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User Manual

3.2.1909

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Using the Document Portal

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The inbuilt NovaCore Web Publisher is a powerful tool that allows users to access framework and DMS documents online.

 

To go to the NovaCore online portal select the green Web Publisher tile on your Dashboard or type the URL that is on the tile into your browser's address field.
 
ScreenHunter_476 May. 15 09.21

 

A home web page will open up that looks like this:

 

ScreenHunter_477 May. 15 10.38

 

There are three different document areas within the document portal. These are Web Forms, Public Documents and Private Documents.

 

Web Forms

Select Web Forms to view a list of Web Forms that you or other NovaCore users have created. Select a web form to open it.

 

Public Documents

To view approved documents that have been published as public documents select the link to Public Documents from the home page. This will take you into the public document area. See the image below for an explanation of the different sections of the area. To view a document, select the document and download it.
 
webportal

 

Private Documents

To view approved documents that have been published as private documents select the link to Private Documents. Note that this area of the portal is password protected and you will have to log in. Once you have logged in, the Private Document area functions in the same way as the Public Document area described above. To view a document, select the document and download it.
 

Note

In the case of DMS documents, library folders must be published in order for their child folders to be published.

 

How to Publish to the Document Portal

To publish documents to the Document Portal the frameworks and/or folders that you want published need to be configured; then the documents need to be marked for publishing and they need to be approved.
To configure the system to publish documents to the portal see:

Framework Specific Publishing Settings

DMS Publishing Settings

 

Once everything has been configured be sure to enable individual document to be published (see Publishing for detail).