Table of Contents
User Guide
Using the Content Manager
Creating a Topic
Create a topic with the required elements available for that topic type.
Creating a Folder
Use the Create Folder window to create a new folder to organize files.
Uploading Files
Upload images and DITA files to the repository for you to use in topics and maps.
Updating Images
Uploading a new version of an image using the same naming structure updates the image and all of its instances.
Starring Files
Star important files and access them in the Starred folder.
Moving Files
Move files and folders to a new location in the repository.
Renaming Files and Folders
Change the name of a file or folder after creation.
Duplicating Files
Make a copy of a file in a different location in the repository.
Moving Files to the Trash
Move files and folders from the repository to the Trash.
Downloading Files
Download topics or maps to save a back up on your computer.
Creating a Topic

Create a topic with the required elements available for that topic type.
  1. In the Content Manager, navigate to a desired folder and click Create New .

    Expected Result
    The Create New drop-down menu displays.
    Note:Available options vary based on your configuration.

  2. Select the topic type you want to create.

    Expected Result
    The Create New window displays.

  3. Enter a Title and File name.
  4. (Optional) By default, the file is created in the current folder. To create the file in a different folder, click Change and select a new location.
  5. (Optional) To assign the file to a collection, select Collections.
  6. (Optional) To assign metadata to the file, select Metadata.
  7. Click Create & Edit to create and open the topic for editing, or click Create to create the topic and return to the Content Manager
result

A new topic that includes all the mandatory elements for that topic type is created.

Creating a Folder

Use the Create Folder window to create a new folder to organize files.
  1. In the Content Manager, do any of the following:

    1. Click the Create a new folder icon .

      Step Information
    2. Right-click anywhere in the file listing and click New Folder .
    Expected Result
    The Create Folder window displays.

  2. Enter a name for the folder.
  3. Click Create .
result

Your new folder is created and displayed in the Content Manager.

Uploading Files

Upload images and DITA files to the repository for you to use in topics and maps.
prereq
If you’re uploading DITA files, we recommend compressing the DITA files into a ZIP folder. Uploading a ZIP folder is quicker and the folder structure in the ZIP will be retained when uploaded in to easyDITA.
  1. In the Content Manager, go to a desired folder and click the Upload .

    Step Information
    Expected Result
    The Select files to upload window displays and your current folder location is listed next to Select upload location .

  2. Click Select upload location .

    Step Information
  3. Navigate to the file(s) you want to upload and click Open .

    Expected Result
    The file(s) you selected are listed under Files to upload.
  4. Click Upload .
result

You uploaded the file(s) into your current folder.

Updating Images

Uploading a new version of an image using the same naming structure updates the image and all of its instances.
prereq
Note:Updating an image requires overwriting the original image with the new version. To ensure the overwrite is performed on the correct image, use the same file name for the updated image as the original image.
  1. In the Content Manager, go to a desired folder and click the Upload .

    Step Information
    Expected Result
    The Select files to upload window displays and your current folder location is listed next to Select upload location .

  2. Click Select upload location .

    Step Information
  3. Navigate to the updated image and click Open .

    Expected Result
    The Overwrite the existing file option is checked.
  4. Click Upload .
result

A new version of the image is uploaded to the repository, which replaces the original image and updates every instance of the image.

Starring Files

Star important files and access them in the Starred folder.
  1. In the Content Manager, select the star next to files you want to track.

    Example

  2. In the Browse Tab, click Starred .

    Expected Result
    Your starred files display in the Starred folder.
result

Your files are starred and display in the Starred folder.

Moving Files

Move files and folders to a new location in the repository.
  1. In the Content Manager, check the checkbox next to each file.

    Step Information
    Note:To select a range of checkboxes, check the first box in the range and then while holding Shift, select the last box in the range.

  2. Right-click any of the selected files and select Move .

    Step Information
    Note:The context menu indicates the amount of files selected.
    Expected Result
    The Move selected files window displays.
  3. (Optional) Enter a comment for the move.
  4. Click Select Location .

    Expected Result
    The Select Folder window displays.
  5. Navigate to and select a folder location.

    Expected Result
    A folder location is selected.
  6. Click Select .

    Expected Result
    The folder location displays in the Move selected files window.
  7. Click Move .
result

The files are moved to the selected folder location.

Renaming Files and Folders

Change the name of a file or folder after creation.
  1. In the Content Manager, check the checkbox next to each file.

    Step Information
    Note:To select a range of checkboxes, check the first box in the range and then while holding Shift, select the last box in the range.

  2. Right-click any of the selected items and select Rename .

    Step Information

    Note:The context menu indicates the amount of files selected.

    Rename Files window

  3. Enter a new name for each file.

    Step Information
    Note:An error will display if you attempt to only modify the lettercase (uppercase or lowercase). For example, you cannot rename the file “renaming_files_or_folders.dita” to “Renaming_Files_or_Folders.dita”.
  4. (Optional) Enter a comment for the rename.
  5. Click Rename . History History Tab
result

The selected files and folders are renamed.

Duplicating Files

Make a copy of a file in a different location in the repository.
Note:You can duplicate images, topics, and maps, but you cannot duplicate folders.

prereq
Important:Before duplicating files, you need to check if the files you want to duplicate are referencing other files. You can check this by examining the Outgoing Links. If there are outgoing links, duplicating the file without also duplicating the link dependencies would break the file. For more information, see Interacting with Links.
  1. In the Content Manager, check the checkbox next to each file.

    Step Information
    Note:To select a range of checkboxes, check the first box in the range and then while holding Shift, select the last box in the range.

  2. Right-click any of the selected files and select Duplicate .

    Step Information
    Note:The context menu indicates the amount of files selected.
    Expected Result
    The Duplicate window displays.
  3. Click Select Location and then navigate to and select where you want to copy the file(s) to. Select Folder window
  4. (Optional) Enter a comment for duplicate action.
  5. Click Save.
result

You made a copy of the file(s) in the selected folder location.

Moving Files to the Trash

Move files and folders from the repository to the Trash.
prereq
Important:Before removing files, you need to check that the files you want to remove aren’t referenced by other files. You can check this by examining the Incoming Links. If there are incoming links, the file is referenced by other files and deleting the file would break those links. For more information, see Interacting with Links.
  1. In the Content Manager, check the checkbox next to each file.

    Step Information
    Note:To select a range of checkboxes, check the first box in the range and then while holding Shift, select the last box in the range.

  2. Right-click any of the selected files and select Move to Trash .

    Step Information

    Note:The context menu indicates the amount of files selected.
    Expected Result
    The Remove these files window displays.
  3. (Optional) Enter a comment for the remove.
  4. Click Remove.
result

The selected files and folders are removed and moved to the Trash. If a comment was entered, it will display in the History Tab.

Downloading Files

Download topics or maps to save a back up on your computer.
  1. In the Content Manager, right-click a file and do any of the following:

    • To download just the file, select Download .
    • To download the file and its dependencies, select Download + Dependencies .

      We recommend you download the file and its dependenices so that referenced content such as images, keys, conrefs, and conkeyrefs display correctly.
  2. Check Save File.
  3. Click OK.
result

The files are downloaded to your computer.