Structured Marketing and Informational Content with Documents

Read more about documents to get a feel for how you might use them. Whenever you’re ready to make some of your own, you’ll find the process is quite similar to folder creation.

To get started, you’ll first need the requisite permissions for the Tree within your tenant (item access, creation, etc). Refer to our documentation on roles and permissions for more information.

Once you have the necessary access, open the Crystallize App and click the Catalogue button on the left side of the screen. From here, click either the Document button in the center of the screen or the Create+ button at the bottom. You can also bring up the command palette with CTRL+K or ⌘+K and type “Create Item,” then select the Document option.

Here, you’ll see all of the document shapes that have been defined within your tenant. Click on a shape to see all of its components, or use the Expand all shapes toggle to view all components for every shape.

Click on a shape to select it, type in a name for your document at the top of the screen, then hit Enter or click Create.

Adding content to a document is simply a matter of populating its components. These components come from your document shape and may contain placeholders for text, images, videos, properties tables, related items, and more. Hover your mouse over each component’s name to see the description that was specified for it (if any). Refer to our documentation on components if you need information about any specific component.

As you enter or edit information, all changes are automatically saved, but they won’t be made publicly available until you click the Publish or Publish changes button at the top of the screen. Each time you publish your document, Crystallize saves an archive of the previously published version. Refer to our archiving documentation for more information.

If you have one or more custom views set up for your tenant, you can access them via the Views dropdown at the top of the screen. Refer to our custom views documentation for more info.

If you’ve defined multiple languages within your tenant, there will be a translation of your document for each of these languages. You can switch between different translations using the Language drop-down at the top of the screen. Refer to our Configuring Languages page for more information.

It’s possible for a document to reside in multiple places throughout the catalogue via shortcuts. Documents can also be given aliases to make them easier to reference within URLs. To manage these additional paths, open the Views drop-down and select Paths. In addition to current paths and names, historical paths and names for the document are also displayed here.

You can (optionally) set up webhooks to subscribe to document-related events. In Crystallize, events are fired whenever documents are

• Created
• Updated
• Deleted
• Published
• Unpublished

You can set up a webhook, then come up with your own way of responding to events. For instance, you could set up an automatic notification for your subscribers of new articles when they’re published. For more information, read about defining webhooks here.

To delete a document, click the action button (...) at the top of the screen and choose Delete. Once a document is deleted, it’s gone for good, so proceed carefully.