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

Use the Search for Documents page to find the document to update.

Click on the Document’s name in the list of Found Documents.  (See the previous section Search for Documents from Administration Portion of Site.)  This displays the Document Management page.

You may edit any information about the document including the documents name.

To update the document file, click the   icon.

 

 

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

 

The path and file name are then displayed in the Upload File text box.

Click on the  button to upload the document.

 

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.

 

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 file has been successfully updated.  You may click Ok to return to the previous page or select any link from the available menu options.

If the only change you made is to upload a new document file it is not necessary to use Save or Close and save options in the Document Management page.  If you changed any other data elements within the Document Management page you must select Save or Close and then confirm to save the changes.


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