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Document Resource Library Feature in Detail
Documents Resource Library Feature in Detail
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Maintain a visitor friendly cataloged, searchable and browse-able document library that includes documents stored in their original file formats such as HTML, DOC, JPG, MPG, PDF, TXT, etc.. A database record with descriptive information and administrative controls is created for each document imported into the website. Documents can be assigned viewing security levels, expiration dates, catalog locations, topics, and index keywords and phrases.  The Document Library can serve as a knowledgebase for visitors and as an organizational store house for unlimited website pages. Its powerful version control features allow many different team members to work on the same document and maintain a trail or history of revisions. It’s easy for permitted users with no website or HTML programming experience to import documents directly from their computer or network into the organization’s website.  Documents created in MSWord, Publisher, and other desktop publishing software, are quickly made a part of your website with no programming required.

 

The PortalProdigy Resource Library provides your organization with a centralized knowledgebase accessible to permitted users 24 hours per day, 7 days per week, 365 days per year.  It includes everything you need to manage and provide online access to your organization’s digital content including documents, images, Web pages, audio, video and application specific files.  You can use the PortalProdigy Resource Library for storage and retrieval of Best Practices, Operation Manuals, Tutorial Guides, Technical Specifications, CAD Drawings, Schematics, Spreadsheets, White Papers, Case Studies, Pictures, Agreements, Contracts, Forms, Marketing Materials, Information on Specific Topics, Proposals, RFP’s, Fact Sheets, Brochures, Resource Guides, Software Downloads, Articles, and more. 

 

The Document Resource Library benefits include:

  • Document centric model that makes it easy to manage your website’s content.
  • Supports all file types including standards such as HTML (.htm), Adobe PDF (.pdf) Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg).
  • Separation of public content from private content.  Individual documents (files) and folders can be secured, permitting access only to authorized users.  
  • Secure collaborative workspaces for sharing documents and files amongst members of a group. 
  • Complex version control, checkout and update controls allowing many different team members to work on the same document and maintain a trail or history of revisions
  • Library checkout and check-in feature to track if document is currently being edited and by whom.
  • Approval processing option that places newly submitted documents into a submission queue pending authorization.  Once authorized, documents are made accessible in the Resource Library.  Automated notification is sent to submitters of rejected documents.
  • Special support for HTML web pages to include the web page’s related files such as images, style sheets and scripts.
  • Integrated easy to use document editor for editing HTML and Text documents.  Allows creation and editing of web pages (documents) without knowledge of HTML.
  • Authorized visitors can retrieve documents by browsing categories, searching on keywords and via links embedded in other pages and menus throughout your website.
  • Search results are enumerated and easy to navigate.
  • Automated expiration option deactivates documents based on specified expiration date.
  • Viewer tracking reports statistics on who, when and what has been viewed.
  • Integration of documents with Event Registration, Membership Signup and Product Catalogue to display and manage Brochures and other related documents.
  • Integration of documents in Mini Browsers and Menus to provide direct links to documents.

Some of the components, fields and settings of the Documents feature, discussed in detail in this chapter, are:


Resource Category Management page:

Name

Description

Created By

Modified By –

Active

ChapterID

Private

Search For Documents page:

Include deactivated records in search results:

Document Category

Document ID

Created Date Range

Modified Date Range

Topics

Items Per Page

Categories

Quick Search on Document Title

Document Management page:

Document ID

Document Title

Document Description

Keys

Append Document

Use Template

Include Link On Home Page

Home Page Sort Order

Use

Upload Image

Created By

Modified By

Active

Expires Date

ChapterID

Topic

Private

Document Editor

Style

Paragraph .

Font

Size

Bold

Italic

Underline

Superscript

Subscript

Strikethrough

Left Justify

Center Justify

Right Justify

Numbered List

Bullet List

Increase Indent

Decrease Indent

Cut

Copy

Paste

Undo Typing

Redo Typing

Font Color

Background Color

Insert Table

Insert Image

Insert Link

Insert Rule

Print

HTML

Option Buttons


 

 

Please note that we use two different terms to refer to the files that are managed and made available by the Resource Library.  In the Visitor User Interface we refer to files as Resources; whereas, in the Administrative User Interface we refer to files as Documents.  The term Resources is used in the Visitor User Interface because it best describes the purpose to a broad audience who does not posses the training advantage of a PORTALPRODIGY Certified Administrator.  The term Documents is used for Administrators in order to conform with industry standard terminology for repository based models like PORTALPRODIGY.  It also helps to avoid confusion with file management tools such as Windows Explorer. 

 

25.1 The Visitor Experience

25.2 Components

25.3 Feature Administration

25.4 Tutorials

25.5 Special Situations

25.6 Troubleshooting



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