Inserting a document

FELIX 30-220

What you need to know

With the course element "Document", document formats can be directly visibly integrated into the course and, if desired, edited together there. Collaborative online work is possible for Office documents such as Word, Excel and PowerPoint. PDF documents and graphic files can also be displayed.

This step-by-step guide or our video clip will show you how to configure the "Document" module.

How to realize collaborative work with other course elements can be found on Helpcard 20-120.

Examples and templates for collaborative work with the "Document" module can be found in our demo course.

What you have to do

  1. In your course, click on "Course editor" under "Administration" (top left).

    • The course editor will open.

  2. In the course structure (left), activate the course element under which the new element is to be inserted.
    Under "Insert course elements" (above) in the category "Knowledge transfer" select the element "Document". Alternatively, you can use the "Quick-Add" search function.

    • You can also move the element later by dragging and dropping.

  3. To rename the course element, in the "Title" field enter the title you want to be displayed in the course. If necessary, abbreviate the title in the "Title in course menu" field. "Save" your entries.

    • The "Title in course menu" will be displayed in the menu on the left. Since the menu has a fixed width, a maximum of 25 characters is recommended.

    • Under "Insert additional information" below, you can enter, for example, learning objectives and instructions for learners.

    • Under "Visibility" and "Access" you can regulate the visibility and access to the element if required, e.g. depending on the group or date (see Helpcard 30-002).

  4. Upload document: Under "Document" you can select the desired document. You can upload files from your computer or select existing documents from the storage folder or from the learning resource management. It is also possible to create Word, Excel or PowerPoint documents directly in FELIX.

    • Word, Excel and PowerPoint files can only be set as shared editable documents in FELIX if they have the extension x (e.g. ".docx") - i.e. were created with Office programmes after 2003 (before e.g. ".doc").

  5. Set user rights:
    Depending on the document type, you can set different user rights for "Download", for example. By default, documents can be downloaded by any user group.
    For "editable" documents such as Word, Excel and PowerPoint, you can also allow other user groups to edit the documents (coaches, participants, guests). This is particularly suitable for collaborative work.

    • Editing documents together/collaborative collaboration:
      The "Document" module is very suitable for collaborating on Word, Excel, or PowerPoint documents. If you allow "Participants" to have the permission for "Edit" in the tab "Document", your course participants can make changes to the document. If you want to make sure that the document can only be edited online without being downloaded, you can revoke the rights for "Download" for other user groups such as coaches, participants, guests.
      Further options for collaborative work with Word, Excel, or PowerPoint documents can also be found on Helpcard 20-120.

  6. Click the red cross (top right) to close the course editor. Select the "Publish automatically" option to publish the change. 

    • The new element is not displayed in the course view until it has been published.

  7. If you want to simulate the view of your students on this course element, use the in-course role change (see Helpcard 10-021).

Problems or questions?