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

Update a Web Page

 

  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. View the web page by clicking on the view icon in the Document Tabbed section.

 

  1. Download a zipped copy of the web page by clicking on the check-out document icon in the Document Tabbed section.

 

  1. Prepare an HTML document.

 

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

 

  1. Upload a replacement page by clicking on the update document icon in the Document Tabbed section.

 

  1. Click Save button after updating document

 

 

  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.