Difference between revisions of "Editing Useful Documents on your homepage"

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(New page: Useful documents appear to a logged in user on their own tab. They can be anything useful for the account and they span the entire range of Schemes you provide. The basic principle behind...)
 
(Video Tutorial)
 
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Useful documents appear to a logged in user on their own tab.
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== Editing Useful Documents ==
They can be anything useful for the account and they span the entire range of Schemes you provide.
 
  
The basic principle behind Useful Documents is that they're your own. You create them and upload them. They can be anything. We do not moderate these files or limit what you can store, we just ask that the file sizes are kept to a respectful limit.
 
  
To add a useful document, click on the Useful Documents Tab and press New Document.
 
You'll be asked to provide a filename for the document to be uploaded. Click on the Browse button and select a file then press Upload.
 
There will be a slight delay while the file is sent to the SchemeServe server.
 
Once uploaded, the file is shown in the list of files.
 
  
Note that the file icon is displayed for known file types.
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== Introduction ==
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Useful documents is a facility that allows a user to keep any useful file inside SchemeServe. They are unique to the user and not shared with other users of the system.
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The idea is that Useful Documents are completely your own. ADM does not moderate any of the files you choose to upload. Nor do we limit how many Useful Documents you can store, the only thing we ask is that you keep file sizes within a reasonable limit.
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You may share your Useful Documents with your agents if you select the option to do so when you add a document.
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To add Useful Documents you should first login to SchemeServe.
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== Adding a Useful Document ==
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#Click on the '''Useful Documents Tab'''
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#Click on '''New Document'''
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#Click on the '''Choose File Button'''
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#Find the document and double click on it
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#Check or Uncheck the box '''"Show to agents"'''
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#Select a file and then click on '''Upload'''
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'''Note:''' There may be a slight delay as the file is transferred to the SchemeServe servers  - once the file has been uploaded it will be shown in the list of available files.
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'''Note:''' The file icon will be displayed for standard file types.
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== Accessing a Useful Document ==
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#Click on the '''Useful Documents Tab'''
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#Click on the '''hyperlink''' with the document's name
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#Save the document to your computer or server or Open it directly
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== Deleting a Useful Document ==
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#Click on the '''Useful Documents Tab'''
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#Click on the '''Rubbish Bin/Trash Can Icon''' by the document's name
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#Click '''OK''' to confirm the deletion (or click '''Cancel''' to return to the '''Useful Documents Page''')
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== Video Tutorial ==
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<html>
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<iframe width="560" height="315" src="//www.youtube.com/embed/TpFYBonHsWM" frameborder="0" allowfullscreen></iframe>
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</html>

Latest revision as of 16:08, 19 September 2014

Editing Useful Documents

Introduction

Useful documents is a facility that allows a user to keep any useful file inside SchemeServe. They are unique to the user and not shared with other users of the system.

The idea is that Useful Documents are completely your own. ADM does not moderate any of the files you choose to upload. Nor do we limit how many Useful Documents you can store, the only thing we ask is that you keep file sizes within a reasonable limit.

You may share your Useful Documents with your agents if you select the option to do so when you add a document.

To add Useful Documents you should first login to SchemeServe.

Adding a Useful Document

  1. Click on the Useful Documents Tab
  2. Click on New Document
  3. Click on the Choose File Button
  4. Find the document and double click on it
  5. Check or Uncheck the box "Show to agents"
  6. Select a file and then click on Upload

Note: There may be a slight delay as the file is transferred to the SchemeServe servers - once the file has been uploaded it will be shown in the list of available files.

Note: The file icon will be displayed for standard file types.

Accessing a Useful Document

  1. Click on the Useful Documents Tab
  2. Click on the hyperlink with the document's name
  3. Save the document to your computer or server or Open it directly


Deleting a Useful Document

  1. Click on the Useful Documents Tab
  2. Click on the Rubbish Bin/Trash Can Icon by the document's name
  3. Click OK to confirm the deletion (or click Cancel to return to the Useful Documents Page)


Video Tutorial