Introduction
This guide shows how to manage your document library and headlines
Assumptions
Headlines will be viewed across the Outlets
Where to find this
Click Head Office > Content > Documents
Step-by-Step guide
Step 1. Document Library Setup
To create a new document folder click on Manage Document Folders then click +add
Enter a folder name then click add folder
Step 2. Section set up
To set up a section or subsection within your folder, click Manage Document Sections
Select either Add Section or Add Sub-Section
Enter a name for the section you wish to add to and click on Add Section/ Sub Section
Step 3. Document Library Document Upload
Once you have set up folders, sections and sub sections you will be able to add documents.
Click on +add under the Document Library
Select the section and sub section, enter the document title and type and then locate your file by browsing your local machine.
Once you have located the desired file, click on Upload and, once complete, the document will be available to view from the Document library on your home page
The Marketing library can be used in a similar way to the Document Library:
- To add documents to the Marketing Section of the Intranet, click on Content and then select Marketing
- Follow the instructions marked out above, ensuring you are working within the Marketing tab.
Step 4. Setting Document Permissions
It is possible to restrict access to certain documents for certain users in IndiCater.
- To access the document permission, click on User Access and then select Documents
- Select the folder you wish to set permissions for from the list
- Place a tick in the box on the user or users you want to give access to – the options are all Head Office Users, individual Head Office users, all Outlet Managers and individual Outlet users
- To complete this action, select Set Permissions
Contacts Directory Adding Contacts
To add contacts to your directory, click on Content and then select Contacts
To add a new contact, click on +add
Populate all the information for the contact into the record.
If the contact is part of your group contacts, leave the outlet section as n/a but if the contact is a member of one of your outlets, select the outlet he / she belongs to.
Click on Add Contact
To edit contacts, click on the Contact name and to delete contacts click on the red cross
Creating Headlines
To add Headlines, click on Content and then select Headlines
Select +add under the General Headlines
Choose the Area the news is for, the News Type it relates to, enter the News date, News Title and then enter the actual story
Set the priority to define where the headline will sit in the list. 1 is the highest priority and so will jump to the top.
Tip: Finally placing a tick in the Action Required field will allow you to monitor whether or not your outlet users have read and actioned your headline. If this is not needed, leave the box blank
Adding a document link to your Headline
In the content of your news story, add the following text:
<a href='https://oakmaninns.indicater.com/Customisation/1/Documents/2.Doc'
target=blank>Click to view document</a>
Locate the actual document in the library you wish to link the headline to by passing your cursor over the document name in the Content Document library and at the bottom of your screen on the left the path file data will appear. On the end of the path file data will be a number and document type. Like 2.doc or 1123.pdf etc
Substitute the name of the document into the link above
To check your entry Link has worked go to Company and check your headline click on the Headline to read it then click on the red link (Click to View Document) and your chosen document will then be download to your screen, If it is the wrong document then go through the Content/document summary and check your number again then edit the document number to the correct one as required.
Creating Information Ticker Headlines
A news ticker headline, scrolls across the top of all the general headlines.
To add a news ticker headline, click on +add from within Content / Headlines / News Ticker Headlines
Enter the required text and set the priority to determine where the ticker will be listed(priority 1 is the highest)
Click on Add Ticker to complete the process
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