How-to Guide

Getting Started
  1. How to register
  2. How to extend my 30 day trial
  3. How to evaluate eTouch SamePage on my own server
  4. How to get a list of projects
  5. How to sign in
  6. How to change password
  7. How to retrieve a forgotten user name/password
  8. How to use the toolbar
  9. How to modify the user profile
  10. How to change user preferences
Working with Pages

  1. How to create a new page or a new child page 
  2. How to view a page 
  3. How to e-mail a page
  4. How to get a printable view of a page
  5. How to get a PDF version of a page
  6. How to edit a page 
  7. How to use the WYSIWYG editor
  8. How to disable the WYSIWYG editor
  9. How to edit a page when the WYSIWYG editor is disabled
  10. How to edit a page in HTML format
  11. How to add/ remove formatting from a page
  12. How to add an anchor to a page
  13. How to add/modify an image on a page
  14. How to add/modify a link on a page
  15. How to add a page or URL while editing a page
  16. How to add a table on a page
  17. How to mark a page as a template
  18. How to apply existing templates to a page
  19. How to add comments to a page 
  20. How to view all versions of a page 
  21. How to compare any two versions of a page 
  22. How to rollback to a particular version of a page 
  23. How to view all the back links to a page 
  24. How to view all the child pages of a page
  25. How to change the parent of a page
  26. How to move a page to another project
  27. How to delete a page
  28. How to insert plugins onto a page
  29. How to pin or dock the tool bar
  30. How to rename a page or project
  31. How to save a page
  32. How to save a page as a draft
  33. How to search for a page
  34. How to lock a page for editing
  35. How to create a table of contents on a page
  36. How to set page permissions
  37. How to add a page to favorites
  38. How to watch a page
  39. How to avoid sending the users watching a page, a change intimation, when only a minor change is made
  40. How to create a copy of a page
  41. How to customize a page
  42. How to preview a page
  43. How to include an RSS feed in a page
  44. How to include a calendar in a page
  45. How to move and change permissions of a page without opening it in edit mode
  46. How to view a page as a word document
  47. How to insert the contents of a word document onto a page
  48. How to move a page and change parent simultaneously
  49. How to view the different plugins supported by SamePage
  50. How to attach the thumbnail of an image onto a page
  51. How to unlock a page that has been previously locked
  52. How to view the attachments on a page
  53. How to download all the attachments on a page
  54. How to add attachments to a page
  55. How to remove/update attachments
  56. How to view the different versions of an attachment
  57. How to remove comments

 


Working with Projects

  1. How to create a new project
  2. How to access the  project administration 
  3. How to tell others about a project 
  4. How to request access to a project
  5. How to view a hierarchical list of all project pages 
  6. How to get a alphabetical list of all project pages
  7. How to view a list of templates for that project
  8. How to view the wanted pages of a project 
  9. How to view the orphan pages of a project 
  10. How to view  the recently modified pages of a project
  11. How to view news for a project
  12. How to add comments to a page
  13. How to view in-progress pages of a particular project
  14. How to view the in-progress pages of all projects
  15. How to browse a project by tags
  16. How to export a project
  17. How to take a backup of a project
  18. How to restrict visibility of a project
  19. How to set project permissions
  20. How to import a project
  21. How to initialize news, forum and support for a project
  22. How to delete a project
  23. How to view the analytics of a project
  24. How to add/ edit tags
  25. How to export a project as a PDF
  26. How to view alerts
  27. How to easily see the most used tags
  28. How to filter projects alphabetically 


Project Administration
  1. How to change attributes of a project 
  2. How to set project access level for a non member
  3. How to add/remove members of a project
  4. How to add/remove groups from a project
  5. How to delete news/forum/support
  6. How to promote members/non members to administrators 
  7. How to republish the entire project 
  8. How to re-index a project
  9. How to browse a project off line

Domain Administration
  1. How to access the domain admin console 
  2. How to update the domain account settings 
  3. How to create users in the domain 
  4. How to delete/inactivate users in the domain 
  5. How to  invite users to join the domain 
  6. How to allow anonymous users to view the domain 
  7. How to allow users to self register into the domain
  8. How to create groups in a domain
  9. How to add/remove users from a group
  10. How to invite users in bulk
  11. How to activate an user in a domain
Packaged Applications
  1. How to initialize forums for a project
  2. How to view forums in a project 
  3. How to create a new thread in a forum 
  4. How to add comment to an existing forum thread 
  5. How to initialize support for a project
  6. How to view the support section of a project 
  7. How to create a new support ticket 
  8. How to update an existing support ticket
  9. How to create a blog
  10. How to customize your blog
  11. How to add a post
  12. How to edit an existing post
  13. How to delete a post
  14. How to create an album
  15. How to use Team Blogging



System Administration


  1. How to access the system administration console
  2. How to check and change the system parameters
  3. How to reset the cache
  4. How to access the log viewer
  5. How to view the active sessions
  6. How to view schedules
  7. How to view the jobs that are running
  8. How to view job logs
  9. How to start/stop a scheduled task
  10. How to view SamePage, server and license information
  11. How to create alerts
  12. How to edit user information
  13. How to transfer ownership from one user to another



 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 





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?

To 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