Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step

Action

Expected Result

1

Download this file Contact_Template.zip, and save to your desktop.

 

1

Click Portfolio Templates from the left-hand menu.

The 'Manage Portfolio Templates' list page is displayed.

2

Click Import at the top of the screen.

The 'Import Template' page appears.

3

Click Select File next to the 'Template File' textbox.

The Resources 'Add Attachment' page is displayed.

4

Click Add and then Upload Files from the menu.

The 'Upload Files' page is displayed.

5

Enter the following:
Next to File to Upload Click , click Browse to locate the Contact_Template.zip file that is located on your desktopyou downloaded in step 1.

The 'File to Upload' and 'Display Name' fields are populated with the file information.

6

Click Upload Files Now

The 'Add Attachment' page redisplays the 'Contact_Template.zip' file under 'Items to attach'.

7

Click Continue

The 'Import Template' page re-appears with the name of the zip file populated in the Template File textbox.

8

Click Import  Import

The 'Manage Portfolio Templates' page re-appears with the imported template now listed.

9

Click Publish

The 'Publish' link disappears.

Script Resources

Attachments