System Files Management

Given the WebChart solution’s foundation, modifications and customizations are a simple process that merely involve uploading the appropriate file(s), as needed. These simple types of customizations can be seen throughout various parts of the solution. For example, review the Portal Management documentation for branding needs and customizations, as they relate to associated available portals. Overall, and as a general practice, customizations are a user-friendly, easy process, which can be seen throughout the solution.

Managing System Files

The System Files manager displays the currently uploaded system files. There are several columns of the layout, which point to various details of the files. By clicking the Manage System Files link while revising or removing files, this overview layout can be accessed at any time. From the table, a preview or link to the file is made available, along with the upload time, revisioning history, edit date, storage type, and file alias for easy identification. The Edit and Delete links provide quick access to modification options and removal, as well. From this same page, there is an Add System File link available in the upper-right corner, which provides a means to upload additional system files, if necessary.

Add System Files

There are various ways system files can be utilized, so to add to or manage these files ensure the appropriate security permissions have been granted, and note the following:

  1. Navigate to the Control Panel.
  2. Click the System Files tab.
  3. Click the Add System File link.
  4. When the Add File section loads, use the Choose File button to choose the local file needing uploaded.
  5. After selecting the file, determine the appropriate Storage type from the dropdown.
  6. Provide a File Alias, which serves as an easy-to-understand name, for quick access.
Note
If the file being uploaded is replacing an existing default image, do not change the alias provided. Depending on the intended purpose of the system file, the alias is the identifier for system-wide compatibility.
  1. Write a Description to assist with differentiation, or for additional detail, that may help with file utility.
  2. Click the Add file button.
  3. Upon upload, a confirmation will display, along with its revision status.

Edit/Delete System Files

The more common use of the System Files manager is seen with corporate branding, where updating the system logo and letterhead, for example, is quick and easy.

Editing System Files

To update or edit system files:

  1. Navigate to the Control Panel.
  2. Click the System Files tab
  3. Click the System Logo Edit link in the Options column, or the System Letterhead Edit link, depending on what is needing updated.
  4. Click the Choose File button, and choose the local file to replace the current file in context.
  5. If the Storage type and File Alias are appropriate, provide a Description.
  6. Click the Edit file button.
  7. Upon upload, a confirmation will display at the top of the screen, listing the File Alias and its revision status.

Deleting System Files

Deleting system files is no more difficult than adding or editing a file:

  1. In the System Files tab, click the Delete link in the Options column of the file needing removed.
  2. An alert will display to verify the interest in deleting the specified file. Click OK.
  3. A confirmation will then display at the top of the System Files page.
WebChart Documentation
Last Build: Wed, 08 Sep 2021 00:26:00 EDT Legacy Documentation