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Documents Resource Library Feature in Detail
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Add Document from Administration Portion of the Site:

The Document Management page is reached by clicking on the Documents Add Button  located in the Content Management menu column of the Main Administration Menu (Ctrl-Atl-m).

Note that you may also select the Add New option on the Search For Documents pages.

 

 

 

 

Enter a title for the document and an optional description.

 

Enter searchable keywords and phrases in the Keys input area.  Keywords and Phrases are entered one per row.  Use the Enter key as the end of the phrase or keyword to go to the next row.    Your Keywords and Phrases should appear as follows:

 

 

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.  This is a one time install per computer.  You will not be prompted to do this again unless you change your computer configuration.

 

  • Upload Prompt: Click Ok to confirm upload.  If you are uploading an HTML document, PORTALPRODIGY knows to also upload the HTML documents subfolder.  The HTML subfolder is where images, scripts, style sheets and any other files required to support the HTML document are stored.  the subfolder for LearnAboutUs.htm must be named . 

 

 

The path and file name are then displayed in the Append Document text box.

If you want the document to open in a separate window without being bordered by you site template set Use Template to No; otherwise, leave as Yes.

Check each Category you want the document to belong to.

Click on the  button.

In the pop-up dialog box, click Yes to upload and save the new document.

This starts the file transfer.  A Transfer Status window is displayed to provide the 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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