PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Update a Document

Update a Web Page Using Online HTML Editor

 

  1. Read the chapter titled “Documents Features in Detail” in the Administration Manual

 

  1. Click on the Documents browse icon on the Site Administration Menu page.

 

  1. On the Search for Documents page, update the following filters to prepare your search:

 

    1. Document Category -  used to search for documents by categories.  Defaults to All Categories.
    2. Document ID – used to search for documents by their Document ID.
    3. Title – used to search for documents by title.
    4. 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.
    5. Modified Date Range – used to search by date last modified range
    6. Topics – used to search for documents by document topic. 

 

  1. 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)

 

  1. Click on Search button

 

  1. Use arrow icon in upper right of Found Documents table to flip through pages of matches.

 

  1. Click on a Document Title to enter its Document Management Page.

 

  1. Update information in fields as desired

 

  1. Open the web page in the HTML Editor by clicking on the Edit Document icon in the Document Tabbed section.

 

  1. Used the Paragraph tool to select a preformatted font, size and other formatting characteristics.  Applies to either the paragraph where the cursor is positioned or to all paragraphs that are highlighted by the cursor.

 

  1. Use the Font tool to select a font for the highlighted block of text or new text inserted at the current cursor position.

 

  1. Use the Size tool to select a font size for the highlighted block of text or new text inserted at the current cursor position. 

 

  1. Click the Bold tool to bold either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Italic tool to italicize either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Underline tool to underline either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Superscript tool to superscript either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Subscript tool to subscript either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Strikethrough tool to place a strikethrough either the highlighted block of text or new text inserted at the current cursor position.

 

  1. Click the Left Justify tool to left justify each paragraph within a highlighted block of text or the paragraph where cursor is positioned.

 

  1. Click the Center Justify tool to center justify each paragraph within a highlighted block of text or the paragraph where cursor is positioned.

 

  1. Click the Right Justify tool to right justify each paragraph within a highlighted block of text or the paragraph where cursor is positioned.

 

  1. Click the Numbered List to sequentially number each paragraph within a highlighted block of text or the paragraph where the cursor is positioned.

 

  1. Click the Bullet List to bullet list each paragraph within a highlighted block of text or the paragraph where the cursor is positioned.

 

  1. Click the Increase Indent tool to increase the margin indentation of each paragraph within a highlighted block of text or the paragraph where the cursor is positioned.

 

  1. Click the Decrease Indent tool to decrease the margin indentation of each paragraph within a highlighted block of text or the paragraph where the cursor is positioned.

 

  1. Click the Cut tool to cut the highlighted block of text and place on the clipboard.

 

  1. Click the Copy tool to copy the highlighted block of text and place on the clipboard.

 

  1. Click the Paste tool to paste the current contents of the clipboard into the document where the cursor is positioned.

 

  1. Click the Undo Typing tool to undo the last action taken or to undo the last contiguous insertion or deletion of text.

 

  1. Click the Redo Typing tool to redo the last action that was undone or to redo the last contiguous insertion or deletion of text that was undone.

 

  1. Click the Font Color tool to change the font color of either the highlighted block of text or change the font color for new text inserted at the current cursor position.

 

  1. Click the Background Color tool to change the background color of either the highlighted block of text or change the background color for new text inserted at the current cursor position.

 

  1. Click the Insert Table tool to insert a table at the current cursor position

 

  1. Click the Insert Image tool to upload and insert an image at the current cursor position

 

  1. Click the Insert Link tool to insert a link to a URL at the current cursor position

 

  1. Click the Insert Rule tool to insert a ruler line at the current cursor position

 

  1. Check the HTML box to view HTML code.  When unchecked the user sees the document as it will be displayed (WYSIWYG).

 

  1. Click Close button on the Edit Document Page.

 

  1. Click the Save button on the Document Management page

 

  1. 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   

 

  1. If you set Use to Image then upload an image. Click browse button to load image.

 

  1. Check appropriate Document Categories.

 

  1. Set Active to “Yes”.,

 

  1. Set expiration date is you wish document to automatically remove from visitor display at a predetermine date.

 

  1. 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.

 

  1. Configure privacy settings. 

 

  1. Click on Save button.