PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Update a Document
Update a Document
Read the chapter titled “Documents Features in Detail” in
the Administration Manual
Click on the Documents browse icon on the Site
Administration Menu page.
On the Search for Documents page, update the following
filters to prepare your search:
Document Category - used to search for documents by
categories. Defaults to All Categories.
Document ID – used to search for documents by their
Document ID.
Title – used to search for documents by title.
Created Date Range –will retrieve all Documents with
Created Date greater than or equal to the entered date. Entering a range
is inclusive of entered date values.
Modified Date Range – used to search by date last
modified range
Topics – used to search for documents by document topic.
Set Items Per Page to a number between 10 and 50.
Determines number of matches displayed at a single time in results table
(Found Documents)
Click on Search button
Use arrow icon in upper right of Found Documents table to
flip through pages of matches.
Click on a Document Title to enter its Document Management
Page.
Update information in fields as desired
View the document by clicking on the view icon in the
Document Tabbed section.
Download a zipped copy of the document and page elements
by clicking on the check-out document icon in the Document Tabbed section.
Upload a replacement document by clicking on the update
document icon in the Document Tabbed section.
Click Save button after updating document
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.