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Managing Documents

First Sign in

  • Sign in
  • Select the figure in the circle in the top right corner

  • Select "My Profile"

    Click on this box to view an image showing the location of these buttons

    change_password

  • Change your password

  • Click Save

Upload Documents

  • Navigate to the "Dashboard" (available on the menu on the left)

  • Drag and drop documents into the "Upload New Documents" section or select the Browse Files Button.

    Click on this box to view an image showing the location of these buttons

    Upload Documents

    • Wait for documents to upload
    • If you want to upload documents via email or ssh/ftp contact Christopher

What documents should be uploaded?

Currently we are asking organizations to focus on uploading their primary research products beginning with 2020. For most organizations that would be short-form research (generally 5 pages or less) or long-form research. However, if you have alternative research types, the database if bo

Categorizing Documents

  • Navigate to "Documents" (available on the menu on the left)
  • If you don't see your documents available, select Sort button (top right under the profile button) and select Added to see the most recently added documents (they should be the ones you just uploaded)

  • Select the Edit button (the pencil)

    Click on this box to view an image showing the location of these buttons

    Sort Documents

    • Update the document (as needed)

    Many of these values will attempt to auto-populate. It will probably get a lot of your initial documents wrong, but after it has had some time to learn your format, hopefully it should do better.

    • Update the Title
    • Ignore the Archive serial number
    • Update the Date Created field to the date the report was published
    • Change the Correspondent to the name of the publishing organization
    • Change the Document Type to the correct document type
    • Remove the "preliminary" tag to show that you have updated the document, and replace it with the applicable tags.
    • Click either Save or Save and next which would pull up the next document in the list.

    • Above the Title box are different tabs. You may like to update some of these different fields as well.

    • Click on this box to view an image showing the location of these buttons

      Document Tabs

      • The Content tab has a OCR rendered version of the text. You may want to look it over and remove lists of sponsors or correct problems with unique fonts (sometimes the titles)
      • The Notes tab allows you to add any additional commentary you like.
You can easily apply many of these updates to multiple documents from the Documents tab. Just select the documents you want to change and then alter the properties using the dropdowns Tags Correspondent or Document Type. Click this tab to view an image showing the location of these buttons.

Multiple Documents