Administration: Portal appearance and layout Answer:
1. Hover over Actions 2. Select Portal settings 3. Navigate through the tabs to set up colours, add logo etc
...
Document management: Upload document Answer:
TeamEngine supports all file formats. It is however recommended to upload pdf’s as the format enables functions such as annotations and e-signing. For best quality ...
Document management: Document properties Answer:
1. Click on the menu next to the document
2. Select Properties3. Navigate through the tabs to take part of information such as Viewing and Send ...
Calendar: Create a meeting Answer:
1. Open the Calendar in the left-hand menu 2. Create event 3. In first tab, Meeting, add all practical details 4. Add Participants if you ...
Survey Manager: Create Questionnaire Answer:
Questionnaire title and introduction.Add the questionnaire's title at the very top. Below it you have the option to add an introduction to the questionnaire. Insert ...
Insider list: Create an Insider List Answer:
To create an insider list, start by opening the Insider List module in the left-hand menu.
Hover over Create at the very top and select New ...
Module settings Insider Manager: Insider Manager Module Settings Answer:
Open the Insider Manager module in the left-hand menu and hover over the downward pointing arrow in the module menu. Select Module settings.
Advanced
It is important ...
Meeting Zone: About Meeting Zone Answer:
The Meeting Zone is used to view documents, connect to video conference and it is also where you can make your own and see other ...
Survey Manager: Create survey Answer:
To make a questionnaire available to participants you need to create a survey. You will find the option 'Create survey' in several places. Firstly in ...
Meeting Zone: Create annotations Answer:
To create annotations, click the Annotating Tools icon in the top menu. The menu will open and you may choose which of the tools you ...