How Do I Add PDF Documents to the System?
This lesson will instruct you how to add PDF documents to the backend system. Once you have entered the documents that you would like to add, these documents can then be "synced" to your iPad ePCR application for easy offline viewing.
Once you are logged into the backend system, please hover your mouse over the "REFERENCE MATERIAL" tab, and you will notice a "MANAGE CATEGORIES" sub-tab. Please click on the "MANAGE CATEGORIES" sub-tab.
You will then see the "Manage Categories" page. Rather than have your PDF documents being displayed in a long list, you will have the ability to organize your PDF documents into categories and sub-categories. Before we continue, please note the hierarchy that is used before a user will see their PDF document.
- CATEGORIES -> SUB-CATEGORIES -> PDF Document
Please click on the "NEW CATEGORY" button.
On the screen that pops up, please enter your desired category name and click "CREATE."
Your new name will now be displayed in the "Manage Categories" section.
Hovering your mouse curser to the right of the new category name will display a drop-down with additional options to select from. You can either "Edit" the category name, "Delete" the category, or "Add Subcategory."
Please click on the "Add Subcategory" option to add a sub-category to the category. (note: Every category must have at least one sub-category)
Enter the desired sub-category name and click the "CREATE" button.
Your new sub-category will now be displayed below the main category. The arrow (triangle) to the left of the category name can be used to open or collapse the sub-category list.
Once you have successfully created your categories and sub-categories, you are now ready to start uploading PDF documents into the backend system.
Please click on the "REFERENCE MATERIAL" tab located at the top of the screen.
Click on the "UPLOAD" button to start uploading PDF documents.
From this screen, you have the ability to upload and name your PDF document. Please see the field descriptions below:
- Name: The desired name of the PDF. This name does NOT have to match the actual name of the PDF. This field will make it easy for your personnel to identify with the PDF.
- File: Clicking the "FILE" button will allow you to browse your local computer for the PDF that you would like to upload. Once you have selected your PDF, the system will assign the PDF a random filename. (Note: max PDF file size is 1.0 MB)
- Category: This drop-down will display the list of categories/sub-categories that you have created in the earlier steps. Please select the sub-category to which you would like to assign the pdf.
- Comments: This voluntary comment box is used for your personal information and will NOT be synced to the iPad application. For example, you can put the expiration date of the PDF, or other comments that only the Admins will be able to see.
Once you have entered all the necessary information, click the "SAVE" button.