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Documents Resource Library Feature in Detail
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Update Document from the Visitor Portion of the Site:

To access this feature, you must be logged in and belong to a Security Group that has Edit rights assigned to the ResourceDocLibrary-Add&Update (Public) security feature component.

When the Visitor has the required access rights they may use the Check-in    a document from the Visitor User Interface to load a file from their computer. 

 

  • Locate the Document: The first step is to locate the document.  This may accomplished by using either the Browse Resource Topics by Categories or the Search by Keyword option.  Both of these methods produce a listing of documents. 
  • Select Check-in: To the right of the document name click on the Check-in    a document icon.  This displays the Document Check In page.

 

 

 

  • Browse: Click on the  button to locate and select the appropriate document (file) that is stored on your system.

 

 

The first time you upload a document from a computer using PORTALPRODIGY, you will be prompted to install an Active-X component from Software Artisan’s.  PORTALPRODIGY uses this component to efficiently and reliably load documents via the HTML protocol.  If this sounds entirely too technical, just answer Yes and leave it at that.  You will not prompted to do this again, unless you change your computer configuration.

 

  • Upload Prompt: Click Ok to confirm upload:

 

  • Transfer Status window - This window provides a status of the file transfer.  It will close automatically when the transfer has been completed and the following Success message will be displayed.

 

 

  • Confirmation Message: at this point the document has been successfully checked-in.  You may click Ok to return to the previous page or select any link from the available menu options.

 


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