Attached Documents

You can attach documents to your guides either as the primary content for the guide itself or as reference materials for users to access as they move through the process.

To ensure complete content control, attached documents fall under the privacy and document control settings for the parent guide. For example, if a PDF is uploaded to a guide that is Private, that PDF is only accessible to the users who have access to the guide on which it is attached. The PDF will not appear in search results.

Attached documents appear at the end of the guide, just after the Conclusion section.

The File Type Whitelist allows you to cherry-pick exactly which filetypes you wish to allow or block on your Dozuki site, providing a strong balance of flexibility and security.

Navigate to Configuration > Security on the Management Console, then scroll down to Supported Files.

How to Attach a PDF Document to a Guide

In addition to (or instead of) the guide steps, you can choose to feature a PDF as the guide content. Featuring a PDF embeds that PDF just below the introduction of a guide. This allows users to scroll through the PDF document right within the guide.

How to Feature a PDF on a Guide

Note: Custom Guide PDF CSS is its own section in the Management Console, and thus, this code will only apply when entered in that field.

Use this code to hide the step numbers and only display step titles.

Note: To hide, change display specification to none.

• To reapply Step Numbers change display specification to value.

Before

After

Code

/* Hiding Step Numbers from displaying in PDFs */
span.stepValue {
display: none;
}

If you set Custom Bullet Icons for your site, and you want your PDFs to match using the same icon unicode and color codes.

'Before

After

Code

/* Custom Caution bullet icon in PDF */
.ico-step-icon-caution:before {
   content: "\f05e ";
}

/* Custom Note bullet icon in PDF */
.ico-step-icon-note:before {
   content: "\f1b8 ";
   color: #27AE60;

}

/* Custom Reminder bullet icon in PDF*/
.ico-step-icon-reminder:before {
   content: "\f14a";
}

Note: You change the icon color by inserting a line of code for color and using the same hex color code for the color of you choose for guide pages:

Code

/*Custom Reminder Bullet Icon & Color - Green*/
.ico-step-icon-reminder:before {
   content: "\f14a";
   color: #27AE60;
}

If a step does not have an image loaded, a placeholder will appear on the PDF, use this code to remove this placeholder.

/* Removes Image placeholder in PDFs*/
.stepImages .noImage {
    display: none;
}

To customize left-footer text on the PDF modify the content line of the code below to reflect what should be displayed.

In this example it will read - Uncontrolled If Printed.

Before

After

Code

td.copyright:after {
    content: " - Uncontrolled If Printed";
}

To customize the center footer text modify the content line of the following code:

In this example it will read CONFIDENTIAL.

Code

.
site-url:before {   
    content: "CONFIDENTIAL";
}

To hide the Site URL from the PDF Footer use the following code.

Before

After

Code

td.site-url {
    display: none;
}

To draw more attention in a PDF to text that has been set as Bold or Italics, use the following code.

Preview

Code

.step-lines strong em {
    background-color: #FFFF00
}

You can update the file names of your documents as well as upload new versions of documents, so be sure that your documents stay up to date.

How to Edit an Attached Document