documentSide PHP Document & Guide Manager

Introduction to DocumentSide

DocumentSide is a powerful PHP-based document and guide manager that allows you to create, manage, and share documents, guides, and knowledge bases within your organization. With DocumentSide, you can create a centralized repository of knowledge that can be accessed by multiple users, and also provide a structured way to organize and categorize your documents.

In this tutorial, we will provide a step-by-step guide on how to use DocumentSide to manage your documents and guides. We will cover the installation process, creating and managing documents, categories, and users, as well as advanced features such as document versioning, approval workflow, and document analytics.

Step 1: Installing DocumentSide

Before you can start using DocumentSide, you need to install it on your server. You can download the latest version of DocumentSide from the official website. Follow these steps to install DocumentSide:

1. Extract the downloaded archive to a directory on your server.
2. Create a new database for DocumentSide. You can use phpMyAdmin or another MySQL client to create a new database.
3. Open the install.php file in a web browser and follow the installation wizard to set up your database and configure DocumentSide.

Step 2: Creating Users and Roles

After installing DocumentSide, you need to create users and roles to manage access to your documents and guides. Follow these steps:

1. Log in to the DocumentSide dashboard as the administrator.
2. Click on the "Users" tab and click on the "Add User" button.
3. Enter the user's details, including name, email, and password.
4. Assign the user to a role by clicking on the "Assign Role" button.
5. DocumentSide comes with two default roles: "Admin" and "Editor". You can create custom roles by clicking on the "Create Role" button.

Step 3: Creating Categories and Subcategories

Categories and subcategories are used to organize and categorize your documents. Follow these steps:

1. Log in to the DocumentSide dashboard as the administrator.
2. Click on the "Categories" tab and click on the "Add Category" button.
3. Enter the category name and description.
4. Click on the "Add Subcategory" button to create subcategories under the category.
5. Repeat steps 3 and 4 to create multiple categories and subcategories.

Step 4: Creating and Managing Documents

Documents are the core content of DocumentSide. Follow these steps to create and manage documents:

1. Log in to the DocumentSide dashboard as the administrator or editor.
2. Click on the "Documents" tab and click on the "Add Document" button.
3. Enter the document title, summary, and content.
4. Assign the document to a category and subcategory by clicking on the "Assign Category" button.
5. Set the document's visibility by selecting "Public" or "Private".
6. Click on the "Save" button to save the document.

Step 5: Document Versioning and Approval Workflow

DocumentSide allows you to create multiple versions of a document and track changes. Follow these steps:

1. Log in to the DocumentSide dashboard as the administrator or editor.
2. Click on the "Documents" tab and select a document to edit.
3. Click on the "Versioning" tab and click on the "Create New Version" button.
4. Enter the version number and description.
5. Set the version as "Draft" or "Published".
6. Click on the "Save" button to save the new version.
7. To approve a document, click on the "Approval" tab and select the approver from the list of assigned roles.

Step 6: Document Analytics

DocumentSide provides analytics and insights to help you track the performance of your documents. Follow these steps:

1. Log in to the DocumentSide dashboard as the administrator.
2. Click on the "Analytics" tab and select a document to view analytics.
3. The analytics page provides insights on document views, downloads, and comments.

Conclusion

In this tutorial, we have covered the installation process, creating and managing users, categories, and documents, as well as advanced features such as document versioning, approval workflow, and document analytics. With DocumentSide, you can create a centralized repository of knowledge that can be accessed by multiple users, and also provide a structured way to organize and categorize your documents.