to Choose the file to upload.
  4. Click [Submit] when you’ve selected the file you want.
  5. After the upload is complete, click Make a new document entry using this file.
  6. Add an entry in the DOCman Document manager to describe the file you uploaded.

Note: don’t use batch mode to upload multiple PDFs — it’s not reliable. Instead, click Upload more to repeat the previous steps.

Adding Document Entries

After you upload a file (above), publish and describe the file in the Edit Document form. Then, the documents will appear in the JCE Hyperlink editor. The more information you can enter about the document, the easier it is to manage the documents. Some entries are required; others are not but are quite useful.

  • Name: Enter a descriptive name for the document.
  • Category: you must select a category
  • Approved: select Yes
  • Published: Select Yes
  • Other fields: optional, but recommended.
  • Click [Save] when you are done.

You can open the Edit Document form immediately after you upload a document, or from the Files listing (Components > DOCman > Files). To edit the Document information from the Files list,

  1. Click on the file name in the file list.
  2. Fill out the Add Document form, confirming that you’ve entered a name, and approved & published the document.
  3. Click [Save].
  4. Now the document will appear in the Documents list (Components > DOCman > Documents)

Now your documents will appear in the JCE Edit Hyperlink dialog, listed under Docman.

Fill Out the Add Document Form


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3 Comments Add your own

  • 1. Daniel Mihai Condurachi  |  August 20, 2009 at 6:13 am

    how can I add a “send document by email” button to the docman? under each file we have a few options “download” “details” and so on. I would like to add a button there for sending that doc to somebody by email

    Please help!
    Daniel,

    Reply

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