Below is a list of buttons and their functions available to PolicyConnect Administrators.
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User View Clicking this icon will toggle between the administrator and client user views. This icon is located within the top menu bar. |
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Update Clicking this icon will send a request to check for CompliSpace content updates. This icon is located within the top menu bar. |
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Edit Clicking this icon will perform one of three functions, depending on its location. When clicked within a Quick Link section, this icon will open a Quick Link section for editing. When clicked within a Quick Link, it will open a Quick Link for editing. When clicked within a user generated page, this icon will open a User Generated Content page for editing. |
Save Clicking this icon will perform one of two functions, depending on its location. When clicked within the left-hand navigation menu, changes made to page visibility will be saved. When clicked within a Quick Link section, changes made to the Quick Link section will be saved. |
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Export/Share Clicking this icon will open a menu allowing PolicyConnect Administrators to export a module or page within a module for printing or conversion to PDF, or create a public link for a page. This icon is located within the top right-hand corner of any given page. |
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Deactivate Clicking this icon will perform one of two functions, depending on its location. When clicked within a Quick Link section, this icon will deactivate a Quick Link section. When clicked within a Quick Link, this icon will deactivate a Quick Link. |
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Add Clicking on this icon will allow a PolicyConnect Administrator to add a Quick Link to a Quick Link section. This icon can be found as the last item in the list of Quick Links within a given Quick Link section. |
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History Clicking on this icon will allow a PolicyConnect Administrator to view the version history of a Quick Link. This icon can be found within the editing bar of a given Quick Link. |
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Delete Clicking this icon will perform one of two functions, depending on its location. When clicked within a Quick Link Section, this icon will delete a deactivated Quick Link Section. When clicked within a Quick Link, this icon will delete a deactivated Quick Link. |
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Settings Clicking this icon will open the administrator settings screen, taking the user to the context library. This icon is located within the top menu bar. |
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Revert Clicking this icon will perform one of two functions, depending on its location. When clicked within a Quick Link Section, this icon will reinstate a deactivated Quick Link Section. When clicked within a Quick Link, this icon will reinstate a deactivated Quick Link. |
For information on general user navigation tools, please see our General User Navigation Tools guide.
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