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Follow these steps to add a quick start file to Web Viewer.

  1. Create an html file for the quick start guide. The file will need to follow the sample format below.

    1. Each <div id="div1" class="container"> will become one page in the quick tip guide.

    2. Images can be used in the html file, but they will need to be referred using a specific syntax as described below and placed in a sub folder called Documents/Content.

  2. Create a new document in Manager.

    1. Add the quick start document to the document in Manager. Add all the translations needed.

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    1. Image Added
  1. Set meta data on the document in Manager.

    1. Set Label="quicktips" or Identity="quicktips".

    2. Name that allow search, e.g. "Quick tips"

    3. Add specifications that are searchable but not visible to make the document searchable. E.g. add "Help" as a specification.

    4. Ensure to set mode as "IncludeInPublish" to ensure the document is included at publish despite not being added to a catalogue.

  2. Manually copy images used in the html to the site. The images shall be placed in this folder <site>/Documents/Content/ on the editor server.

  3. Update profile.config to enable quick start guide

    Code Block
    // These changes are no longer needed in profile.config,
    // as they are moved to configurable-property-values.config and are editable via the administrator UX)
    //  <QuickStartGuideEnabled>true</QuickStartGuideEnabled>
    

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  1. //   <QuickStartGuideNextPreviousButtonEnabled>true</QuickStartGuideNextPreviousButtonEnabled>
    //   

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  1. <QuickStartGuideDocument identity="quicktips"/>     or     <QuickStartGuideDocument label="quicktips"/>
  2. Login to the Web Viewer as Administrator, go to the user dropdown menu to select Administrate, select Configuration, and scroll down to select Introduction

    administrate.pngImage Added

    configuration.pngImage Added

  3. In the Introduction settings, tick checkbox QuickStartGuideEnabled to enable the Quick Start Guide, Specify the QuickStartDocument name and Identity ( “quicktips - Help” in our case), and tick the QuickStartGuideNextPreviousButtonEnabled if you are using an HTML page which consists of several subpages (note that this setting does not need to be enabled if your guide is a PDF document).

    intro.pngImage Added

  4. Save changes and check if the “Quick Tips” option has appeared in the user dropdown menu

    QuickTips.pngImage Added


Info

Note!

Note that images are to be placed in Documents/Content folder and are referred using the "Content?fileName" syntax as below.

  <img style="vertical-align:middle" width="800px" src="Content?fileName='image2.png'"/>

If a specific css is used for the Quick start, use the same method and place the css in Documents/Content folder.

  <link rel='stylesheet' type='text/css' href='Content?fileName=quicktips.css' media='screen'/>

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It is also possible to add a pdf-based quick start guide. If this is the case, follow this procedure.

  1. Add the document to Manager and set metadata according to step 2 and 3 above.

  2. Update the profile.config according to step 5 above, but omitt the QuickStartGuideNextPreviousButtonEnabled tag since it cannot be used in a pdf.

Changing an existing quick start guide

Follow these steps:

  1. Changing an existing quick start guide by finding the existing quick start guide in document storage. Typically filter the storage on “quick”. Ensure to allow search on label, identity and persistent identity.

  2. Select to upload a new version of the file by clicking the file select icon.

    Image Modified

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  1. Publish the changes.

If you wish to get the original file and make changes to it, the file has to be retrieved from the server. The file is located in the site folder’s sub folder for documents. Each language version is located in a language sub folder. Typically this is at:

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Filter by label (Content by label)
showLabelsfalse
max5
spacesASKB
showSpacefalse
sortmodified
showSpacetypefalsepage
reversetrue
typelabelspageQuick Help Tips
cqllabel in ( "help" , "quick" , "tips" ) and type = "page" and space = "ASKB"labelsQuick Help Tips
Page Properties
hiddentrue


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