Visitor Search for Documents

 

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

 

2. During website setup, link must be prepared on menu to Option = “Browse Resources by Category”

 

3. Retrieve documents by browsing categories, searching on keywords, and via links embedded in other pages and menus throughout website.  Permitted users may also add documents.

 

4. Visitor clicks on link to The Browse Resource Topics Categories page which lists each Category as a link along with a brief (optional) description of the Category.

 

5. Visitor selects a Category by clicking on the Category name.  The Resource Topics for Category then lists all documents (files) for the selected Category.

 

6. Visitor clicks on a document name to access the document.  Depending on the document (file) type and configuration of the visitor’s computer, the document is displayed in their browser, opened in the documents source application or downloaded as file to the visitor’s computer.

 

7. Logged in visitor with the necessary security rights may Check-in and Check-out   and add new documents. 

 

8. Click on “search for resources by keyword” hyperlink on Resource Categories page to enter Search by Keyword page.

 

9. Enter keywords or phrases in one field or all.

 

10. Select appropriate operators (AND/OR)

 

11. Click on Search button.