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 Note: Tags were referred to as Topics in all SamePage versions before 3.3
Project Administration was refered to as Project Dashboard in all versions of SamePage before 3.3
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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 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
in SamePage 3.3
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' tab that is available on the top right 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 view 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 as a 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 'History' tab on that page.
For more information see History Tab.
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How do you compare any two versions of a page?
Click on the 'History' tab on that page. Choose any two versions that you want to compare and click on 'Compare.'
For more information see History Tab.
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How to rollback to a particular version of a page?
Click on the 'History' tab of 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 History Tab.
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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 Plugins' button
on the WYSIWYG editor and in the grey area enter the plugin syntax.
in SamePage 3.3 . 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 the 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 seeEdit 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 ?
Viewing a page as a Word document is a
feature in SamePage 3.3. 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?
in SamePage 3.3 .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?
in SamePage 3.3. 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 ?
SamePage 3.3 provides an option 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. Then you can 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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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 is 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 News.
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How to add comments to a page?
To add comments to a page click on the 'Discussion' tab on that page and add your comments.
New in SamePage 3.3. Comments can be added to a page when it is opened in edit mode.Just enter the comments in the place provided and save the page.
For more information see Edit Tab and Discussion Tab.
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How to view in-progress pages of a particular project?
To view the in-progress pages of a project go to the project page by clicking on the project name from the project list and then,click on toolbar > browse project > my draft pages'
.
For more information see In progress pages.
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How to view the in-progress pages of all projects?
A list of all draft pages of all projects is displayed on the right side of the projects list page.
For more information see Projects.
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How to browse a project by tags?
To browse a project by tags, click on the project name from the project list to enter the project, then click on toolbar > browse project > tags
.
For more information see Tags.
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How to export a project?
Enter the project administration by clicking on toolbar > project administration > export button
in the advanced action section.
For more information see Project administration.
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How to take a backup of a project?
Enter the project administration by clicking toolbar > project administration > download button
in the advanced action section. This will download a Zip file containing the entire project onto the local drive.
For more information see Project administration.
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How to restrict visibility of a project?
Project visibility can be restricted for non members by setting appropriate permissions through the project attributes section on the project administration screen.
For more information see Project administration .
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How to set project permissions?
Project permissions can be set by selecting the
appropriate permissions through the project attributes section on the project administration screen.
For more information see Project administration.
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How to import a project?
While creating a new project, SamePage offers an option of importing another project to the new project. Click on the 'Import' button and choose the project you want to import from your local machine. It is necessary to export a project before importing it into another project instance.
For more information see
New Project.
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How to initialize news, forum and support for a project?
Enter the project administration by clicking on the project administration button on the toolbar and once there scroll down to the advanced actions section. Then check the news, forum and support options.Then click on 'Initialize'
. To initialize just one function, select just that function and click on 'Initialize.'
For more information see Project administration.
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How to delete a project?
To delete a project go to the project administration of that project and click on the 'Delete Project' tab under the project attribute section.
For more information see Project administration.
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How to view the analytics of a project?
The analytics function can be accessed by clicking on the 'Analytics' tab on the toolbar.Analytic are a new feature in SamePage 3.3. They allow the users to see a graphical view the most viewed page and the most active (edited) paged of a project in any specified time period
For more information see Analytics.
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How to add/edit tags?
In SamePage 3.3 adding/editing tags is very easy. Open the page in view mode and towards the end of the page you will find the tags option. If the page is already tagged, it will be displayed. Click on edit to edit the existing tab or add to add a new tag.
For more information see Tags.
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How to export a project as a PDF?
in SamePage 3.3. To export a project as PDF, click on project administration from the toolbar and under the advanced actions section click on the 'Download as PDF' button.
For more information see Project Administration.
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How to view alerts?
in SamePage 3.3. Alerts are displayed on the projects page. Once the user signs in and goes to the projects page he/she will be able to view the alerts if one is active.
For more information see
Alerts.
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How to easily see the most used tags?
in SamePage 3.3. Click on the tags link when the page is opened in view mode and a page will be opened displaying all the tags in the project. The most used tag will appear larger and stand out in the group.
For more information see Tags.
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How to filter projects alphabetically?
SamePage 3.3 provides alphabetic filtering ability on the projects page. Click on the alphabet to view all projects starting with that alphabet.
For more information see Projects.
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Project Administration
How to change the attributes of a project?
Project attributes can be changed through the project administration. Go to the project administration page for that project and the project attributes section where attributes like project name, description and access for non-members can be changed.
For more information see
Project administration.
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How to set project access level for a non members?
Project access levels for non members can be set through the project administration screen. Go to the project administration screen for that project and the access can be found under the project attributes section.
For more information see
Project administration.
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How to add/remove members from a project?
To add/remove members from a project, click on the edit/view permissions tab on the project administration. A pop-up window opens displaying the members. Click on show only non members and you can give them read, member or admin status.
For more information see
Project administration.
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How to add/ remove groups from a project?
To add/remove groups from a project, click on the edit/view permissions tab on the project administration. A pop-up window opens displaying the groups that are members to that project. Click on show only non members and you can give read, member or admin status to non member groups.
For more information see
Project administration.
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How to delete news/forum/support?
To delete news/forum/support for a project enter the project administration for that project and in the advanced action section set the 'perform action on' drop down box to which ever space that is to be deleted and click on delete. To delete all these spaces, set 'all' in the drop down box.
For more information see
Project administration.
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How to promote members/non-members to administrators?
To make members/non-members administrators, go to the administration for that project and click on the view/edit permissions link. Set the 'Show only' drop down box to either members or non members as required and for the users who are to be made administrators click on the
icon to make it a
icon under the administrator column.
For more information see
Project administration.
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How to republish the entire project?
To republish a project go to the administration of that project and click on the republish button available under the advanced action section.
For more information see
Project administration.
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How to re index a project?
To re index a project go to the administration of that project and click on the re index button available under the advanced action section.
For more information see
Project administration.
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How to browse a project offline?
To browse a project off line the project has to be first downloaded. To download a project go to the administration of that project and click on the download button available under the advanced action section.
in SamePage 3.3, a project can be exported as a PDF also.
For more information see
Project administration.
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Domain Administration
How to access domain admin console?
To access the domain admin console, click on the domain administration button
on the toolbar. This is available only for domain administrators.
For more information see
Administration.
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How to update the domain account settings?
Click on the domain administration button on the toolbar to enter the domain admin console. Once on the page click on 'Account Settings'
to view and update the account settings.
For more information see
Account Settings.
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How to create users in the domain?
Click on the domain administration button on the toolbar to enter the domain admin console. Once on the page click on 'Create Users'
. Enter the information in the format: username, email, firstname, lastname. Click on 'Create' to create the user.
For more information see
Create User.
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How to delete/inactivate users in a domain?
To delete/inactivate users in a domain, click on the domain users
icon. Search for the user by entering the username or just the first letter of the user name. This displays a list of all the users with usernames that begin with that letter. Click on the username to see the user's status and either delete/inactivate the user.
For more information see
Domain Users.
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