Knowledge Base

Documents are the core elements of My Workspace. The document list is the fast-action area of My Folders. Use it to search for a file, preview it, download it, or open its full detail page. This lets you stay in context while moving from a folder-level view into a specific research object.

Each document can include:

• metadata
• version history
• sharing settings
• discussions (depending on context)

Use Create Document when you want your document to be more than a loose file. The wizard lets you attach metadata and references from the start. Depending on the route you choose, you may work from a GROBID-assisted path, a manual path, a multiple-upload path, or a DOI/metadata route.

To create a document:

• open a folder
• use the creation action
• upload or create content

Documents can represent:

• research drafts
• datasets
• working files
• materials for publication

Each document has a structured detail page.

Typical elements include:

• file preview or access
• metadata information
• version history
• actions (share, edit, delete)

The detail page is where the document stops behaving like a simple file and starts behaving like a managed research object. The detail page collects the Overview, Metadata, Documents, Discussions, References, version list, and public-link controls in one place.

HORTUS supports document versioning.

• track changes over time
• keep previous versions
• avoid data loss
• support collaborative editing

• update documents instead of duplicating
• keep meaningful version notes
• avoid unnecessary versions