The eCandidus™ Document Portal is an easy and efficient method of publishing documents to a web site, so outside parties can view them.  The portal is based on the idea of subscriptions.

Subscriptions

A subscription is the electronic version of a storage box.   It holds pages of information, that can be organized in folders.

Accounts

An account is the key to accessing a group of subscriptions.   Each account has a user name and password.

 

Creating an Account

Any entry in the Address Book can be made into a Document Portal account.  Simply view the entry, and set the user name and password entries found in the Document Portal tab:

 

Creating Subscriptions

Creating a subscription for the account is accomplished by clicking on the info button in the Subscriptions area, and selecting Create New:

You can also create the subscription by double-clicking on an empty subscription.

 

Editing Subscription information

The following information can be entered for each subscription:

Field	Meaning
Name	The name of the subscription.
Expires On	The last date that the subscription is viewable by the account.  If left blank, no limit is set.
Can Upload	Account can upload to the subscription.

 

Publishing to a Subscription

You can publish to a subscription from any Document or Form screen:

Note that the Subscription button is enabled.  Clicking on the button displays the Subscription selection screen:

Simply click on the address and subscription and enter the folder specification, if any wanted.  Click on the OK button to send the document or form to the subscription.

 

Accessing the Document Portal

The accounts can access the Document Portal using any browser.  Simply add /eCandidusPortal to your web site URL:

Entering the name and password, then clicking on the Log In button, logs the account in.

 

Selecting a Subscription

When an account logs in, a list of all of the subscriptions is displayed:

Clicking on any subscription name displays the subscription.  Also the user can enter a word or phrase to seach for, which are displayed when the Find button is clicked:

 

Navigating the Subscription

A subscription is displayed in an easy-to-understand format:

The name of the subscription is displayed at the top, with up to twenty five pages.  At the bottom, a page guide is displayed.  Clicking on any page group displays those pages:

If any sub-folders are available, they are displayed on the right side.  Clicking on the folder image displays the folder:

Note that when you are in a sub-folder, the folder name is added to the subscription and a image of the parent folder is displayed on the left side.

Clicking on any page displays that page in more detail:

When viewing one page in a folder that has multiple pages, you can navigate to the next and/or previous pages by using the page images on the right side:

 

Uploading to a Subscription

When the upload option is turned on, Accounts can add documents to the subscription.  In this mode, the folder view will have an extra option added to the bottom:

You can browse for a file in your computer by clicking on the browse button.  Once you have selected a file, clicking on the Upload button copies the file to the subscription.

The file uploaded does not need to be an image file (PDF, TIFF, JPEG, etc) but can be of any type.   Image files are reduced to individual pages.  If the file cannot be reduced to individual pages, it is kept as a single file and the appropriate application icon is displayed in its place.