FAQ: How do I enter a New Document in my Corada WorkSpace?
To enter a new document in your WorkSpace (once you are logged in):
1. Click on 'My WorkSpace' at the top of the home page - this will take you to your WorkSpace home page.
2. Click on '+ My Content' to expand and select the 'Add Content' link that you will see at the bottom of this expanded section.
3. Select 'New Document' from the menu items. This will open the data entry fields. Note that all fields marked with an asterisk (*) are required fields.
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'Name' - Enter the name of the document as named by author or publisher.
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'Source' - This should be the source of the document; who authored it/where it came from. For example: U.S. Department of Justice.
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'Source Date' - The publication date, as found in the document. Be sure to look on a title page or at the end of the document. A drop-down calendar will allow you to choose a date or you may manually type in the date in the YYYY-MM-DD format.
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'Source date specificity' - This refers to how you want to display the publication date. For example, some documents only give you the month and year as a publication date, like "March 2003." In this case, under Source date, you would enter 2003-03-01 and then under Source date specificity, you would select "Year/Month." Likewise, if the document only provides the publication year, for example 2003, then under Source date, you would enter 2003-01-01 and under Source date specificity, you would select "Year."
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'Source location' - If your document/source came from a website, enter the URL here, or enter any source location notes in this field if no URL.
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'Document wide message' - This will display a message that will automatically be placed on every piece of the document, in bright red. This is used in rare cases where we need to alert users to something, such as ____
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Click the blue 'Save Document' button - you have now created the base of your Document. The window now presented to you gives you options to make your entry Live, set permissions and privacy, and assign a different owner if needed.
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Making your entry Live: Best practice would be to click the blue 'Preview' button to check that your entry is complete and functioning before making it live. When you are satisfied with your entry use the toggle button and change it to 'YES'. Otherwise, the entry is viewable to only you, and remains in 'Draft' mode.
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If you need to make edits to your entry, click the blue 'Edit' button next to your entry's title.
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Changing the privacy of your entry: Your entry defaults to "Not visible to the public". Adjust this setting by clicking the blue 'Edit' button to the right. Use the toggle button to change to 'YES', confirm when the dialog box opens, and click on the blue 'Update Privacy' button.
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Note: by changing the toggle button to 'YES,' you will allow ALL Corada users, the general public and search engines access to view and index your content. If your content should be kept private or confidential, the toggle button should remain on 'NO' so it will NOT be visible to the public.
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Changing the permissions of your entry: Your entry defaults to only giving you permission to view, edit and manage your content. To allow other users or WorkGroups to view, edit or manage your content, click on the blue 'Edit' button to the right. Read what permissions you may choose from and then select specific users or WorkGroups by clicking on the 'Add...' link.
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'User Permissions': Choose the user from the drop-down menu, then assign what type of permission you are giving that user (View, Edit, Manage). You may assign more than one user if needed. Remove any user permissions by clicking the 'Remove' link to the right of their name.
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'WorkGroup Permissions': Choose a WorkGroup from the drop-down menu, then assign what type of permission you are giving that WorkGroup (View, Edit, Manage). You may assign more than one WorkGroup permissions for your entry as needed. Remove any WorkGroup permissions by clicking the 'Remove' link to the right of their name.
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Click the blue 'Update Permissions' button at the bottom to complete assigning permissions for your entry.
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Changing the owner of your entry: Since you entered the content, you are the "owner" of your entry. If you wish to transfer ownership, click the blue 'Edit' button to the right and choose a user's name from the drop-down menu. Click the blue 'Update Owner' button to complete.
4. Next, you will build the "clips", or small pieces of the Document. Our data entry staff always practices a copy/paste method when clipping a document to help ensure that the text is in its original state, and we strongly suggest that you practice this as well. Click the blue 'View/Manage Sections' button to begin.
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Click the blue 'Add Section' button. The window presented will be where you input the information for one clip. A clip may consist of a chapter of your document (ex. - Chapter 3 Toilet Rooms), a subsection (ex. - 604.2.2), or other definable part of the document.
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'Name' - This should match your source document. Examples include: CHAPTER 1: APPLICATION AND ADMINISTRATION; 202.1 General; Subpart D -- New Construction and Alterations
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'Section Number' - Applicable if the document you are inputting lists section numbers.
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'Content' Tab - This is where you will paste in the body of text from your source document. We have provided standard formatting tools and suggest adjusting your clip so that it matches the source material as closely as possible.
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'Images' Tab - Upload images or drawings that need to be integrated into your text for this clip. Click on the blue 'Add Image' link.
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Click the 'Add Image' link, click the grey 'Choose File' button to open a dialog box. Select your saved image from the appropriate folder and click 'Open'.
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'Name' - We suggest naming your image the same as what your source material identifies it as. If there is no name listed, name it something identifiable.
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'Alt text' - Reference this document from the Social Security Administration for guidance on composing ALT text.
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'Sort order' - an optional field, useful if you are using multiple images and wish for them to appear in a particular order. Number your images sequentially from 1.
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You may continue to upload images one at a time as needed by clicking the 'Add Image' link.
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Important: To have your image placed within the text properly, go back to the Content Tab. In the body of the text, where the image should go, paste in the image convention: [% image(name || size || position) %]
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name should be the name you've given the image. Example above: "logo" or "figure 202.5"
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size should be the size you want it - 100% or smaller? Use: 100, 75, 66, 50, 42, 33, 25, actual_size
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position should be left, center or right
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example: [% image(logo || 50 || center) %]
Note: at the bottom of the content tab are hints/tips for the image convention.
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When all tabs are completed, you have the opportunity to provide ADA References and Keywords in the fields located below the blue-outlined box.
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'ADA References' - Enter ADA sections or subsection numbers if applicable to your content. (ex. - 308.3) When you click on the field, begin typing. This is an auto-fill field and you will be able to choose from the options that drop down. Use the scroll bar to find the section/subsection of the appropriate reference document that you wish to reference. You may choose multiple reference documents (ex. - 308.3 in the 2010 ADA Standards for Accessible Design Pocket Guide and 308.3 in the 2012 Florida Accessibility Code for Building Construction Pocket Guide).
Read: "Why enter ADA references?"
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'Keywords' - This field is also an auto-fill field and will begin to populate a drop-down menu as you type. Please select all applicable keywords. * You may not create your own keywords at this time. If you believe that we are missing a keyword that should be included, please contact us.
Read: "Why enter keywords?"
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Click the blue 'Save Clip' button at the bottom of your page. Your clip is now saved and the window presented is a preview of your clip. Make any changes necessary by clicking the blue 'Edit' button.
5. To add additional clips: As you build your document you will see the document tree above the title/name of the clip you are working or or just saved. Click back in the tree to 'View/Manage Sections'. You will now see the clips you have input and can add additional sections by clicking the blue 'Add Section' button. Repeat the process above.
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