My hub complete user guide v1.2

Introduction

Before you begin, please take some time to explore the Resources area of the MyHub website where you’ll find frequently asked questions, links to help videos and useful guides covering everything from customising your site to all of the great features MyHub offers. MyHub is committed to providing great intranet solutions that are easy to use. We recommend you use the online version of our guides if you are usually connected to the Internet. The online guides are updated regularly and may contain new help topics relevant to you.

For more information please visit www.myhub.co.nz/resources

http://www.myhub.co.nz/resources

2 | P a g e Copyright 2014 MyHub Intranet Solutions Limited

Contents

Site Builder .............................................................................................................................................. 4

Site Overview .......................................................................................................................................... 5

Adding Pages ........................................................................................................................................... 6

Page Permissions .................................................................................................................................... 8

Advanced Settings ................................................................................................................................. 10

Page Settings ......................................................................................................................................... 11

Page Layout ........................................................................................................................................... 12

Deleting a Page ..................................................................................................................................... 13

Restoring a deleted Page or Module .................................................................................................... 14

Advanced Page Management ............................................................................................................... 15

Adding a New User ................................................................................................................................ 17

Role Groups and Roles .......................................................................................................................... 18

Creating a Role Group ........................................................................................................................... 19

Adding (User) Roles ............................................................................................................................... 20

Changing User Permission Rights.......................................................................................................... 21

Adding a Module .................................................................................................................................. 22

Module Settings .................................................................................................................................... 23

Module Permissions .............................................................................................................................. 25

Module Page Display Settings ............................................................................................................... 26

Text and Image Box ............................................................................................................................... 27

Quick Survey ......................................................................................................................................... 28

Quick Survey Reports ............................................................................................................................ 29

Expanding Text Box ............................................................................................................................... 30

Managing the order of the Expanding Text Boxes ................................................................................ 31

Feature Content .................................................................................................................................... 32

Feedback Comments ............................................................................................................................. 33

Contact Forms ....................................................................................................................................... 34

Contact Form Management .................................................................................................................. 35

Newsletter............................................................................................................................................. 36

Event Calendar ...................................................................................................................................... 38

Event Calendar Settings ........................................................................................................................ 40

News ..................................................................................................................................................... 41


Forum .................................................................................................................................................... 47

Adding a Forum Group .......................................................................................................................... 47

Creating a Forum .................................................................................................................................. 50

Banner Gallery ...................................................................................................................................... 53

Document Exchange ............................................................................................................................. 59

Adding a Folder ..................................................................................................................................... 60

Adding a Sub Folder .............................................................................................................................. 61

Adding a File to a Folder ....................................................................................................................... 62

Additional Folder Management Options .............................................................................................. 63

Site Administration ............................................................................................................................... 64


Site Builder

Overview: The site builder page is a 5 step process to help you get your site up and running. The steps are: 1. Quick Start help video 2. Uploading your logo 3. Changing the colours of the site 4. Updating and managing pages and modules 5. Adding and managing users Once you’ve watched the video you’ll be ready to start customising your site.


Site Overview

Once you’ve completed the 5 step process on the Site Builder page, click on the Home page. Below is a summary of the preconfigured pages and the configuration tools available from this screen:

1. Admin – quickly access administrations tools. 2. Modules – add modules to any page. 3. Pages – add pages to your site. 4. Users – add and manage users. 5. Edit Page – edit and manage pages once they’ve been created. 6. User Name – click to update individual user profile settings. 7. Logout - click to log out of the site. 8. Preconfigured Pages – every MyHub site comes preconfigured with a number of

pages to get you started. You can edit or delete these pages at any time. 9. Latest News – news articles posted on the News page will appear on the Home

page News Dashboard. 10. Latest Forum Topics – Forum Topics posted on the Forum page will appear on

the Home page Forum Dashboard.


Adding Pages

Overview: Adding pages to your MyHub intranet will allow you to structure your intranet to

display content and Modules.

1. Click Pages and then Add New Page.

2. The Page Settings box will appear.

3. Enter Page Name - this is the name of the page. The text you enter will be displayed in

the Page menu.

4. Select Parent Page and then select from the Page options if you require the page to be a

child or subpage of another page. Please note that this is optional. Leave the setting as

None Specified if you do not want the page to have a parent page. It will then appear as

a main page.


5. Insert Page – select from Before, After or Add to End. Select the Page from the drop

down page options to insert the page in the correct position or order within the pages

that have already been created.

6. Select or deselect Include in Menu. Choose to include or not to include the page in the

main navigation menu. If a page is not included in the menu, you can still link to it based

on its page URL.

7. Click Add Page.


Page Permissions

Overview: Page Permissions allow Administrators to grant users access to view and/or edit pages. Note - Role Groups and Roles are covered in more detail under Creating Role Groups and Roles. 1. Click Permissions.

2. Click Filter by Group. Select from the dropdown options the relevant Role Group or Role

that you would like to grant access to this Page.

3. Click Select Role, then select the relevant Role from the dropdown options.

4. Display Name option. Use this free text box to add individual users by typing the user’s

name. Once the name appears, click Add and repeat this process until all required

individual users are added.


5. Next to the newly added Role Groups and/or individuals, grant access by clicking the tick

box option to select View Page and/or Edit Page depending on the level of access

desired.

6. Click Add Page – this page will now be visible to the approved users.


Advanced Settings

Overview: Advanced settings allows the page to be displayed from a set start date to a set

end date. It also allows the page to be redirected to an external website, existing intranet

page or file in the Document Exchange.

1. Click Advanced Settings.

2. Start date. Click the calendar icon – select start date.

3. Start time. Click the clock icon – select start time.

4. End date. Click the calendar icon – select end date.

5. End time. Click the clock icon – select end time.

6. Link URL. Select the use the Link URL option if you want this page to behave as a

navigation link to another resource. You can specify the link here. Please note that this

field is optional.

7. Click Add Page.


Page Settings

Overview: Once a page has been created, the page settings can be edited at any time by

clicking on the Edit Page tool.

1. Click Edit Page.

2. Select from Page Settings, Page Permissions or Delete page.


Page Layout

Overview: Every page has a number of different sized frames or panes available to place

modules into. These panes are visible only when the page is in Edit Page mode. This function

will be used when adding a module or moving a module within a page.

1. To move a module click Edit Page. The page will make all of the available panes visible.

2. Click on the top of the module and hold down the left mouse button. Drag the module

to the desired pane and release the mouse button – repeat to move to another pane.

3. Click Edit Page and Close Edit Mode to exit Page Edit mode.


Deleting a Page

Overview: Use this function to delete a page. Please note – the page will be moved to the

Recycle Bin. This can be found in the Admin area.

1. Click on the page you want to delete.

2. Click Edit Page.

3. Click Delete Page.

4. Click Yes


Restoring a deleted Page or Module

Overview: Once deleted, Pages and Modules are held in a recycling bin. They can be

restored or permanently deleted at any time.

1. Click Admin and then Recycle Bin.

2. Select Pages or Modules.

3. Select the item you want to restore.

4. Click Restore Selected Pages – the same process can be applied to restoring modules.

The page will be restored. Please note that a page must be restored before a module

can be restored to that page.

5. Select Delete Selected Pages if you want to delete pages permanently - the same

process can be applied to permanently deleting modules.


Advanced Page Management

Overview: Advanced Page Management gives you additional options to the Page Management options found under Edit Page. These include:

Dragging a page to another page to create a sub page

Management of hidden pages

Quick access to pages and page settings

Hiding pages

Renaming pages 1. Click Admin and then Page Management.

2. Click on the page you want to manage to reveal the available options.


3. Right mouse click on the page for additional options.

4. Click Home Page to exit.


Adding a New User

Overview: Use this function to add a new user.

1. Click Users then Add New User.

2. Complete the mandatory sections – please hover your mouse over the i icons for

recommendations and guidance.

3. Click Random Password should you not want to enter a password

(this is recommended). If this option is selected, the password and confirm password

sections do not need to be completed. The new user will be sent an automated welcome

email with the site address, their user name and link to choose their own password.

4. Click Add New User.


Role Groups and Roles

Overview: Role Groups are like teams or functions within a business. By creating Role Groups you can later create Roles to assign to these Groups. An example would be Sales as the Role Group and Account Management as the Role within the group. Role Groups and Roles are primarily used to allow access or permission to pages and content within your site. The structure below is an example of the role hierarchy as it relates to site permissions:

Role Group (Sales)

Role (Account Management)

All individual site users can then be assigned to a Role (John Smith who is an Account Manager in the Sales Team)

Setting up Role Groups and Roles is optional and should be used only if you want to restrict access to pages and/or content within your site to certain users. If Role Groups and Roles are not set up Registered Users and Subscribers will have access to all pages and content.


Creating a Role Group

1. Click Users and then Manage Roles.

2. Click Add New Role Group. 3. Enter a Role Group name and description.

4. Click Update.


Adding (User) Roles

1. Click Users and then Manage Roles.

2. Click Add New Role.

3. Enter the Role Name (in this example we have used Account Management).

4. Provide a brief description of the Role.

5. Click on the Role Group drop down options to select the relevant Role Group this role

will sit within (in this example we have used Sales).

6. Select the relevant Status and then click Update.


Changing User Permission Rights

Overview: Permission rights are assigned to individual users to allow them to access (or not) pages and content within a site. By default, all users will be set up as Registered Users and Subscribers. Please note – this guide should be read in conjunction with the Creating Role Groups and Roles guide. 1. Click Users and then Manage Users. 2. Click on the Shield icon next to the relevant user.

3. Click on the Security Role drop down button and select the desired Role.

4. Select a date range to allow access to this role – this is optional. If left blank, the user

will have permanent access.

5. Click Add Role to User – the user will receive an automated email alerting them to the

change.

6. Click Close


Adding a Module

Overview: Modules can be added to pages to help display content or provide a tool such as

Calendars and Newsletters. There is no limit to the number of times you can use a module

on single or multiple pages.

1. Click on the page you want to add the Module to.

2. Click Modules and then Add New Module.

3. All of the Modules will appear. Scroll right to the desired Module.

4. Click and hold the left mouse button over the desired Module and then drag the Module

to the desired pane and release the mouse button.

5. Click Edit Page and then Close Edit Mode to exit.


Module Settings

Overview: Modules settings can be edited to change the module display name, permissions,

visibility and date range. Editing the module content is covered under the individual module

guides.

1. Click on the Page containing the Module whose settings you want to edit.

2. Click Edit Page. This will place all modules on the page into edit mode.

3. Click the Settings Cog on the module you want to edit. Then select the Settings option.

Note, you can also delete or refresh a module using this process.

4. Click Module Settings.

5. Change the Module Title – this title is the name that will appear on the module when it

is placed on the page. If the title is not changed the default module title will be


displayed. The title can be hidden by unchecking the Display Container option on Page

Settings.

6. Edit the optional Advanced Settings.

7. Click Update.


Module Permissions

Overview: Permission access rights can be set at both a page and module level. Edit the

module permissions if you do not want the module to be visible on the page to certain

users. By default the module permission rights will set to the same settings as the page

settings the module is located on.

1. Click Permissions

2. Click Filter By Group to select the desired Group and then Select Role to add a Role to

the permissions list.

3. Add individual users to the permissions list by typing the user name into the Display

Name free text box and then clicking the Add button.

4. Uncheck the Inherit View permissions from Page option if you do not want the page

permissions to apply.

5. Check the tick box next to the Role Groups, Roles or individual users you want to see the

module. Only these users will see the module.

6. Click Update.


Module Page Display Settings

1. Click Page Settings.

2. Uncheck Display Container if you do not want the module title name displayed.

3. Click the Move to Page dropdown box options and select the desired page should you

wish to move the page to another page. Note - this action will make this page a sub or

child page of the destination page.

4. Click Update.


Text and Image Box

Overview: The Text and Image box is used to display text, images, video, tables, links to files

and external websites.

1. Drag the Text and Image module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then Edit Content.

3. The text editing tool will appear. Use this tool to add text and images.

4. Click Save


Quick Survey

Overview: The Survey module is used to run surveys, polls or a quiz.

1. Drag the Quick Survey module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then Add Question.

3. Step 1. Add a Question.

4. Step 2. Add a New Option – this could be an answer or choice the recipient will consider.

5. Step 3. Check the Option is Correct Answer if there is an answer or the current option is

the correct answer.

6. Step 4. Click Add Option – this will add the option to the options box.

7. Step 5. Changing the order of the options - Click on the option and then use the green

arrows to sort the order of the options.

8. Step 6. Click Update.

9. To add additional questions click on the Edit Pencil icon and then Add Question – repeat

the above process until all questions have been added.


Quick Survey Reports

Overview: Once the surveys have been submitted there is an option to run a basic report on

the responses.

1. Click on the module Settings Cog.

2. Click Settings.

3. Click Survey Settings.

4. Click Export Data – the report will be exported to Microsoft Excel.

5. Edit other settings if required.

6. Click Update.


Expanding Text Box

Overview: The Expanding Text Box allows text and images to be displayed in a box that

expands or collapses when the user clicks on a + or – symbol.

1. Drag the Expanding Text Box module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then Add Item.

3. Step 1. Add a title.

4. Step 2. Add text or images using the text editor.

5. Step 3. Check the Expanded box if you want the text to be permanently expanded.

6. Click Save.

7. Repeat steps 2 - 6 above to add additional Expanding Text Boxes.


Managing the order of the Expanding Text Boxes

1. Click the Edit Pencil icon and then Manage List.

2. Step 1. Use the green arrows to move the Expanding Text Boxes into the desired order.

3. Click Back.

4. The Text Boxes will be in the desired order.


Feature Content

Overview: Feature Content presents a text box with a button that when clicked can be

linked to a page, document or file within the Document Exchange or an external website.

1. Step 1. Drag the Feature Content module onto the page and into the desired page pane.

2. Step 2. Click the Edit Pencil icon and then Edit.

3. Step 1. Add a title.

4. Step 2. Add text.

5. Step 3. Check the Show Button – this is recommended.

6. Step 4. Add the text to be displayed on the button.

7. Step 5. Select from the options should you want the button linked to a resource.

8. Click Save.


Feedback Comments

Overview: The Feedback Comments module can be used to display user or customer

feedback or comments.

1. Drag the Feedback Comments module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then Edit.

3. Step 1. Add Feedback.

4. Step 2. Add the Author’s name.

5. Step 3. Add the Author’s Title or Position.

6. Click Save.


Contact Forms

Overview: The Contact Form can be used for users to contact individuals or teams for things

like IT helpdesk support.

1. Drag the Contact Forms module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then New Field.

3. Fields are additional text boxes that can be added to allow the user to provide additional

information.

4. Step 1. Add a Field Name.

5. Step 2. Add an Alias.

6. Step 3. Add a Tool/Tip.

7. Step 4. Add a Description.

8. Click Update.


Contact Form Management

Overview: Contact form management allows you to edit the form settings including the

email address the forms are sent to, the automated response the user receives, reports and

more.

1. Click the Edit Pencil icon and then Manager.

2. Fields:

Field Lists – this allows you to add, edit and delete fields.

New fields – this allows you to add new fields.

Sort fields – this allows you to sort the order of the fields.

3. History Records – this provides you with a report for all contact activity.

4. Results Effects – this allows you to customise the response to the users once they have

submitted the contact form.

5. Settings:

General – redirection results and permission rights.

Antispam – set Captcha to prevent spam – this is optional.

Email Settings – set up the email address that the contact forms are sent to.


Newsletter

Overview: The Newsletter module allows you to create and email a newsletter to registered

users and external email addresses/recipients. This module can also be accessed via the

Admin section. Note - the module has not been designed as a way of displaying a

newsletter. This can be achieved by copying the newsletter content into a Text and Image

Box on a dedicated page.

1. Drag the Newsletter module onto the page and into a full width page pane or access the

module via the Admin section.

2. Click the Settings Cog icon and then Settings.

3. Click Permissions.

4. Step 1. Uncheck the Inherit View Permissions from Page – this will restrict the page

visibility to Administrators only. This restriction needs to be put in place as this is a page

to produce the newsletter, not to display it. Therefore only Administrators need to

access this page.

5. Click Update.

6. Click Message.

7. Step 1. Enter the recipient Role Groups, Roles or individual User names into the Send to

Users or Roles by typing the name. The available options and/or names will appear.


8. Complete the other sections of the message settings.

9. Add text, images, video and other content to your newsletter using the text editor. Note

– you can cut and paste content created in other publishing software directly into the

text editor.

10. Click Additional Options.

11. The additional options include:

Adding an attachment – choose to drag a file into the blue window or upload a file

from your computer or from the Document Exchange within your site.

Set the email priority – choose from the three options.

Select the send method – choose from the two options.

12. Click Message.

13. Check the message settings and content of the newsletter.

14. Click Send Email to distribute the newsletter.


Event Calendar

Overview: The Event Calendar provides a central calendar to invite users to events,

meetings or to alert and remind users of key activities such as sales promotions.

1. Drag the Event Calendar module onto the page and into the desired page pane.

2. Click the Edit Pencil icon and then Add Event.

3. Complete the relevant sections.

4. Continue to edit the event details and add invitees.


5. Click Update.


Event Calendar Settings

1. Click the Edit Pencil icon and then Edit Settings. Use this process to change the

layout/view of the calendar.

2. Edit settings as required by clicking on the relevant dropdown options.

3. Click Update Settings.


News

Overview: The News module is a news blog that allows authorised users to add news

articles. News articles are posted on the News Page and will also appear on the Home Page

in the Latest News dashboard.

1. Click on the News Page - the News Page has been preloaded onto your MyHub site.

2. Click on Edit Page and then Edit This Page.

3. Click the Edit Pencil icon and then New Article.

Note - there are a number of options within the News module. These include creating news

categories, adding pictures, setting start and end dates for the articles to appear, publishing

conditions, an image library and advanced editing features for when you have a large

number of news articles to manage.


Below is a guide to quickly adding a news article

4. Step 1. Complete relevant sections.

5. Step 2. Click Publish.

6. Click the Home News icon to exit.


Below is a guide to adding a news article using the advanced features, including adding an

image.

1. Click the Edit Pencil icon and then New Article.

2. Adding an image/photo to your news article – Click on Library and then + Add New.

3. Add images by dragging them into the Add New Media Library box or to upload an

image from your computer click Or Click.

4. Ensure the image has been added. A green tick will appear.


5. Click Close.

6. The image will now appear in the library – repeat this process to add additional images.

7. Click Posts and then + Add New.

8. Step 1. Complete the relevant sections.

9. Step 2. Click on Set feature image.


10. Select the required image from the list by clicking Add Item then click Close.

11. The image will now appear on the Add New Post screen – click Remove Picture if you

want to replace the image and repeat the above process.

12. Edit the Publishing settings if required. Note – this is optional. If these options remain

on the default settings the news article will be published immediately.


13. Click Publish.

14. Click the Home News icon to exit.


Forum

Overview: The Forum provides a chat room for users to communicate and collaborate on a

range of topics. Users can also subscribe to forums and topics to receive updates.

Adding a Forum Group

1. Click on the Forum Page - the Forum Page has been preloaded onto your MyHub site.

2. Click Continue. Note – this will be required only when you use the Forum for the first

time. Once a forum has been created access will be via the Control Panel (see below).

3. Click on New Forum Group. Note – all Forums must sit under or within a Forum Group.

Therefore creating a Forum Group will be the first step.

4. Name the Forum Group. The name should relate to a category or group of topics like

products, support or staff.

5. Edit additional settings if required. Note – the default settings will allow all users to

participate in posting comments on forum topics. It will not allow them to create

forums. This will be restricted to Administrators.


6. Click Save.

7. The forum summary page will appear. The system will also generate 3 sample forums.

These can be edited, renamed or deleted.

8. Click on the Forum Group Sales.

9. The additional forum setting options Security and Features are now available to be

edited.

10. Step 1. Click Security.

11. Edit the follow settings:

Step 2. Click on the Roles Select dropdown option box and highlight any roles that

you want to add and that do not appear in the Roles/User list.

Step 3. Click the + symbol to add the Roles to the Roles/User list.

Step 4. Review the Roles/Users list and edit the permissions by clicking on the

relevant action authorisation icon (green tick or red stop icon).


12. Click Features and edit any relevant options. Note – the default settings will allow users

to post unmoderated comments to any forum topic.

13. Click Save.

14. Click Exit on the top of the control panel.

15. The forum Group Sales has now been created. To create another forum click Control

Panel.


Creating a Forum

1. Click Control Panel.

2. Click New Forum.

3. Click Group / Forum and select the relevant Forum Group that this forum will sit under.

4. Add a forum name in the Forum Name box.


5. Check the Inherit Group Settings box. Note this will replicate the settings from the

Group.

6. Click Save.

Your Forum Group (Sales) and Forum (Products Needed) have now been created.

7. To add a Topic to the Forum click on the Forum Name (in this example - Products

Needed).

8. Click Add New Topic.


9. Complete the relevant sections.

10. Click Submit.

11. The Topic has been added.

12. Click Forums to return to the forums list. Note - click Control Panel in the future to add

Groups, Forums and edit settings.


Banner Gallery

Overview: The Banner Gallery module allows images to appear on the top of a page. The

image will transition into the next image. Banner Gallery images can link to files within the

Document Exchange, email address, site pages and external websites. Note – a minimum of

two Banner images must be operating at any time to allow for the transition process to be

effective. If not, a blank Banner will appear after the transition.

1. Click on the Home Page. A Banner Gallery module has been preloaded onto your MyHub

site Home Page. Should you wish to add a Banner Gallery module to another page

simply drag the module onto the page and into the appropriate pane.

2. Click Edit Page and then Edit This Page.

3. The page will enter edit mode. Click on the Edit Pencil and then New Item.

4. The Banner will need an image to be associated with every new item. Click on Library to

add an image or to select an image that has already been uploaded.


5. Click + Add New.

6. Add images by dragging them into the Add New Media Library box or to upload an

image from your computer click Or Click.

7. Ensure the image has been added. A green tick will appear.


8. Click Close.

9. The image will now appear in the library – repeat this process to add additional images.

10. Click Gallery then + Add New then Set Picture.

11. Select the Image you want to appear in the Banner. Click Add Item.


12. The Image will now be added to the new Banner item.

13. Add a Title for your Banner.

14. Your Banner image can link to a file in the Document Exchange, email address, page

within your site or external website. Users will either hover over the image and then

click on the image to activate the link or you can add text with the text link embedded in

a sentence. In this example the Banner image will link to an external website. The same

process can be used to link to other resources. Click on the Hyperlink Manager icon.


The Hyperlink Manager box will appear with the following options:

15. Enter the destination website address in the URL box.

16. Enter the link text in the Link Text box.

17. Click OK.

The link text word (here) will now appear in the Text Editor. This link word will be

highlighted blue as it will act as the link to the website (or resource) when it is displayed on

the Banner.


18. Add additional words in the Text Editor to let the user know that there is a link and

where the link will take them. Note – do not remove the link text word otherwise the

link will be broken. Add words before and/or after the link text word.

The above text will be now displayed on the Banner image.

19. Edit the optional Publish options. Note – if these options are not edited the default

options will publish the Banner immediately.

20. Click Publish.

21. Repeat the process to add at least one more Banner to ensure the Banner transition

process works.

22. Click on the Banner Gallery arrow back icon to exit.

The Banner will now be displayed on the Home Page with the active link displayed.


Document Exchange

Overview: The Document Exchange module is a file storage facility allowing you to store any

file format up to 50mb in size in folders and/or sub folders. Store files in the Document

Exchange that you want to link to from other pages and modules. Examples would be linking

to a file from a Banner or Feature Content button.

1. Click on the Document Exchange page. A Document Exchange page has been preloaded

onto your MyHub site. Note – you can only have one Document Exchange per site.

2. Overview of functions:

1) Root folder – this is the main folder for your files on the server – this is like the C

Drive or personal drive on a computer. Make all folders sub folders of the Root

folder.

2) Moves from list to icon display mode.

3) Moves from icon to list display mode.

4) Allows you to refresh or sync the folder and sub folders.

5) Create new folder.

6) Manage folder type.

7) Upload or add files.

8) Collapse or expand view.


Adding a Folder

Note - Please do not use any special characters when naming a folder or file. ( ^ ' @ { } [ ] , $ = ! # ( ) % . + ~ )

1. Step 1. Click on the Root Folder.

2. Step 2. Click Create New Folder.

3. Step 3. Name the folder.

4. Click Save.

5. The new folder (Sales) has been created as a sub folder of the Root Folder.

6. Repeat the process to add additional folders to the Root Folder.


Adding a Sub Folder

1. Step 1. Click on the Folder, in this example Sales.

2. Step 2. Click Create New Folder.

3. Name the Folder and set the Folder Type.

4. Click Save.

5. Your Sub Folder has been created. Note – you can add files to both folders and sub

folders.


Adding a File to a Folder

1. Step 1. Click on the relevant folder or sub folder – in this example Sales and then Upload

Files.

2. Step 2. Upload the file by dragging the file into the blue box or click to open the file

browser to upload a file from your computer. Check that the file has uploaded correctly.

3. Click Close.

4. Your file will now be added to the folder.


Additional Folder Management Options

By Right mouse clicking on any folder or file you can access a range of additional options.

1. Select the Folder and File.

2. Right mouse click on the File.

3. Select from the options.


Site Administration

Overview: The Admin area provides access to a number of useful tools and acts as a central

point for common tasks such as Page Management, User Accounts, and Security Roles.

1. Click Admin.

2. Click on the relevant option.

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