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Note: Starting from SamePage 3.4, the 'History Tab' had been replaced with the 'Attachments Tab'.
The history page is now improved and is called Version
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Getting Started
How to register?
The sign in console offers an option for new users to register. Click on the 'New users register' tab to register
Foe more information see User Registration.
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How to extend my 30 day trial?
To extend the 30 day trial contact eTouch SamePage Support
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How can I evaluate eTouch SamePage on my own server?
To evaluate eTouch SamePage on your own server, download the version available on http://downloads.etouch.net.
You need to send a request to eTouch SamePage Support for the evaluation license.
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How to get a list of projects?
Once the user signs in SamePage displays a list of all projects. Clicking on the 'Projects' on the tool bar will also open up the project list page.
For more information see Projects.
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How to sign-in?
Click on the 'Sign-in' tab present on the upper right corner of a page to open the sign-in console. Enter the user name and password and click on 'Sign-in.'
For more information see Projects.
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How to change password?
To change password click on the 'My Settings' link present on the top of the page. In the profile page that opens, check the change password box and type in your old and new passwords.
For more information see Profile.
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How to retrieve a forgotten user name/password?
The sign in console offers an option to retrieve a forgotten user name or password. Click on the option to retrieve your user name or password.
For more information see Projects .
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How to use the toolbar?
The toolbar can be seen on the left side of every page. Click on any of the buttons present to perform the corresponding tasks.
For more information see Toolbar .
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How to modify the user profile?
Click on the 'My Settings' tab present on top of the page. This opens up the profile page, parameters like first name, last name, e-mail address and password can be changed here.Click on 'Update' to save changes.
For more information see Profile.
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How to change user preferences?
Click on the 'My Settings' link present on top of the page. This opens up the profile page, click on the 'Preferences' tab to go to the preferences page. Change any parameter and click on 'Update' to save changes.
For more information see Preferences.
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Working with pages
How to create a new page or a new child page?
To create a new page or new child page, click on the toolbar > new > page
(or) child page
.
While on a page if you click on the create a page button, the new page is automatically created as a child to the current page.
For more information see New page and Children.
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How to view a page?
From the page hierarchy list or the alphabetical display list of pages in a project, click on the page name to open a page for viewing.
For more information see View Tab.
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How to email a page?
Open the page in the view mode and click on the email button
available on the top right hand side to email the page.
For more information see View tab.
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How to get a printable view of a page?
Open the page in the view mode and click on the 'Printable View' button
available on the top right hand side to get a printable view of the page.
For more information see View Tab.
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How to get a PDF version of a page?
Open the page in the view mode and click on the PDF button
available on the top right hand side to see a PDF version of the page.
For more information see View Tab.
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How to edit a page?
Open a page and then click on the 'Edit' button on top to open the page in edit mode or when the page is open in view mode, click on the edit page button on the toolbar to open the page in edit mode. Start editing once the page is open in edit mode. Only users with edit permission will be able to open the page in edit mode.
For more information see Edit Tab.
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How to use the WYSIWYG editor?
The What You See Is What You Get editor makes editing a page very easy. Formatting, editing, saving, adding links, images, plugins, tables etc. can all be done easily by clicking on the various available buttons on the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to disable the WYSIWYG editor?
To disable the WYSIWYG editor go to the 'My Settings' link that is available on the top right hand corner on every page. Under the 'My Settings' tab open the preferences tab and uncheck the WYSIWYG editing option and click on 'Update'.
For more information seePreferences.
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How to edit a page when WYSIWYG editor is disabled?
When the WYSIWYG editor is disabled, Wiki Markup Syntax is used to edit text.
For more information see Simple editor help.
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How to edit a page in HTML format?
On the WYSIWYG editor click on the toggle source button
to switch to HTML format. The page is opened in HTML format also when the WYSIWYG editing option is disabled.
For more information see WYSIWYG editor and Simple editor.
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How to add/ remove formatting from a page?
To add formatting change any of the formatting parameters on the WYSIWYG editor when the page is opened in edit mode. To remove formatting form the page click on the remove formatting button
, available on the second row on the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to add an anchor to a page?
When the page is open in edit mode click on the 'Anchor' button
on the WYSIWYG editor to add an anchor. Enter the anchor name in the pop-up window that opens. To connect to the anchor click on the insert links button and enter #anchorname.
For more information see WYSIWYG editor.
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How to add/ modify an image on a page?
When the page is in edit mode click on the 'Insert/ Modify Images' button
on the WYSIWYG editor. A pop-up window opens when the image location can be specified to insert the image. To modify image properties click on options under the properties tab.
For more information see WYSIWYG editor.
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How to add/ modify a link on a page?
When the page is in edit mode click on the 'Insert/ Modify Link' button
on the WYSIWYG editor. A pop-up window opens where the internal or external URL can be specified . Project pages can also be linked to other pages in the same project or pages in other projects.
For more information see WYSIWYG editor.
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How to add a page or URL while editing a page?
When the page is in edit mode click on the 'Include Page or URL' button
on the WYSIWYG editor. A pop-up screen opens up where the project name and page name to be included can be specified or the URL of the external page to be included can be specified.
For more information see WYSIWYG editor.
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How to add a table on a page?
When the page is in edit mode click on the 'Insert Table' button
on the WYSIWYG editor. Table properties can be changed by clicking on the appropriate buttons on the last line of the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to mark a page as a template?
Pages can be marked as a template when they are opened in edit mode. To mark a page as a template, check the 'Mark page as template' option present just above the editor.
For more information see Templates.
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How to apply an existing template to a page?
A template can be applied to page only when it is opened in the edit mode for the first time. Once the page is saved the option to fill with a pre-existing template is not available.
To apply an existing template to a page click on the 'Choose Template' tab available above the WYSIWYG editor and from the list choose the template that is desired.
For more information see Templates.
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How to add comments to a page?
To add comments to page click on the 'Discussion' tab on that page and add your comments.
For more information see Discussion Tab.
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How to view all versions of a page?
To view all the versions of a page, click on the 'Version' link on that page.
For more information see Version.
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How do you compare any two versions of a page?
Click on the 'Versions' link on that page. Choose any two versions that you want to compare and click on 'Compare.'
For more information see Version.
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How to rollback to a particular version of a page?
Click on the 'Version' link on that page to show all the versions of the page. Check the version you want to rollback to and click on the 'Rollback' button.
For more information see Version.
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How to view all the back links to a page?
While on the page choose the 'Browse Project' tab from the toolbar and click on 'Back Links'. This opens up a page that shows all the back links to that page.
For more information see Back links.
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How to view all child pages of a page?
To view all the child pages of a page select the 'Browse Project' tab and click on the 'Children' tab.
For more information see Children.
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How to change the parent of a page?
To change the parent of a page, open the page in edit mode. Click on the 'Move' button present on the page and choose a new project or any new parent page from then list.
For more information see Move page and Change Parent.
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How to move a page to another project?
To move a page to another project, open the page in edit mode. Click on the 'Move'
button and choose the project name to which the page is to be moved.
For more information see Move Page.
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How to delete a page?
To delete a page open the page in edit mode. Click on the 'Delete' button
to delete the page. However if the page is linked to other pages then it will not be deleted.
For more information see Confirm Deletion.
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How to insert plugins onto a page?
To insert a plugin onto a page, open the page in edit mode. Click on the 'Insert Plugin' button
on the WYSIWYG editor and in the grey area enter the plugin syntax.
SamePage now displays a drop down list when the insert plugin button is clicked. Just choose the type of plugin and the syntax is automatically displayed.
For more on plugins see Packaged Plugins.
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How to pin or dock the toolbar?
To pin the toolbar to the left-hand side of the page click on the pin icon
.
For more information see Toolbar.
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How to rename a page or a project?
To rename a project go to the project administration screen, click on the 'Change Name' tab and then enter the new name and click on update .To rename a page, open the page in edit mode and in the Title section enter the new title or name and click on 'Save.'
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How to save a page?
When changes have been made to a page and the new version is to be saved, click on the 'Save' button
on the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to save a page as draft?
A page can be saved as a draft if the user does not want to publish the page. Click on the 'Save Draft' button
on the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to search for a page?
To search for a page enter the page name or any word in the contents onto the page in the search box on the toolbar. For more search options click on 'Advanced Search.'
For more information see Search.
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How to lock a page for editing?
eTouch SamePage always locks the page when you edit it. The page is kept locked until you click Save button to publish your page. If you don't click Save button and leave the page, you can see it under 'My Draft Pages' when you sign in.
For more information see Edit tab.
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How to create a Table of Contents on a page?
A table of contents can be added by adding a TOC plugin.To add the plugin, open the page in edit mode.Click on the include plugin button on the WYSIWYG editor and in the plugin area provide the syntax for generating the table to contents. Syntax:$TOC{show_div="" div_border_width="" div_border_style="" div_border_color="" div_bgcolor="" show_number="" show_header="" show_anchor=""}
For more information see Packaged Plugins.
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How to set page permissions?
Project permissions generally apply to all pages. To set specific page permissions open the page in edit mode. Click on the permissions button
and set the desired permission.
For more information see Page Permissions.
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How to add a page to favorites?
To add a page to favorites, click on the 'Add to Favorites' button
when the page is open in view mode.
For more information see Favorites.
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How to watch a page?
To watch a page, click on the 'Add to Watchlist' button
when the page is open in view mode.
For more information see Watch list.
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How to avoid sending the users watching a page a change intimation, when only a minor change is made?
To avoid sending users watching a page a change intimation when only a minor change is made, open the page in edit mode. Check the box 'Minor Changes' above the WYSIWYG editor and click on 'Save'.
For more information see Edit Tab.
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How to create a copy of a page?
To create a copy of a page click on the 'Copy button'
on the toolbar. The created page is always titled "Copy of page name."
For more information see Copy Page.
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How to customize a page
To customize a page click on 'My Settings' and go to the preferences tab. Change the attributes to customize your pages
For more information see Preferences.
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How to preview a page?
To preview a page click on the 'Preview' tab on the WYSIWYG editor.
For more information see WYSIWYG editor.
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How to include an RSS feed in a page?
An RSS feed can be added to a page by adding an RSS plugin. To add the plugin, open the page in edit mode.Click on the include plugin button on the WYSIWYG editor and in the plugin area provide the syntax for generating the table to contents. Syntax:$FEED{ref="URL", title="title to display", width="width", height="height", show_desc="true|false", show_heading="true|false", show_heading image="true|false", show_date="true|false", table_style="class name", tr_style="class name" td_style="class name", cols="no of columns to create for rendering", count="no of items to render"}
For more information see Packaged Plugins.
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How to include a calendar in a page?
A calendar can be included on a page by adding a calendar plugin. To add the plugin, open the page in edit mode.Click on the include plugin button on the WYSIWYG editor and in the plugin area provide the syntax for generating the table to contents. Syntax:$CAL{month="mm" year="yyyy" view="full" events="mm-dd-yyyy(time;event1|time2;event2|event3)~mm-dd-yyyy(event4|event5|event6)" }
For more information see Packaged Plugins.
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How to move and change permissions of a page without opening it in edit mode?
SamePage 3.3 offers a new and easy-to-use feature to move a page and to change page permission without having to open the page in edit mode. Click on the 'Actions' tab under the toolbar where both the move function and the permissions function can be found.
For more information see Toolbar .
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How to view a page as a Word document ?
When the page is in the view mode, click on the
icon that can be found on the top right hand side on the page. This will open the page as a word document. However the images will not be available in the word document.
For more information see View Tab.
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How to insert the contents of a Word document onto a page?
To insert the contents of a Word document onto a page, open the page in edit mode and then click on the
icon on the WYSIWYG editor. This will open a pop-up window where you can choose the word document that is to be inserted.
For more information see WYSIWYG Editor .
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How to move a page and change parent simultaneously?
The move and change parent functions have been integrated. From the toolbar, under actions click on the 'Move' option the opened pop-up window will provide options to move the page directly under the desired parent.
For more information see Move page and Change parent.
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How to view the different plugins supported by SamePage?
To see the different plugins supported by SamePage check out Packaged Plugins .
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How to attach the thumbnail of an image onto a page ?
To include the thumbnail of a image onto a page, open the page in edit mode and click on the attach image button on the WYSIWYG editor, click on attach. You can then choose if just the thumbnail of the image or the entire image is to be inserted on the page. To insert only the thumbnail check the box provided.
For more information see Insert Image .
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How to unlock a page that has been previously locked?
A page is locked when the user opened the page for editing and then saves it as a draft. To unlock the page go to My Draft pages and opened the locked page and either save the page or cancel. Once locked, the page can be opened in edit mode only by the person who locked it.
For more information see Edit Tab .
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How to view the attachments on a page?
There are two ways to view the attachments on a page. The first way is to click on the 'Attachments' tab located next to the 'Edit Tab' on the page. This will open a new page showing all the attachments. The second way to see the attachments is to click on the 'Attachments' link on the page. This displays the attachments towards the end of the same page.
For more information see Attachments Tab.
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How to download all the attachments on a page?
T
o download all the attachments click in the 'Attachments' tab and click on the 'Download All Aattachments' button.
For more information see Attachments Tab .
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How to add attachments to a page?
To attach files to a page, click on the 'Attachment' tab and once on the attachments page, you can browse and attach any number of files.
For more information see Attachments Tab.
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How to remove/update attachments?
To remove/update attachments, click on the 'Attachment' tab. The attachments page lists all the attachments with an option to remove/update each attachment individually.
For more information see Attachments Tab.
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How to view the different versions of an attachment?
Open the attachments page by clicking on the 'Attachments' tab. The page lists all the attachments, an
icon preceding the attachment name is an indication that the attachment has been updated atleast once and so has more than one version. Click on the
icon to displat all the versions of that attachment.
For more information see Attachments Tab.
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How to remove comments?
To remove comments from a page, click on the 'Discussion' tab on the page. Click on the 'Remove' option for the comment you want to delete.
For more information see Discussion Tab .
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Working with projects
How to create a new project?
To create a new project, click Toolbar > New Project.
For more information see New Project.
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How to access the project administration?
To access the project administration, click on the particular project name and then Toolbar > Project administration
.
For more information see Project administration.
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How to tell others about a project?
An option to tell others about the project is available on the project administration page of a project.
For more information see Project administration.
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How to request access to a project?
If an user does not have permission to view a page or edit it, SamePage displays and page with a link to request access from the owner. Click on the provided link to request access to that project or page from the owner.
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How to view the hierarchical list of all project pages?
To view the hierarchical list of all the pages of a project, click on the 'Page Hierarchy' button
next to the project name in the project list or click on the project name to go to the project and from there click Toolbar > Browse Project > Page Hierarchy.
For more information see Page Hierarchy.
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How to view a alphabetical list of all project pages?
To view a topical list of all project pages, click on the project name to go to the project and from there click on Toolbar > Browse Project > Alphabetically(A-Z)
.
For more information see Site Index(A-Z listing) .
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How to view a list of templates for that project?
To view a list of all the templates of that project, click on Toolbar > Browse Projects > Templates
.
For more information see Template List .
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How to view Wanted Pages of a project?
To view a list of wanted pages of a project, click on Toolbar > Browse Projects > Wanted Pages
.
For more information see Wanted Pages.
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How to view Orphan Pages of a project?
To view a list of orphan pages of a project, click on Toolbar > Browse Projects > Orphan Pages
.
For more information see Orphan Pages.
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How to view Recently Modified pages of a project?
To view a list of recently modified pages of a project, click on the Toolbar > Browse Projects > Recently Modified Pages
.
For more information see Recently Modified Pages.
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How to view news for a project?
To view news items of a project, click on the project name and then once inside the project, click on Toolbar > News.
For more information see