SUBMIT NEW REQUEST

This screen begins the Submit New Request process whereby you select a directory, submission type, and (for all but new content) content or template to be submitted into the WSD workflow. 

NOTE: If your request is for an existing document that was originally created via WSD, but modified/re-published to the site by some other method (for example, FTP), you will receive a message asking if you want to submit the published version or the WSD version. If you select WSD, you will be submitting the previously published version, not the current version on the web site.

The four selection bars - Menu Bar, Tool Bar, Address Bar and Function Bar - provide access to WSD functions. You may hide  or display  any or all of these bars.

• Menu Bar -
  The four drop-down lists on this bar (File, View, Tools and Help) provide you to select functions via the text drop-down lists selections. These lists include the same functions as those provided by icons on the Tool Bar and Function Bar.
• Tool Bar -
  This bar provides icon selections for access to your User Preferences, Submit New Request (to the default submission stage), Help screens and Tutorials:
  • Access your User Preferences screen by clicking  located on the Tool Bar
  • Start up the Live Submit function for the Root Directory by clicking  on the Tool Bar. Note:To initiate Live Submit for another directory, first select that directory by typing the directory name in the Address data entry area, and clicking .  You may also change to a different directory by highlighting the directory name in the Folder Navigation (left) column.(right) column. See "Locating Existing Content/Template" below.
• Address Bar -
  Allows you to manually navigate to a directory by first typing in the full path to the directory, then clicking . 
• Function Bar -
  This bar provides icon selections for access to screens that allow you to perform functions associated with requests to add and maintain content on your site.

Workflow Stage 

The default workflow stage for your system displays under the screen title in the upper right portion of the screen. The value will always reflect the submission stage into which requests will be placed, based on the following:

1. If you have been assigned an Approval Class, the new request will be placed in the Default Workflow Stage for your assigned Approval Class.
2. If you have not been assigned an Approval Class, and the subdirectory displayed in the Address space has an assigned Approval Class, the value will reflect the submission stage for the Approval Class assigned to the subdirectory.
3. If none of the above are true, the request will be placed submission stage assigned to the Default Approval Class for your system (assigned on the System Configuration screen).   

Locate Existing Content/Template

This screen also allows you to locate existing content/template files if you do not know their location or filename. If you are submitting a request to modify existing content , you may create a request with a ficticious filename. Use the "Comments" to provide the necessary information so the document or template can be located by someone else in the workflow process.

You can also use Live Submit to locate and submit the content.  Make sure there is no directory name in the Address data entry area, then click  Live Submit on the Menu Bar.  A pop-up window lists the available Live Submit functions (Add/Upload, Modify, etc.), and displays your site's home page in another window. Starting with your home page, navigate to the page you wish to submit, then click the appropriate function on the Live Submit pop-up window.

Icons/Functions

The icons located on the Function Bar take you to the appropriate screen where you will enter information about your request before it is submitted. You may also View existing content/template on this screen. To begin the submission process:

1. Open the Documents or Templates folder in the Folder Navigation (left) column.
   • For non-template content, first open Documents. Then click Web Site Root Directory and navigate to the applicable directory in which the new content is to be located, or in which current content is located.  You may also type the directory name in the Address data entry area, and click  .  A list of the existing filenames within the selected directory displays in the File Selection (right) column.
   • For templates, first open Templates. Then, click on the name of the template type. You may also type the template name in the Address data entry area, and click  .  A list of the existing templates for the selected type displays in the File Selection (right) column.
2. For all of the functions below (except Add/Upload) you must first select (highlight) the name of a file or template in the File Selection list. 

View Directory Properties	Located above the Folder Navigation column, select to view the Properties for the Directory displayed in the Address data entry area. Properties that can be viewed are Directory Path, Section Label, Description, Approval Class and Flags.
View Document/Template	Select to display the selected content in your browser window. If you are viewing a template, only the template's HTML code will display.
View Document/Template Properties	Located above the File Selection column , select to display the properties for a highlighted file/template name. Displays the Document Properties or Template Properties screen.
Create an Add/Upload Request	Select to add new content or a new template to the directory/template type displayed in the Address data entry area. Displays the Add/Upload Document or Add/Upload Template screen.
Create a Modify Request	Select to modify the highlighted content/template. Displays the  Modify Document  or Modify Template  screen.
Create a Rename Request	Select to rename the highlighted content/template. Displays the Rename Document or Rename Template  screen.
Create a Copy Request	Select to create a copy of the highlighted content/template. Displays the Rename Document or Rename Template screen.
Create a Move Request	Select to move the highlighted content/template to another directory. Displays the Move Document screen. This function is not available for Templates.
Create a Delete Request	Select to create a request to delete the highlighted content/template. Displays the Delete Document or Delete Template screen.
Download Content/Template	Select to download the highlighted content/template to your computer.
or  Document Editability Flag	Displays whether this content is Editable () or NOT Editable () within WSD. Hovering over this icon will display the "Title" property for this content.