Add a Document, Resource, File or Page to the Website
- Read
the chapter titled “Documents Features in Detail” in the Administration
Manual
- Prepare
a document. (It is suggested that documents be limited to HTML or PDF
format.)
- For
upload of HTML file with associated linked files (page elements) such as
JPEG, GIF, etc., all files must be in a Support Folder stored in the same
directory as the HTML file using the following Naming protocol:
HTML File Name = mypage.htm
- Click
on the Documents add icon on the Site Administration Menu page.
- Enter name in
Document Title field. This name may
be different than the physical file name.
- Enter
a brief summary of the document in the Document description field. This
description will be displayed following the Document name in all document
listings pages.
- Enter
keywords and phrases for indexing and performing document searches. Enter one keyword or phrase per line.
Press enter to go to next line.
- Use the Append
Document Browse button to locate and select a document (file) that is
stored on your computer or network.
- Set
Use Template value. – Set value to
Yes to display the document within your website’s template pages. Set value to “No” if you want to the
document to be displayed in a separate window without your website’s
template. Common document (file)
formats such as “.htm”, “.txt” and “.pdf” can be displayed within your website’s
template. Documents (Files)
requiring third party software to host (open) the document, may not
operate within your website’s template.
If the user’s computer is not setup to auto-run the third party
software required by the document (file), PORTALPRODIGY will prompt the
user to download the file to their computer.
- Set
value for Include Link On Home Page. Set value to
“No”, if the document name should not be displayed in the Home Page
Resource Mini Browser. Set to “Yes”
to display the document name and link in the Home Page Resource Mini Browser. Note that Document Mini Browser must be
enabled in Greeting Features Management.
- Set
Home Page Sort Order which only applicable when Include Link On Home Page
is set to “Yes”)
- Set
Use to image or bullet. Only applicable when Include Link On Home Page is set to “Yes”. Selecting bullet causes
the Home Page Mini Browser to list the documents with bullets. Selecting image displays thumbnail image
with document description
- If you
set Use to Image then upload an image. Click browse button to load image.
- Check
appropriate Document Categories.
- Set
Active to “Yes”.,
- Set
expiration date is you wish document to automatically remove from visitor
display at a predetermine date.
- Set ChapterIDif you are using Multi Site Synchronization. It is used to specify the Chapter that
has primary ownership of the record.
For further information see the chapter on Site Synchronization.
- Configure
privacy settings.
- Click
on Save button.