| UPLOAD |
To upload a new request to the WSD workflow process, complete the
following steps (then click one of the "Finish Request" buttons):
| 1. |
To begin the upload process, click UPLOAD.
|
The Upload File window displays
|
| 2. |
Type the path and name of the file on your local computer
into the Local Filename data entry field located to the left of the Browse
button. |
Instead of typing the file name, you may
click the Browse button to select the file. |
| 2. |
Click UPLOAD to
upload the file. |
After the file has uploaded, the "Template Upload Complete"
screen confirms the upload. |
| 3. |
Click Ok on the confirmation screen to return
to this screen. |
|
|
| VIEW REQUEST |
Displays the template's HTML source.
Note for all but E-mail
templates: To view a Sample of how template the will look
when published, click "Create OnLine", next select "View Sample"
and then click "Preview." After dismissing the preview window, click
"Cancel" to return to this screen.
Warning:
Because templates are only fragments of HTML code, a template may NOT
display properly in "View Sample" mode, depending on your browser's ability
display incomplete pages!
|
| PROPERTIES |
Displays the Properties screen for the template. |
| EDIT ONLINE |
Select this function if you wish to edit the template online.
Note: You may see two radio buttons labeled WYSIWYG or Text, based your user permissions
and the type of template.
| 1 |
Select the method for creating your template: WYSIWYG
or TEXT |
WYSIWYG
(Does not apply to E-mail templates) - WSD supports two WYSIWYG editors
-- EditLive! (included with WSD Pro) and eWebEditPro (may be purchased
independently) -- so you can edit your template online. If
you have both editors installed, you can select your preferred editor
on the User Preferences screen. Note:
This selection only displays if your site owner has licensed
the WYSIWYG editors and the WYSIWYG server drivers
have been downloaded and installed from the WSD download area. If the
message "No WYSIWYG editor is installed" displays,contact your System
Administrator.
TEXT - WSD provides a browser editor screen so you can create
your HTML template online. Note that due to browser constraints,
templates created this way may not exceed 32k bytes. |
|
2 |
Click EDIT
ONLINE. |
WSD displays the
applicable window so you can edit your template. When you finish,
click UPDATE AND RETURN to
save the information and return to this screen. Then click one of
the "Finish Request" buttons. |
|
| Finish Request:
SUBMIT or PUBLISH |
SUBMIT
(WSD Pro)
When you have finished and are ready to submit this request
into the Workflow process, select this function. WSD saves the new request
and displays the Request Processed screen with the following information:
- the approval stage into which the new request was placed,
- the Request Type and the pathname and filename of the document
- A button titled: RETURN TO SUBMIT NEW REQUEST, which
will return you to the Submit New Request screen, and
- if you use
Single Window mode (set in User Preferences) and you have permission to access, edit,
or approve requests in the stage, a button labeled GO TO
<Workflow Stage Name> (the workflow stage into which
the new request was placed)
PUBLISH (WSD Advanced)
When you have finished and are ready to publish this request, select
this function. WSD publishes the new request and displays the Request
Processed screen confirming the MODIFY and the following information:
- a link to view
the published page in a new browser window.
- a button titled:
RETURN TO SUBMIT NEW REQUEST, which will return you to the Submit
New Request screen
|
| Finish Request: SAVE |
Saves the new request and places it in your Submission
workflow stage. This is a private workflow stage where you can submit and work on requests before submitting
them into the workflow process. Note: Requests in your Submission stage can only be viewed
by you and the System Administrator. |
| Finish Request: CANCEL |
Displays the Confirm Cancel Request screen where you will be prompted to confirm cancellation of this
request. |
