enfold-desktop-tutorial

Enfold Desktop Tutorial

Adding content to the Health Alliance Knowledge Center is easy to do using the Enfold Desktop Client. When using the Enfold Desktop Client to add items to Plone, Plone will automatically add all of the individual items in the folder to the Knowledge Center.

After downloading and installing the client, you will need to create a new session to connect to the server. Please contact the Health Alliance webmaster at webmaster@healthalliance.org if you need the server connection information Once you have the Health Alliance session properties configured, you are ready to add content to the Knowledge Center.

• 1. Open up Enfold Desktop and then open the Health Alliance Enfold Session.

• 2. Choose "groups" folder to add documents to an Activity Group.

• 3. Navigate to the correct group folder that you need.

• 4. Find the folder that you want to upload on your local computer/drive. Then "drag" it into the Enfold Desktop window. Note: It is easy to do if you have 2 windows open.

• 5. You will see a "copying" progress box popup. Wait for the files to upload.

• 6. Once you have uploaded the files, check to be sure the "Title" is correct. You can make changes by right clicking and choosing "Properties". This is important as whatever is listed as the title will show up in Plone.

• • change the "Title" name.

• 7. Next, go to the Knowledge Center to see the folder and clean up any items if necessary. Sometimes, a few items will show up in the navigational menu that you would like to hide. That is easy to do. Click the item, and then choose "edit".

• • Next choose "settings".

• Now, choose "Exclude from navigation" and click save.

• And remember to make sure that your folder and items are published if you want to make them public. By default the items are set to "private".