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From a simple blogging platform, WordPress has evolved into a powerful CMS tool that people are using in their own unique ways. Previously, we showed you how to do collaborative editing in WordPress. In this article we will show you how to use WordPress as a document management system. The goal is to use WordPress as a collaboration platform, allowing teams to work on documents at the same time and handling file management, workflow, and file hosting.
WordPress已从一个简单的博客平台演变成一个功能强大的CMS工具,人们以自己独特的方式使用它。 之前,我们向您展示了如何在WordPress中进行协作编辑 。 在本文中,我们将向您展示如何将WordPress用作文档管理系统。 目标是使用WordPress作为协作平台,使团队可以同时处理文档并处理文件管理,工作流和文件托管。
影片教学 (Video Tutorial)
If you don’t like the video or need more instructions, then continue reading.
如果您不喜欢该视频或需要更多说明,请继续阅读。
设置您的文件管理系统 (Setting up your Document Management System)
First thing you need to do is to install and activate WP Document Revisions plugin. Once activaed, the plugin will add a “Documents” menu item in your WordPress admin sidebar. Clicking on it will take you to Documents page.
您需要做的第一件事是安装并激活WP Document Revisions插件。 激活后,该插件将在您的WordPress管理侧边栏中添加“文档”菜单项。 单击它会将您带到“文档”页面。
![WordPress Document Revisions List View WordPress Document Revisions List View](https://i-blog.csdnimg.cn/blog_migrate/617ffa604377a0dce97058a1ac2b4edb.png)
处理文件 (Working with Documents)
To add a new document click on “Add Document”. This will take you to Add New Document page where you can give this document a title and upload it to WordPress. You can also choose a workflow state from the Workflow State drop down menu. By default you have initial draft, in progress, final and under review states. You can assign the ownership of the document to any other user in your WordPress. The default publish status of a new document is “Privately Published”, which means that the document is available for other users in your system. You can also make a document password protected or make it publicly available on the front end of your website.
要添加新文档,请单击“添加文档”。 这将带您进入“ 添加新文档”页面,您可以在其中为该文档命名并上传到WordPress。 您还可以从“ 工作流程状态”下拉菜单中选择一个工作流程状态。 默认情况下,您具有初始草稿,进行中,最终和审核状态。 您可以将文档的所有权分配给WordPress中的任何其他用户。 新文档的默认发布状态为“私下发布”,这意味着该文档可供系统中的其他用户使用。 您还可以将文档密码设置为受保护或在网站的前端公开使用。
![Adding a new document to the document management system Adding a new document to the document management system](https://i-blog.csdnimg.cn/blog_migrate/1b74888118886ac375afc6d17c3661f1.png)
WP Document Revisions allows users to check out a document. The document management system locks down a document that has been checked out. If another user tries to edit the same document they will see a notification that another user is currently working on the document, and they have locked it. However, if the second user has the privileges they can override the lock.
WP文档修订版允许用户签出文档。 文档管理系统锁定已签出的文档。 如果另一个用户尝试编辑同一文档,他们将看到另一个用户当前正在处理该文档的通知,并且他们已将其锁定。 但是,如果第二个用户拥有特权,则他们可以覆盖该锁定。
WP文档修订中的用户角色管理 (User Role Management in WP Document Revisions)
WP Document Revisions take advantage of your existing WordPress user management. The capabilities of users in the document management system are similar to the capabilities of users in WordPress as a blog.
WP文档修订版可利用您现有的WordPress用户管理。 文档管理系统中用户的功能类似于WordPress中博客用户的功能。
Contributors can create new documents, but they cant upload documents. Contributors can also download published documents. However, they can not view privately published documents created by other users.
贡献者可以创建新文档,但不能上传文档。 贡献者还可以下载已发布的文档。 但是,他们无法查看其他用户创建的私下发布的文档。
Authors can create and upload new documents. They can also download publicly published documents and edit their own documents.
作者可以创建和上传新文档。 他们还可以下载公开发布的文档并编辑自己的文档。
Editors can work on all documents, delete documents and manage workflow. They can not add new users to the system.
编辑者可以处理所有文档,删除文档并管理工作流程。 他们无法将新用户添加到系统。
Administrators can perform all tasks and they can also add new users to the document maanagement system.
管理员可以执行所有任务,还可以将新用户添加到文档管理系统中。
文件工作流程状态 (Document Workflow States)
By default you have Initial Draft, in progress, final and under review workflow states. Go to Documents » Workflow States to create new workflow states or edit the existing states. WP document revisions also works well with Edit Flow.
默认情况下,您具有“初稿”,“进行中”,“最终”和“正在审核”工作流状态。 转到文档»工作流状态以创建新的工作流状态或编辑现有状态。 WP文档修订版也可以与Edit Flow一起很好地工作。
![Managing document workflow states Managing document workflow states](https://i-blog.csdnimg.cn/blog_migrate/35ae236f9d268716f17b6e0ae1fffd1d.png)
WordPress as the platform and WP Document Revisions as your document management system provides an open source alternative to costly collaboration tools. Let us now what you think about using WordPress as a document management system?
以WordPress为平台,以WP文档修订为文档管理系统,为昂贵的协作工具提供了开源替代方案。 现在让我们对使用WordPress作为文档管理系统有何想法?
翻译自: https://www.wpbeginner.com/plugins/how-to-use-wordpress-for-document-management-or-file-management/
wordpress最大文件