Kokanee PTA Training Guide: Add Financials Documents

This guide is to help add new documents to the Newsletter section of the website.

Introduction

Periodically financial documents need to be uploaded to the website. Below are the steps to do this.

Add Document to Document Library

Navigation: Sign in as an admin – Content – Document Library – PTA Financials

  1. Download the document from email to a location on your computer.
  2. Keep the file name that was used (note: you can update if you want to make sure it follows a consistent format).
  3. Click on Admin – Content – Document Library – PTA Financials.
  4. Click on Upload to this Folder.
  5. Navigate to the location where the document is stored.
  6. Click on Open and the file will begin to upload to the site document library.

Add Document to Webpage

  1. Open a new browser window.
  2. Navigate to Home – PTA 6.10.22 Information – PTA Budget/Financials

  1. Click on the pencil icon in the top left corner of the page. This is only visible to people with admin access. (Note: The key is visible because this is a restricted page and only certain users are allowed to access this page.)
  2. Click on the source code icon in the Content Header.

  1. Highlight the last row of the table from <li> to </li> and copy.

li

<h4<strong<a href=" Financials/Aug 2014 Financials.xlsx" target="_blank">2014 Aug PTA Financial Report</a</strong</h4>

</li>

  1. Insert a new row after the </li> code that you just copied.
  2. In the new row, paste the text that you just copied.
  3. Then highlight the old document name like the above highlighted.
  1. Return to the first browser window or navigate back to the Document Library.
  2. Navigate to the row of the correct document name just uploaded.
  3. Click on the document icon under the address column to get the web address.
  4. Select all and copy the information.
  1. Return to your second browser window and paste the location of the newly uploaded document (Yellow Highlight).
  2. Manually Type “Year Month PTA Financial (or Annual) Report” into the code. See Green Highlight below.

li

<h4<strong<a href=" Financials/Sep 2014 Financials.xlsx" target="_blank">2014 SEP PTA Financial Report</a</strong</h4>

</li>

  1. Click on Ok.
  2. Click on SAVE. If you do not save, all work will be lost.
  3. Click on the newly added row(s) to confirm that the document does open correctly.

Back Up Code

In case anyone erases or the code gets corrupt. Here is a copy of the original source code.

ul

<li<a href=" target="_blank"<strong style="color: #3d6e92; font-size: 1.5em; line-height: 1.6em;">2014_03_09 PTA Financial Report</strong</a</li>

li

<h4<strong<a href=" Financials/PTA Budget Report_2013_11_13.pdf" target="_blank">2013_11_13 PTA Financial Report</a</strong</h4>

</li>

li

<h4<strong<a href=" Financials/2013-2014 Approved Budget 9_19_2013.pdf" target="_blank">2013_9_19 PTA Approved Budget</a</strong</h4>

</li>

li

<h4<strong<a href=" Financials/Annual Report 2013-2014.pdf" target="_blank">2013 - 2014 PTA Annual Financial Report</a</strong</h4>

</li>

li

<h4<strong<a href=" Financials/July 2014 Financials.xlsx" target="_blank">2014 July PTA Financial Report</a</strong</h4>

</li>

li

<h4<strong<a href=" Financials/Aug 2014 Financials.xlsx" target="_blank">2014 Aug PTA Financial Report</a</strong</h4>

</li>

</ul

div

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<p<strong<span style="color: #0033cc;"<span style="color: #0033cc;"&nbsp;</span</span</strong</p>

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01/2/15

Author: Carrie McKenzie