| UPLOAD |
To upload a new
request to the WSD workflow process, complete the following steps (then
click one of the "Finish Request" buttons):
| 1 |
Type the path and name of
the template on your computer into the Local Filename data
entry field located to the immediate right of the UPLOAD button. |
Instead of typing the file name, you may
click the Browse button to select the file. |
| 2 |
Click UPLOAD
to upload the template. |
WSD displays a confirmation screen after the upload is
finished. |
| 3 |
Click Ok on the confirmation screen to return to this
screen. |
|
|
| VIEW REQUEST |
Displays the
uploaded or newly created template's HTML source.
Note for all but E-mail
templates: To view a Sample of how template the will look
when published, click "View Sample" before selecting this function.
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. |
| CREATE ONLINE |
Select this function if you wish to create
the new template online or edit the Uploaded template.
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 create 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 CREATE ONLINE. |
WSD displays the
applicable window so you can create your template. When you finish
entering the text, 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 ADD 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 template 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. |
