Other document actions
Taking a document offline
A document can be unpublished by opening it in the Document Viewer and selecting Take Offline ... from the Publication menu. If the document is referred to from other published documents, the CMS displays a warning, allowing you to first remove or redirect these references. Ignoring this warning will turn all references into dead links. Click Take offline to confirm taking the document offline.
Moving a document
In order to move an existing document into a different parent folder, make sure the document is offline (see above). Open it in the Document Viewer and click on the Document button in the menu bar. Select Move ... to open the Move dialogue box; select the target parent folder and click OK.
Renaming a document
In order to rename an existing document, make sure the document is offline (see above). Open it in the Document Viewer and click on the Document button in the menu bar. Select Rename ... to open the Rename dialogue box, enter the new name and, optionally, the new URL name, and click OK.
Deleting a document
A document can only be deleted from the CMS if it is offline (see above). A document can be deleted by clicking on the Document button in the Document Viewer's menu bar. Select Delete ... to open the Delete dialogue box. If there are still documents referring to the document you're about to delete, the CMS will warn you. Make sure you remove or redirect these references before deleting the document. Click Delete to confirm the deletion of the document.
Closing a document or multiple documents
You can close a document by clicking on the cross on the tab of the document. You can also right click on the tab to close multiple documents at once.
Navigating between Experience manager (preview) and document editor
Once you have opened a document, you can use the View menu to preview what the document looks like on the website. To quickly navigate back to the document, click on the tab of the document.
Adding/removing a document to/from a project
If you are using the Projects feature, you can add a document to a project or remove it from a project.
Switching between the Core version and a Project version of a document
If a document is part of a project, you can switch between the core version of the document and the project version of the document. This allows you to edit and publish the core version of a document while a different version of the same document is being prepared within the context of a project.