Creating and updating pages
How to create, edit and tag content in Whitehall publisher.
Before you create or edit content, you need to read the style guide and understand:
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Select the 鈥楴ew document鈥� tab in Whitehall publisher.
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Select the document type you want to create and click the 鈥楴ext鈥� button.
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If the document has a number of sub-types (for example, publications, news articles, guidance and speeches), select the relevant one from the dropdown menu at the top of the page.
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Complete the 鈥楾itle鈥� field using a maximum of 65 characters. Titles must be unique and cannot be changed once published. Titles do not need a full stop. When you save your document this will become its 鈥榮lug鈥�, which users will see as the last section of the page URL.
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Complete the 鈥楽ummary鈥� field using a maximum of 160 characters. This must be written as a complete sentence with a full stop.
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Complete the 鈥楤ody鈥� section using Markdown to format things like headings, bullets and links. You can paste formatted text from a document into the 鈥楤ody鈥� section and it鈥檒l be converted into Markdown. Common Markdown commands are also listed on the right-hand side of the page.
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Below the 鈥楤ody鈥� section, there are different fields you can fill in depending on the content type you鈥檙e creating. For example, you鈥檒l usually need to add associations.
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Before you save, you can also set a review date and limit access to the draft document. You can also schedule publication of the document for a specific date and time.
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Save your document by either clicking 鈥楽ave鈥� (which keeps you on the edit document page) or 鈥楽ave and go to document summary鈥� (where you can add topic taxonomy tags).
Once a document has been saved, you can add attachments.
If you do not want to save your document, click the 鈥榗ancel鈥� link at the bottom of the page. This will delete your draft and there will be no record of your document in Whitehall publisher.
You can set an optional review date if you need to maintain your content over time. On the date of review, you鈥檒l be sent an email notification to check the content. You can then update the content or set a new review date.
Limit access
You can limit access to documents so that they can only be edited and published by editors in the department it鈥檚 tagged to. Once published it can be accessed by all editors.
Only limit access if the information is confidential.
You cannot sync limited access documents between the Production and Integration environments.
You can preview the body copy of your document in several ways.
Preview toggle
For quick checks, like seeing if your Markdown is correct, you can use the preview toggle.
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Click 鈥楶review鈥� at the top of your 鈥楤ody鈥� text box. This will show you how your text will look when published.
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Review your content and formatting.
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Click 鈥楤ack to edit鈥� to return to your work.
The toggle button just shows you how text has been formatted. It does not save your work.
Preview entire document
You also can check how a document will appear when published on 188体育. You can either:
- save your document by clicking the 鈥楽ave鈥� button and selecting the 鈥楶review on website鈥� link
- save your document by clicking the 鈥楽ave and go to document summary鈥� button and selecting the 鈥楶review on website鈥� link
Previews for stakeholders or policy teams
There are two ways to share previews of documents with people who do not have access to Whitehall publisher. You can either:
- send the document preview link to someone so they can see how it will appear on 188体育
- use fact check to share the document and get comments
Using document preview links
Document preview links are available for:
- news articles
- speeches
- case studies
- detailed guides
- publications
- consultations
- document collections
- statistical datasets
- corporate information pages
To get a document preview link:
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Save your document by clicking the 鈥楽ave and go to document summary鈥� button (not the 鈥楽ave鈥� button).
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Under the 鈥楶review鈥� heading, click the 鈥楽hare document preview鈥� dropdown.
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Click 鈥楥opy link鈥� to copy the link.
You鈥檙e responsible for who you share draft documents with. The preview link will only work for the page you鈥檙e previewing.
The preview link will expire after 30 days or when the document is published. Whitehall publisher will say when the link will expire.
You can reset and generate a new preview link if you鈥檝e shared the link with the wrong person or the link has expired. The previous preview link will be disabled. To do this:
- Select 鈥楪enerate new link鈥� - you鈥檒l get a confirmation saying a new link has been generated
- Select 鈥楥opy link鈥� to copy and get your new preview link.
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Select the 鈥楧ocuments鈥� tab and search for the document you want to edit. Click 鈥榁iew鈥� next to the document title to go to the edition summary page.
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Click 鈥楥reate new edition鈥� to start a new draft version of your document for editing.
If a draft has already been created, select the 鈥楪o to draft鈥� link in the sidebar on the edition summary page and select 鈥楨dit draft鈥� in the sidebar.
When a document is being edited, there鈥檒l be 2 versions of it in Whitehall publisher - the live page and the new draft version.
The new draft version will overwrite the live page when it鈥檚 published.
Change notes
When you edit or change a page, you can tell users the page has changed by adding a change note. The note is viewable on the page (by selecting 鈥榮ee all updates鈥� or 鈥榝ull page history鈥�) and it鈥檚 emailed to people subscribed to email updates for your content. Do not do this for minor changes like typos, broken links or style corrections.
Find out more about writing change notes.
Internal notes
Add a note so other editors can see who requested the change and why.
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Under the 鈥楬istory鈥� tab, select 鈥楢dd internal note鈥�.
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Complete the 鈥業nternal note鈥� field and select 鈥楽ubmit internal note鈥�.
These notes will only be seen internally (by anyone with access to Whitehall publisher).
You need to format certain documents before publishing them as attachments on 188体育.
Formatting CSV files for preview
Comma-separated values (CSV) files can be previewed on 188体育 if you format them correctly. The preview will show the first 1,000 rows and 50 columns.
The CSV file should:
- be tabular
- have a maximum of one heading row or no header row
- have no unnecessary blank lines or empty rows
- be exported as a .csv with UTF-8 encoding
Select 鈥榲iew online鈥� to see a good example of a CSV file in preview.
Creating OpenDocument forms with simple formatting
To build a form or a document which needs to be edited, you need to publish it in .odt.
If you have access to proprietary software, such as Microsoft Office, use it to create your source document then convert to an OpenDocument (.odt).
Creating a form using .odt format has limits. You will not be able to add graphics or complicated steps in your form. If your form is complex, you could build it as a service instead.
Give users clear instructions
You can include simple instructions in your form. Clear labels on form fields will help the user follow instructions. The simpler you can make your form, the fewer instructions you鈥檒l need.
If your form requires a lot of instructions, create them in a separate HTML publication. In Whitehall, you can do this with the publication document type.
Avoid certain elements
It is best to remove as much formatting as possible in an .odt form.
The .odt format does not have radio buttons. Use tick boxes instead.
A table with multiple columns can be difficult to navigate in any format. When a user is zoomed in, it鈥檚 often difficult to see if you have a 鈥榯wo question, two answer column鈥� format. Build your forms in a normal reading layout, with one column for questions on the left and one for answers on the right to avoid this problem.
You should not use nested tick boxes because they can create access problems for screen reading software. Make your tick boxes into a list or redesign the question to avoid this problem.
Do not use macros
Macros are sets of actions in a document or spreadsheet that can be automated and repeated.
You should not use macros in attachments because there are:
- security issues with macros
- accessibility issues with macros - an attachment containing a macro cannot be saved as an .odt file
Read guidance about .
Make lists manually
You should add the numbers manually in a list as automatic listing will add more numbers as users add their answers. You can stop your editing software from creating automatic lists by clearing formatting, and then typing in the number you need.
Example of an OpenDocument form
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You need to save your page before adding any attachments. You can then add them individually or bulk-upload a zip file containing multiple files.
You must upload any attachments in an open standards format. For example:
- .odt (OpenDocument Text) for text documents
- .ods (OpenDocument Spreadsheet) for spreadsheets
- .odp (OpenDocument Presentation) for presentation slides
- .csv (Comma-separated values) for datasets designed to be machine-readable
- .pdf (Portable document format) saved as PDF/A for fixed layout documents
You must publish an accessible version alongside a PDF - either HTML or OpenDocument.
Most publishing software will allow you to select an open format from the Save As or Download menu.
Do not use closed formats like .docx or .xlsx.
It鈥檚 possible to upload these file types:
- .chm
- .csv
- .diff
- .doc
- .docx
- .dot
- .dxf
- .eps
- .gif
- .gml
- .ics
- .jpg
- .kml
- .odp
- .ods
- .odt
- .png
- .ppt
- .pptx
- .ps
- .rdf
- .ris
- .rtf
- .sch
- .txt
- .vcf
- .wsdl
- .xls
- .xlsm
- .xlsx
- .xlt
- .xml
- .xsd
- .xslt
- .zip
Attachment file names
Give all files you upload a meaningful file name. Do not use vague file names, for example, v62.pdf or application-form.pdf.
A good file name will make sense to the user if they find it in their download folder. It also makes it easier to analyse data in Google Analytics.
The file name must:
- be written entirely in lowercase
- use hyphens or underscores instead of spaces
- make sense out of context, for example, v62-application-vehicle-registration-certificate.pdf
The file name must not include:
- a version number, 鈥榙raft鈥�, 鈥榗lean鈥� or 鈥榝inal鈥�, unless those words are part of the document title
- a date, unless the date is part of the document title, for example, a business plan for 2016 to 2017
Adding a file attachment
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On a saved document, go to the 鈥楢ttachments鈥� tab by either selecting 鈥楨dit draft鈥�, or selecting 鈥楢dd attachments鈥� or 鈥楳odify attachments鈥� on the edition summary page.
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Click on 鈥楿pload new file attachment鈥�.
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Fill in the title. If you鈥檙e adding a document or publication, use its official title.
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Fill in the rest of the fields, if relevant. These 鈥榤etadata鈥� fields are searchable and may help users find your document (for example, reference numbers for Freedom of Information requests).
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Click the 鈥楥hoose file鈥� button to find and select your attachment.
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Leave the 鈥楢ttachment is accessible鈥� box unticked. Even if your attachment is accessible, a user may need it in a different format like easy read.
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Upload additional documents by repeating this process.
Bulk upload attachments
To upload files in bulk, you need a Zip file containing all the documents you want to attach.
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On a saved document, go to the 鈥楢ttachments鈥� tab by either selecting 鈥楨dit draft鈥�, or selecting 鈥楢dd attachments鈥� or 鈥楳odify attachments鈥� on the edition summary page.
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Click on 鈥楤ulk upload from Zip file鈥�.
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Click the 鈥楥hoose file鈥� button to find and select your Zip file.
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Fill in the titles for all uploaded files. If you鈥檙e adding a documents or publications, use their official titles.
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Fill in the rest of the fields, if relevant. These 鈥榤etadata鈥� fields are searchable and may help users find your documents (for example, reference numbers for FOI requests).
The bulk uploader can also be used to quickly overwrite previous versions of files. If doing this, make sure your new files have the same filenames as your old ones.
Adding an external publication
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On a saved document, go to the 鈥楢ttachments鈥� tab by either selecting 鈥楨dit draft鈥�, or selecting 鈥楢dd attachments鈥� or 鈥楳odify attachments鈥� on the edition summary page.
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Select the 鈥楢dd new external attachment鈥� option.
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Enter the attachment title and URL.
Order and position attachments
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On a saved document, go to the 鈥楢ttachments鈥� tab by either selecting 鈥楨dit draft鈥�, or selecting 鈥楢dd attachments鈥� or 鈥楳odify attachments鈥� on the edition summary page.
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Click 鈥楻eorder attachments鈥� under the 鈥楢ttachments鈥� heading.
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Use the up and down buttons to reorder attachments, or select and hold on an attachment to reorder using drag and drop.
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Select 鈥楿pdate order鈥� at the bottom of the page.
Publications and consultations
Attachments will automatically appear below the summary and above the body copy. They cannot be positioned within the body copy itself.
News stories, corporate groups, groups
Attachments can be positioned anywhere in the text using Markdown for attachments. You can re-position them by moving this Markdown code.
You can replace and edit published attachments. Go to the 鈥楢ttachments鈥� tab by either:
- selecting 鈥楨dit draft鈥� from the edition summary page
- selecting 鈥楳odify attachments鈥� under the 鈥楢ttachments鈥� header on the edition summary page
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From the 鈥楢ttachments鈥� tab, select 鈥楨dit attachment鈥� under the attachment you want to change.
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Upload a new file and it will overwrite the old file at the same URL location. The Markdown for this file will stay the same so does not need to be changed.
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Edit the title or other metadata, if necessary.
You can also delete published documents.
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From the 鈥楢ttachments鈥� tab, select 鈥楧elete attachment鈥� under the attachment you want to delete.
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Confirm you want to delete the file. The file will be deleted immediately (no need for further saving).
An HTML publication is an attachment on a publication. It cannot be created directly from the 鈥楥reate a document鈥� button.
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Once you have created and saved a publication page, select the 鈥楢ttachments鈥� tab and click on 鈥楢dd new HTML attachment鈥�.
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Complete the necessary fields and use Markdown in the 鈥楤ody鈥� field. The content in the 鈥楤ody鈥� field will look like a web page.
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Click 鈥楽ave鈥�.
You鈥檒l need to tag content to the topic taxonomy when creating or editing a document. When you tag a content item to the topic taxonomy, it will appear on a topic page automatically. See an example of a topic page.
How to choose topic tags
Choose topic tags:
- based only on what the content is about
- from anywhere in the topic 鈥榯ree鈥�, not just the areas that your department uses the most
Try to choose the most low-level topics you can.
Tag your content to as many topics as are relevant - there鈥檚 no limit to the number of tags you can choose.
If your content is guidance related to the end of the transition period with the EU, add a tag to 鈥榯ransition period鈥�.
If there鈥檚 no topic that describes what your content is about, you can suggest a new topic or a change to a topic.
How to tag content
To add tags to content:
- Go to the edition summary page of the document you want to tag.
- Select 鈥楢dd tags鈥� under the 鈥楾opic taxonomy tags鈥� heading.
- Select the boxes next to each topic that applies. The arrows next to each topic will expand the topic out, showing all sub-topics in that topic 鈥榯ree鈥�.聽
- Click 鈥楽ave鈥�.
Topics the document is currently tagged to are listed:
- in the box with the heading 鈥楾opic taxonomy tags鈥� on the edition summary page
- under the 鈥楽elected topics鈥� heading on the 鈥楾opic taxonomy tags鈥� page
To remove a tag, go to 鈥楽elected topics鈥� and click 鈥楻emove topic鈥� next to the one you want to remove.
Adding relevant tags to your document helps users find the 188体育 content they鈥檙e interested in.
Mandatory tags
Depending on what type of document you鈥檙e creating, it may be mandatory to add some other tags. For example, you must add:
- at least one lead organisation (add other organisations if they share responsibility for the document)
- a speaker (for speeches)
- the nations that the document applies to (for publications, detailed guides, consultations and calls for evidence)
Optional tags
You can add other tags, including:
- ministers (only if there鈥檚 direct involvement from the minister - for example, it鈥檚 a press release about a ministerial visit, or it鈥檚 a publication and the minister wrote the foreword)
- topical events
- world locations (FCDO only)
You can add contact details to a document using your organisation鈥檚 contact directory.
All frequently used email addresses should be in the contact directory. If you need to add contact details that are not in the directory, you鈥檒l need to create a new contact.
Add a directory contact
- Go to 鈥楳ore鈥� at the top of Whitehall publisher and then click 鈥極rganisations鈥�.
- Find the organisation who owns the contact and click 鈥榁iew鈥� next to their name.
- Go to the 鈥楥ontacts鈥� tab and copy the Markdown code under the relevant contact.
- Paste the Markdown code into your document. Preview your document to double-check it鈥檚 the contact you wanted.
You can also add a contact by using the Markdown for addresses.
There鈥檚 content on 188体育 to do with the government鈥檚 process of policy formation. It鈥檚 useful for users to understand the context of this content, which includes whether a previous government was in place when it was published.
For this content, users will see a message telling them the content is from a previous government.
We call this 鈥榟istory mode鈥�. You can see an example of how this looks.
Content from previous governments will appear less prominently in internal search results unless it鈥檚 clear that鈥檚 what the user is looking for. This is because users most often want information from the current government.
This allows users to find out what a government said and did, even if there鈥檚 a change of government.
What content gets history mode
188体育 only displays the message on relevant formats where the 鈥榝irst published鈥� date is from a previous government.
It displays the message if either:
- the content type and any organisations tagged are mostly associated with government policy
- you associated it with a minister when you first published it
History mode displays on the following content types:
- consultations
- calls for evidence
- corporate or annual reports
- government responses
- impact assessments
- news stories
- policy papers
- press releases
- speeches
You can also put history mode on collections but in most cases this needs to be done manually.
History mode will appear on some other content types if you鈥檝e associated them with a minister. For this to happen, you need to associate them with a minister when you first publish the content. It applies to the following:
- case studies
- correspondence
- decision
- forms
- FOI releases
- guidance
- independent reports
- international treaties
- maps
- notices
- promotional material
- regulations
- statutory guidance
- transparency data
What content does not get history mode
History mode does not appear on:
- accredited official statistics
- detailed guides
- fatality notices
- manuals
- official statistics
- services and information (鈥榤ainstream鈥�) content
If you want history mode changed or turned off
You can contact GDS.
GDS can change the 鈥榓ssociated government鈥� of content in history mode, if the content was actually first published under a different government.
GDS can also turn off history mode if you need to:
- fix an error like a broken link or a typo - they will turn history mode back on when you鈥檙e done
- add a response to a consultation or a call for evidence - if it鈥檚 a response from a new government, history mode can be kept off
GDS will not turn off history mode if you only want to update the content to keep it current.
If you have content in history mode that鈥檚 still current, consider if it should be in a different content type that will not go into history mode.聽
For example, if it has current guidance for users, consider the 鈥榙etailed guide鈥�, 鈥榩ublication: guidance鈥� and 鈥榩ublication: statutory guidance鈥� content types. You could then either:
- create a brand new version of some or all of the content, with a clear explanation that it鈥檚 an updated version of the content in history mode, and ask GDS to withdraw the content in history mode
- ask GDS to change the existing content into the new content type, if you chose the wrong content type initially
If you need to add new attachments to content in history mode, consider creating a new 鈥榙ocument collection鈥�. You could then create separate publications for the new attachments and group the old and new content together in the document collection.
GDS can also remove an associated minister, if they should not be associated and that鈥檚 what is putting the content into history mode.
See all content that has history mode
Export a .CSV file of the content you want to check. It will have a column saying if the content has history mode applied.
Some document types (for example, policy papers, news, speeches, consultations, publications) can be scheduled for future publication.
When you have created your document:
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Click the 鈥楽chedule for publication鈥� checkbox - the date and time controls will appear.
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Set the date and time for the page to go live, then save the page.
Your content will only go live as scheduled if:
- it鈥檚 force scheduled, this should only be used in emergencies
- a colleague second eyes (2i) the document more than 30 minutes before publication
Some document types cannot be scheduled (for example, people, roles, groups, topical events).
Unscheduling
Once content has been scheduled to publish, you can unschedule it in order to make changes, including when it is scheduled to go live. You鈥檒l need to press the 鈥楽chedule鈥� button again after saving your changes.
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On the 鈥榥ew document鈥� menu, select 鈥榙ocument collection鈥�.
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Write the title and summary in a way that will explain the reason for the collection to a user who sees it in search results.
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Write a sentence or 2 in the 鈥楤ody鈥� section to introduce the list of documents. Do not repeat the summary.
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Add relevant associations.
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Select 鈥楽ave鈥�.
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Select the 鈥楥ollections鈥� tab. This is where you add documents.
Add content items to a collection
You can add a document by either the title or the full URL of the document.聽
To add a document by the title:
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Select 鈥榁iew鈥� next to the collection you want to add a document.聽
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Select 鈥楢dd document鈥�.聽
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Select 鈥楤y title鈥�.
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Enter a full or partial title of the document.聽
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Either select the 鈥楨nter鈥� button on your keyboard or select the magnifying glass.聽
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You can select 鈥榁iew鈥� to check the document or select 鈥楢dd鈥� to add the document to the group.聽
To add a document by the URL:
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Select 鈥榁iew鈥� next to the collection you want to add a document.聽
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Select 鈥楢dd document鈥�.聽
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Select 鈥楤y URL鈥�.
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Enter the full URL of the page.
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Select 鈥楢dd鈥�.
Re-order documents
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From the document collection tab, select 鈥楻eorder document鈥�.聽
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Use the 鈥楿p鈥� and 鈥楧own鈥� buttons to reorder one place or select and drag the button to move it up or down multiple places.聽
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Select 鈥楽ave鈥�.
How to group and edit document collections
You can organise content by listing them under different subheadings, or 鈥榗ollections鈥�.
The default name of the first collection group is 鈥楥ollection鈥�. To change the name:
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Go to the 鈥楥ollections鈥� tab.
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Select 鈥榁iew鈥�.聽
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Select the 鈥楪roup details鈥� tab.聽
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Select the 鈥楨dit鈥� link.聽
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Enter the new name in the name field.聽
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You can enter a description of this group in the 鈥楧escription鈥� field.
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Select 鈥楽ave鈥�.聽
To add a new collection group
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Select 鈥楢dd group鈥�.
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Enter the name of the new collection in the 鈥楴ame鈥� field.
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You can add a description of the collection in the 鈥楧escription鈥� field.聽
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Select 鈥楽ave鈥�.聽
To reorder collection groups
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Select 鈥楻eorder group鈥�.聽
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To move one place, select the 鈥楿p鈥� or 鈥楧own鈥� button. To move multiple places, select the button and drag it to its new position.聽
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Select 鈥楽ave鈥�.
Add topic taxonomy tags
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Select the 鈥楧ocument鈥� tab.
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Select 鈥楽ave and go to document summary page鈥�.
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Select 鈥楢dd tags鈥� under 鈥楾opic taxonomy tags鈥�.
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Select the relevant tags. You can either search or select to expand its subtopics.聽
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Select 鈥楽ave鈥�.
Preview a collection
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From the 鈥楧ocument collections鈥� page, select the 鈥楧ocument鈥� tab.聽
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Select 鈥楽ave and go to document summary鈥�.
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Select the 鈥楶review on website (opens in new tab)鈥� link.This will show you how the collection will appear when published on 188体育.
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If you need to share the preview with someone who does not have access to Signon, use the 鈥楽hare document preview鈥� link.
Withdrawn content items in a collection
When you withdraw a content item, it will disappear from any document collections it鈥檚 in. If this leaves you with an empty collection page, you鈥檒l need to assess if any remaining content in the summary or body text needs adding elsewhere, and then unpublish the page.
The explains the different types of official document (also known as 鈥榩arliamentary papers鈥�), such as command, House of Commons, and unnumbered act papers.
Official documents on 188体育 appear in the official documents search tool. If your document does not appear in the search, you need to edit it and publish it with all the correct fields as explained below.
You can read guidance on how to write and format official documents before you publish them.
Publish an official document
Before you start, you should create different versions of the document, including:
- an HTML version
- web and print PDF versions 鈥� The National Archives has advice on producing 鈥榳eb-optimised鈥� and 鈥榩rint-ready鈥� PDFs in its
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Choose the publication type for the document you鈥檙e publishing 鈥� for example, a policy paper or an annual report.
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Complete the necessary fields.
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Select 鈥楽ave鈥�.
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Select the attachments tab, then upload the different versions. List the web PDF and HTML versions first. To upload each version:
- choose 鈥楿pload new file attachment鈥� or 鈥楢dd new HTML attachment鈥�
- fill in the title field with the name of the document
- if it鈥檚 a print PDF, add 鈥�(print-ready PDF)鈥� after the title
Then fill in the rest of the fields according to the type of official document it is.
Command papers
Fill in these fields:
- ISBN
- Unique reference - the departmental unique reference number (URN), if the document has been given one
- Command paper number - write 鈥楥P鈥� followed by the number found on the title page of the document, for example 鈥楥P 57鈥�
If there鈥檚 no command paper number, tick the box labelled 鈥楿nnumbered鈥�.
House of Commons papers
Fill in these fields:
- ISBN
- Unique reference - the departmental unique reference number (URN), if the document has been given one
- House of Commons paper number - write the number found on the title page of the document, but do not include 鈥楬C鈥� as this will be added automatically
- Parliamentary session - select the correct session from the drop down menu, if you鈥檙e not sure which session it is you can
Unnumbered act papers
Fill in these fields:
- ISBN
- Unique reference - the departmental unique reference number (URN), if the document has been given one
- House of Commons paper number - leave the field blank and tick the box labelled 鈥楿nnumbered鈥�
Upload your attachment if you鈥檙e adding a PDF, otherwise add your markdown to the 鈥楤ody鈥� field and click 鈥楽ave鈥�.
Transparency pages are a publication sub-type, so create a publication as normal and select 鈥榯ransparency data鈥� in the 鈥楶ublication type鈥� field.
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