...
Step | Action | Expected Result |
|---|---|---|
1 | Download this file Contact Template 2.7.zip, and save to your desktop. |
|
1 2 | Click Portfolio Templates from the left-hand menu. | The 'Manage Portfolio Templates' list page is displayed. |
2 3 | Click Import at the top of the screen. | The 'Import Template' page appears. |
3 4 | Click Select File next to the 'Template File' textbox. | The Resources 'Add Attachment' page is displayed. |
4 5 | Click Add and then Upload Files from the menu. | The 'Upload Files' page is displayed. |
5 6 | Next to File to Upload, click Browse to locate the Contact Template 2,7.zip file that you downloaded in step 1. | The 'File to Upload' and 'Display Name' fields are populated with the file information. |
6 7 | Click Upload Files Now | The 'Add Attachment' page redisplays with the 'Contact_Template.zip' file under 'Items to attach'. |
7 8 | Click Continue | The 'Import Template' page re-appears with the name of the zip file populated in the Template File textbox. |
8 9 | Click Import | The 'Manage Portfolio Templates' page re-appears with the imported template now listed. |
9 10 | Click Publish | The 'Publish' link disappears. |
...