FAQ

Admin

How do I change an Admin to an Editor or a Reader?

Click Users in the menu -> Select Manage Users -> Write part of the username in the search field -> Make sure you tick the checkbox "Show Admins" and click search -> Click the user -> Select the new usertype from the dropdown box.

How do I delete a manual?

If you want to delete a manual you can click the trash bin corresponding to the manual. Note that the manual is not deleted, it is archived and your Admin can recreate it if needed.

I created a new Reviewer role, but he can not approve documents, what is wrong?

Contact the support. The Reviewer role needs to be connected to the correct step in the workflow to be able to approve documents.

How do I delete a user?

Go to Users -> Manage users -> Find your desired user -> To delete the user click the trash bin corresponding to the user. Please note that any data connected to the user is deleted as well, like comments and so fourth. For Reviewers, Admins and Editors we recommend that the user is inactivated.

How do I change permissions for a role?

Go to Users -> Roles -> Click Permissions corresponding to the role you want to change -> Tick the checkboxes of the categories the role is to have access to.

How do I change a username?

You contact Support, with information about the current username and the desired new username.

What is the difference between an Admin and an Editor?

An Admin has access to all manuals, can edit and review everything, create and delete users, set up manual templates and much more. An Editor can only edit the manuals the editor is allowed access to.

How do I add a user?

Click Users -> Add user -> Fill in the required data -> Click "Add".

How do I change the notification email?

Go to “Settings” in the blue menu on the left, click on “Emails” and you will see all the emails you can send out from the system. Click on a type of notification email and you can change its content from here. We recommend that you do this accompanied by the Web Manuals Support staff.

How do I set up Operational Critical Documents?

Click Users -> Devices then select Configuration. Here you can set up categories containing Operational Critical Documents

How do I see if my tablets have all Operational Critical Documents?

Click Users -> Devices Here you can see a list of all devices connected to your system via the app, and in the column "Documents" you can see how many of the Operational Critical Documents the tablet has downloaded.

How do I reactivate an archived manual?

Click Documents -> Archived Documents Here you can see all archived documents, select one of them and choose what category you want to recreate it in.

Can I export to word?

Yes you can, contact the support and they will export the document to word for you.

Why can I not select a manual in the Compliance Library?

Make sure you have the correct manual name, and make sure that the manual name is not beginning with a space.

Can I get an email with a list of read-performance on all my users?

Go to “Settings” in the blue menu on the left -> “Emails” and select “Add an Escalation Email” in the top right corner. Now select “Escalation Email” in the list and you can edit its content or settings from here.

Editor

Why is Chrome not showing the Web Manuals Toolbar?

Your Chrome version is probably out of date, and should be updated

How do I move a manual from one category to another?

Open the manual -> Mouse over Settings -> Select Distribution Categories -> Now select the categories you want the manual visible in by ticking the checkboxes.

How do I center a Table?

Tables can currently only be left or right aligned, a way to center the table is to make the tables width 100% of the page. Right-click the table -> Choose Table Properties -> in width write 100% -> This will make the table always be the full width of the page. Alternately, it is possible to create a table with 3 columns and making it invisible. Then you can create the table you want centered in the middle column of your invisible table.

I am generating a large PDF, and it results in "Timed Out", what do I do?

Your browser has timed out against the server, but the server is still generating the PDF. Update the tab in a while and you will see that the PDF has completed generating.

Why do my word files not show in the App?

The App only shows Web Manuals files and PDF files.

How do I create a new first page in a chapter?

You can not create a new page before the first in a chapter. What you do instead is that you create a new page after the first one, and move the content of the first page there, so that the first page in the chapter now is empty.

I do not need one of the pages in my manual anymore, how do I delete it?

Open your manual, go to the page you want to remove. In the top left corner click the "Delete Page"/"Archive Page". In case the manual has been published you can only archive the page, thereby the page is marked for archiving, it is not included in the published version and it is removed in the next revision.

How do I create a PDF of a manual without a watermark?

Open the manual -> Go to View Document -> At the bottom you can generate a new PDF file of the manual, make sure the watermark box is not ticked, and click Generate.

How do I upload a signed approval

Open the manual -> Mouse over settings in the manual menu -> Select Revision Archive -> Click the Revision number -> Select the upload button next to "Signed Approval" and select the signature file -> Click update. Note that the link to the signed approval is only visible in the published version of the manual in reader view.

How can I change the Revision Number and where do I find the option?

Open the manual -> Click Prepare -> Click the green prepare “Prepare next revision” button -> Now select your revision name and revision date, optionally you can add an Issue name and specify pages if you want the revision to be a partial revision. To change the current Revision name -> Click Prepare -> Click the current Revision name -> Change the Revision name.

How do I publish a manual?

Make sure that all pages are in final -> Click the Publish menu item -> Click the Publish button.

How do I change the workflow of a manual?

Open the manual -> select Settings -> select General Settings -> In the dropdown box corresponding to workflow, select the new workflow for the manual.

How do I add a second page to Table of Content?

If you want to create a second page of TOC you do the following: Page 1 has the settings: Number of lines to show: 20 Number of lines covered by other TOCs: 0 Page 2 has the settings: Number of lines to show: 20 Number of lines covered by other TOCs: 20 (these are the lines shown on the first page) Page 3 has the settings: Number of lines: 20 Number of lines covered by other: 40 Page 4: 20 60 And so forth.

Why can my reviewer not see my manual?

First make sure that your pages are “in review”. Now go to the review tab in the grey manual menu, and tick the box “Available for review” in the top right corner. This allows all reviewers who have access to this manual to review this manual in the reader.

How do I change a chapter title?

Open the manual -> Go to Page Structure -> Click the small white box with the black pen in it, corresponding to the chapter first page -> Type in the new chapter name.

I press check and I receive a lot of warnings, what do I do?

The warnings are there to help you, if you get "Update Needed" warnings, you need to go to the pages and update the modules, if not the modules will be published with out of date content. If you get "Chapter begins on even page" or "Chapter contains an uneven number of pages" You should add one or more pages to the manual to make the printed version correct.

I accidentally put a single page in draft, how do I put it back in Final?

Revisions and delete the unpublished revision of the page by clicking on the small “X”. This will push your page back to the previous revision of this page.

I accidentally put my entire manual in Draft, what do I do?

Contact Support, we can revert all pages with no changes don't to them back to the previous published version.

My manual does not have a revision number, why?

You need to prepare a new revision, open the manual -> Press Prepare -> Press the “Prepare next revision” button -> Define a Revision name and date.

My pages are named after the headings on the previous pages in my Page Structure, why?

Pages in Page Structure are named after the latest heading. If you want to name a page, just add a heading on the top of the page.

How do I create a Partial Revision?

Go to Prepare -> Select Specific pages -> Here you can select the pages you want to include in the current revision. All other pages in draft will still be in draft for the next revision.

How do I set up a MEL table easily?

In the Text editing tool, select Insert MEL Table -> Select if you want portrait or landscape -> Select how many rows you want -> Select the ATA chapter you want to describe -> Click OK

I need to create several file documents, can I upload multiple file documents at the same time?

Yes! When you create a new file document, after selecting upload then you can select multiple files and when you click Add, then all the files will be created as separate documents.

Can I draw my table myself?

Yes! When you have created a table, right-click it and select table properties. Set table borders to 0 (zero). Now you can draw each cell border individually with the table tool next to the table creation button in tools.

Can I easily create a checklist?

Yes! In the text tools select the checklist button and choose how many rows you need. Now you can write on left and right side of the checklist and it will adapt to your text.

Can I add text colours and backgrounds?

Yes! Just have your Admin contact the support and they will request the colours needed.

Why can I not publish my manual?

Make sure that all pages are in final and that you have created a revision.

Why can I not create a revision?

Contact your admin, so that he/she can give you the right access to edit the manual.

I have a manual where I need my headings to be a different size, what do I do?

Have your Admin contact the support. They can create a new manual skin for you with different heading sizes.

Why are my headings not being automatically numbered?

The editor does not show the numberings of the headings, if you press "Preview" you should see the heading numberings. In case you do not see heading numbers for the smaller headings in Preview, it is because the automatic numbering is only set active on heading 1-3. To activate the numbering up to heading 6, you do the following: Go to “Settings” in the blue menu on the left and select “Document Type”. Click on the corresponding document type you are working with and change the heading numbering in the drop down menu from here. Please note: if a document is already in use, you cannot change heading numbering afterwards for this document type. In this case, you need to create a new document type and connect your manual to it. To do so, go to “Settings” in the blue menu on the left and select “Document Types”. Click “Add document type” in the top right corner and choose the correct heading numbering from the drop down menu. Now go to your manual and change the document type from here to the new document type that you just created.

My manual only numbers heading 1-3 but does not number heading 4-6, how do I number all the headings?

This happens because the manual is set to only number the first 3 headings. This can easily be corrected. Go to “Settings” in the blue menu on the left and select “Document Type”. Click on the corresponding document type you are working with and change the heading numbering in the drop down menu from here. Please note: if a document is already in use, you cannot change heading numbering afterwards for this document type. In this case, you need to create a new document type and connect your manual to it. To do so, go to “Settings” in the blue menu on the left and select “Document Types”. Click “Add document type” in the top right corner and choose the correct heading numbering from the drop down menu. Now go to your manual and change the document type from here to the new document type that you just created.

Reader

I logged in using the password provided in a welcome mail, now trying to log in for the second time, the system claims that I have an incorrect password, why is this?

Your welcome email contains a single use password, and a link. Click the link and change your password as soon as you have logged into the system. Contact your admin or support for a new password.

I forgot my password, what do I do?

Contact your administrator or Support, they will generate a new welcome mail for you, so you can change your password.

When I print from the reader the page content is small and it has a strange link information in header and footer.

Select Margins -> Select Minimal and turn off Header and Footer in print options.

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