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SiteApex Administration Help & Tutorials

Please use the topic links below to see a list of tutorials for that particular topic or module. Or you can use the search button to search for help on a specific topic. 

Note: there are a few non-default modules listed here. Please contact sales if you are interested in any of these modules.

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Linking to a File or Image

If you would like to link directly to a file or image like this (an example link to our old pdf training manuel), here are the steps to follow....

  1. Type or copy/paste the text to be linked in the editor
     
  2. Click and drag your mouse over the text that you want to link to the file or image. The text should now be highlighted.

     
  3. Click on the LINK icon in the editor
    SiteApex Editor Links
     
  4. The Link pop-up box will appear.
    SiteApex Link Properties Box
  5. Click on Browse Files to upload an image or file or choose an existing file.
  6. To upload a new file Click "Add File"  in the top menu to browse the computer for your file. Find it and click Open". The file will be uploaded into the files list. These files display in alphabetical order.
  7. Click on your file name or thumbnail and click "Select". You can also double click on the file to choose it.
  8. You will be taken back on the properties page to adjust any settings. We highly recommend setting up a title. Go to the Advanced Tab to set a Advisory Title.
  9. Under the Target Tab you can choose how you want the file to open. We recommend "New Window".
  10. When completed click "Ok".

Quick TIPS for Filenames

  1. No spaces
  2. Use alphanumeric characters (avoid symbols etc., hyphen – and underscore _ are OK)
  3. Use logical filenames

Examples
photo 1.jpg: not a good filename because it doesn’t describe the contents of the file, and the filename contains a space
redballoon.jpg: is a good filename, as you know exactly what the file contains and the name contains no spaces
red@balloon.jpg: an invalid filename because of the symbol contained in the filename