Create

Introduction

Create Document Help

The Create Document page allows you to add a new document, news item, or related file to the PlayFinder system. Use this page to enter details such as the document title, keywords, status, and description. Depending on the type of document and its owner (Organization, Community, Facility, or Destination), you can also upload images or additional files.

Key Features

• Document Details: Enter the title, keywords, status, sort order, and a detailed description for your document.
• News Items: If you are creating a news item, you can specify the posting and expiration dates.
• File Uploads: Use the provided buttons to upload images or documents relevant to the selected owner type.
• Rich Text Editing: The description field supports rich text formatting for better content presentation.
• Validation: The form includes validation to help ensure all required information is provided.

Actions

• Save: Click the Save button to add your document to the system.
• Cancel: Click Cancel to return to the previous page without saving.

For further assistance, click the help button at the top of the page.

User Actions

Here is a description of all the actions, buttons, and interactive elements a user can use on this page:

Help Button

• Help Button: At the top of the page, there is a help button. Clicking this button provides guidance or information about how to use the page or complete the form.

Quick Access Buttons

Depending on the type of owner (Organization, Community, Facility, or Destination), you will see two buttons:

• Images: Clicking this button opens a new tab or window where you can upload image files related to the selected owner.
• Documents: Clicking this button opens a new tab or window where you can upload document files related to the selected owner.

Document Creation Form

The main part of the page is a form for creating a new document. Here are the interactive elements:

• Title Field: Enter the title for your document. This is a single-line text box.
• Key Words Field: Enter keywords that describe your document. This is a single-line text box.
• Document Status Dropdown: Select the status of your document from a list of options (such as Draft, Published, etc.).
• Sort Order Field: Enter a number to determine the order in which this document appears relative to others.
• Document Details Field: Enter detailed information about your document. This is a multi-line text area with formatting options (such as bold, italics, lists, tables, images, and more) provided by a rich text editor.

Additional Fields for News Item Documents

If the document type is "News Item," you will see two additional fields:

• Date Posted Field: Select or enter the date when the news item should be posted.
• Date Expires Field: Select or enter the date when the news item should expire or be removed.

Footer Buttons

At the bottom of the page, you will find two buttons:

• Save: Click this button to submit the form and save the new document. If there are any errors or missing information, you will be notified.
• Cancel: Click this button to cancel the document creation process and return to the previous page or a designated return page.

Validation Messages

• Next to each field, if you enter invalid information or leave required fields empty, you will see error messages in red text to help you correct any issues before submitting.

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Summary:
On this page, you can get help, upload images or documents for a specific owner, fill out a form to create a new document (with fields

Dropdown Menus

On this page, you will see the following dropdown menu:

Document Status Dropdown

• Purpose:
  This dropdown allows you to select the current status of the document you are creating or editing. It helps indicate whether the document is active, inactive, draft, or in another state.

• Options Provided:
  The options in this dropdown are based on the available statuses for documents. Common choices may include:

  • Active
  • Inactive
  • Draft
  • Archived

  (The exact options may vary depending on your organization's setup, but you will see a list of statuses to choose from.)

How to Use:
Click on the dropdown menu next to "Document Status" and select the status that best fits your document. This helps others understand the document's availability and purpose.

There are no other visible dropdown menus on this page. All other fields are either text boxes, text areas, or buttons.

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Need More Help?

For further assistance, please contact support@playfinder.ca or refer to the help section on the main website.

Last Updated: 2026-01-01