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Documents

This article explains how to upload, classify, describe, and store MS Word or PDF files for a specific course or course section within XenDirect. The documents added are for internal use only and can be accessed by users, but not by clients. It also includes steps for uploading, deleting files, and managing document storage.

Navigation

Main Menu → Services → Course Info (view + Documents)
Main Menu → Services → Sections  (view + Documents)

Applies To: Enterprise, Plus, Basic

Overview of Document Management

The Documents tab allows users to store and manage course-related documents such as MS Word or PDF files. These documents are for internal use only and are not accessible by clients or attachable to emails. Additionally, uploading documents may require purchasing extra storage space on XenDirect servers.

Document Information:

  • Title: The name of the document as determined by the user.
  • Description: Details about the document as determined by the user.
  • Date: The date the document was uploaded or the date relevant to the document.
  • Type: The type of document uploaded (The available list is not user-defined).
  • Allow WebReg Display:
    • If checked: The document will be displayed in the Clients Documents section of WebReg MyAccounts for clients who are registered for any section of the course. The client can then view or download the document.
    • Suggestion: It is recommended to add a notice in the course description or reference the document in the automated email confirmation to inform clients about the document's availability.
    • Note: The Branch Profile setting for [Enable MyAccounts Uploads] must be enabled for this feature to work.
  • File:
    • Browse and upload the file using the Browse button.
    • The file name is automatically assigned by XenDirect for storage purposes.
    • Important: When editing a document, uploading a new document will replace the previously stored document.
  • Storage Space:
    • If there is insufficient storage space based on the amount purchased, you will receive a prompt about the lack of available space.
    • Storage space includes all uploaded files and images.

How to Add and Delete Documents

To Add a Document:

  1. Go to the Documents tab within the desired Course or Course Section.
  2. Click the [Upload New Document] button to add a new document.
  3. Click the Choose A File button to search for the document (MS Word or PDF) on your computer.
  4. Enter the Title and Description for the document.
  5. Select the File Type from the available list.
  6. Upload the document by selecting it, and then click [Create].

To Delete a Document:

  1. Go to the Documents tab.
  2. Select the document you wish to delete.
  3. Click the [Delete] button.
  4. Confirm the deletion if prompted.

Key Notes

  • Documents uploaded under this tab are strictly for internal use and cannot be shared with clients directly.
  • The storage space used by uploaded documents is subject to the amount of storage purchased.
  • To make a document available to clients through WebReg, enable Allow WebReg Display and ensure the relevant settings in Branch Profile are configured.

Conclusion
By managing documents in XenDirect, you can store and classify important course-related files for internal use. Enabling the WebReg Display option allows clients to access these documents through their MyAccount section. For further assistance, refer to related articles or contact support.

Choose files or drag and drop files