Share a document

This page describes the Share a document page.

The Share a document page shows a custom form to create new document submissions for the Digital Library.

New document submissions are stored as individual document blog posts in the digital library blog.

The Share a document page is based on a Nationbuilder Feedback page. A feedback message is added when a new submission is created.

Live:

Submission Feedback Page Control Panel:

Submission Feedback Page Tags:

Digital Library Blog:

Note that a document entry blog post can have multiple file attachments. Please see below for a detail description of the document blog post data and tags.

#Public Documents

Any logged in user can submit a public document via the Share a document page. We require users to be logged in to submit in an effort to reduce spam submissions.

Public blog posts always have the doc_public tag.

Public Documents must go through a moderation process before being published on the site - as they are visible to all users.

Moderation Process

After submitting a new document post, a new message will be added to the submission feedback page detailing the new submission. The user will be tagged shared-document and can be added to a path in NationBuilder (the exact behaviour can be configured in the control panel here: https://landcaretas.nationbuilder.com/admin/sites/4/pages/30386/feedback/edit). Admins can follow this page to be notified when a new submission is made.

Like other moderation systems on the Landcare Tasmania website - if a document blog post page status is "unlisted" it is pending moderation. When it has been moderated and approved - it should have it's page status set to "published".

All new public posts are set to "unlisted" and will need to be "published" by a Landcare Tasmania site admin.

Private group posts will be "published" automatically and so do not go through the moderation process - but they will be only accessible to group members via the doc_private and doc_org:ORG_ID tags.

If a document is not "approved" (you don't want it added to the Digital Library) - keep it as "unlisted", set to "hidden", or delete the post.

After moderating the Document submission - Landcare Tasmania admins should progress the user on their path.

Organisation Documents

Organisation members can submit documents linked to their organisation.

Group Members can find a button to link them to this Share a group document form through their Members Toolbox and also on their profile - under the Our Documents section.

Note specifically: a users must be a group member, editor, or admin to share a document to the group.

This button links to the "Share a Document" page, and also passes the organisation ID via query string to upload to a specific group (group doc), for example:

Private Organisation Documents

Organisation Documents are private by default. These posts will not appear in the main Digital Library, but will be visible on your group profile immediately - for your group members to access.

Private organisation posts will have the doc_private and doc_org:ORG_ID tags.

Public Organisation Documents

The Share a group document form has an "Public Post" checkbox. If the user ticks this - the generated Document will effectively be a Public Document post - it will be visible in the Digital Library, and go through moderation before being visible. This Document post will link back to your group profile, and the Document will appear as a publicly visible document on your group profile.

Private organisation posts will have the doc_public and doc_org:ORG_ID tags.

Share a Document - Form Fields and Blog Post tags

This describes the document form fields in detail.

Please also see the Individual Document page that describes the blog post fields and tags.

Title/Headline

Textbox

This will set the Document blog post Headline. This will also be displayed on the Document card.

Summary

Textarea

This will set the Document blog post Content. (note this is the 'content before flip' when editing in Nationbuilder).

Upload Documents

File Uploader

Uploaded file attachments are stored in a third party service called Cloudinary.

This displays a Cloudinary uploader where users can upload file(s) from their computer and other sources (external website, Dropbox, Google Drive).

Uploaded files will be linked to in the Document post - stored as page tag(s) with format doc_url:FILE_URL where FILE_URL is the Cloudinary file URL.

Note: Cloudinary adds an seven random characters (for example _jr6gdb) to the filename to ensure the file names are unique - this is removed before displaying the file name to the end user.

Example:

Document Date

Date

The publish date displayed on the Document post - stored as page tag with format doc_date:YYYY-MM-DD. This will default to the current date but can be modified to allow for historical dates if desired.

Document Author

Textbox

This will be displayed on the Document post - stored as page tag with format doc_author:Name. This will default to the current user's name but can be set to override and credit an author who isn't doing the submission.

Document Filter Categories

Multiselect Toggles

User can select none, one, or multiple document category toggles for their document. These will act as filter tags on the main Digital Library grid.

This inclues Document type and Landcare Topics categories, which are added as tags in the respective formats filter:Type:XXX and filter:Topic:XXX

Please see the Individual Document page for more detail on these tags.

Public Post

Checkbox (Only visible on Group document form)

Posts are normally only visible to members of your organisation. A public post will be displayed to all users on your group profile page, and will show in the public document library. Note public posts will be moderated by a Landcare Tasmania staff member before they are visible.

If checked a group document will be created with page tag doc_public - else it will be created with page tag doc_private.

I give permission for Landcare Tasmania to use images and documents I upload.

Checkbox

If checked a group document will be created with page tag doc_permission_to_share.

Other tags

author:USER_ID

This tag will be added to all Document submissions - it will not display anything on the Document post - but is useful for admins if they want to see who submitted the post or to filter to all documents submitted by that user.

doc_org:ORG_ID

If the file was uploaded via the Share a group document form (/share-a-document?org_id=ORG_ID) - the Document blog post will be created with page tag doc_org:ORG_ID where ORG_ID is the org id. This will create a link to the group from the Document post, and is also used to pull in and display the post on the group's profile.