SUBMIT NEW REQUEST - DOCUMENTS

This screen begins the Submit New Request process. It allows you to change the "Default" Request Category (Documents), Current Directory, and (for all but new content) content to be submitted into the WSD workflow. If you are submitting a request for a Template, select Templates in the drop-down window.

Workflow Stage 

The default workflow stage for your system displays under the screen title. This may or may not  be the stage into which your request will be submitted. The workflow stage for your request will be based on the Approval Class, as follows:

• If you have been assigned an Approval Class, the new request will be placed in the Default Workflow Stage for your assigned Approval Class.
• If you have not been assigned an Approval Class, and the subdirectory for your new request has an assigned Approval Class, your request will be placed into the Default Workflow Stage for the subdirectory.
• Otherwise the request will be placed in the stage displayed under the screen title. The Default Approval Class for your system was assigned on the System Configuration screen.

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.

Locating Existing Content

If you are submitting a request to modify existing content and DO NOT KNOW where the content is currently published, you may create a request with a ficticious filename. Use the "Comments" to provide the necessary information so the document 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 Current Directory data entry area and then click  Live Submit. A pop-up window lists the available Live Submit functions (Add/Upload, Modify, etc.), and displays your site's home page in a Browser window. Starting with your home page, navigate to the page you wish to submit, then click the applicable function on the Live Submit pop-up window. 

Directory Navigation

To navigate to the location on the web site where your content is to be published, use one of the following methods:

• Type the full path into the "Current Directory" field. If your User Preferences are set to Menu= Java, then click  . WSD redisplays this screen with the list of directories (and files in that directory) in the "Directories and Documents" or "Current Documents" list. 
• You may also complete the following steps until the "Current Directory" field displays the correct directory: 
  1. Select (highlight) a directory name in the "Directories and Documents" or "Current Documents" list. 
  2. Click either   or the "Change Directory" button to re-display this screen with the new path in the "Current Directory" field.
  3. For other than Add/Upload Requests, locate and highlight the content in the list and select the applicable function button.

Note: If the directory and/or filenames are truncated and your display allows you to view a wider browser window, you may reset your screen width setting on your User Preferences screen.

To back up one directory level, WSD provides one of the following methods depending on your User Preferences settings:

• Click  to re-display this screen with the new path in the "Current Directory" field.
• Select the first entry in the list ("..") under "Directories and Documents" or "Current Documents" -- then click Change Directory" to re-display this screen with the new path in the "Current Directory" field.

Warning: If you do NOT navigate to a directory before using the Add/Upload function, the location to which the document should be published will have to be set on the document's Properties screen prior to publishing.

Function Buttons

The Function Buttons take you to the appropriate screen where you will enter information about your request before it is submitted. You may also View existing content listed in the "Directories and Documents" or "Current Documents" list. To begin the submission process:

1. In the "Directories and Documents" or "Current Documents" list, navigate to the applicable directory in which the new content is to be located, or in which current content is located.
2. For all of the functions below (except Add/Upload and Live Submit) select (highlight) the name of a file in the "Directories and Documents" or "Current Documents" list.

User	Your First and Last Name (e.g. John Doe) and your User Name (e.g. doeboy)
Request Category	A drop-down list that allows you to change the default value of "Documents" to "Templates." If you wish to submit a Template request, highlight Template in the drop-down list. Depending on your "User Preferences," WSD will either automatically display the next screen or you must click  to complete your selection. WSD will display the Submit New Request - Template screen.
Current Directory	The location where the document associated with your request will be/is located. The initial value is determined by your permissions and can be changed using one of the two navigation methods described under Directory Navigation above.
Directories and Documents or Current Documents	A scrollable list of Directories and Files in the "Current Directory."
CHANGE DIRECTORY  or	These buttons allow you to change to a different directory when used with one of the the two methods of navigation described under "Directory Navigation" above.

FUNCTIONS:

LIVE SUBMIT	When you select this function , WSD displays 2 windows: a vertical pop-up window that lists the available Live Submit functions, and a browser window thatdisplays a page from your web site, depending on your location when you selected Live Submit. If you selected Live Submit from the WSD Submit New Request screen, your web site's home page displays. If you navigated to a specific WSD subdirectory or highlighted the subdirectory in the Directories and Documents list, the index for that subdirectory displays.
VIEW DOCUMENT	Select a filename from the list and then click this button to display the selected content in a browser window.
PROPERTIES	Select a filename from the list and then select this button to display the Properties screen for the content.
ADD/UPLOAD DOCUMENT	Click this button to display the Add/Upload Document screen.
DOWNLOAD DOCUMENT	Select a filename from the list and then click this button to download the content to your local computer. Your browser's download function prompts you for the location on your local computer to which the selected content will be downloaded.
MODIFY DOCUMENT	Select a filename from the list and then click this button to display the Modify Document screen.
COPY DOCUMENT	Select a filename from the list and then click this button to display the Copy Document screen.
MOVE DOCUMENT	Select a filename from the list and then click this button to display the Move Document screen.
RENAME DOCUMENT	Select a filename from the list and then click this button to display the Rename Document screen.
DELETE DOCUMENT	Select a filename from the list and then click this button to display the Delete Document screen.
RETURN	Click this button to return to the previous screen.

 

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