Portal Quick Guide
 

How to access:

1. Go to www.auberle.org On the left side, click “Board Portal”
2. Enter the login name and password you received via email. Click “Log In”

Please change your password if you haven’t done so already (Mandatory for security reasons):

1. Use the menu on the left of your screen, click “Tools”
2. Click “Member Options”
3. Click “Login Options” and fill in information to change password.
4. At top of screen, click “Save” (First icon in above menu) Do Not omit this step, your password will not be changed.

How to view Documents:

1. On the left of your screen, Click “Documents”
2. Choose then Click the folder that contains the documents you wish to view. (i.e. All Board Documents)
3. Click file link to open the document you wish to view (i.e. Board Book – Feb 2008)

How to print PDF documents:

1. Click the Print button or go to File, Print.
2. Click Properties to set any additional options available such as color.
3. Indicate which pages (pages numbers are seen in the menu bar of the PDF) you want to print, and then click OK.

You must have Adobe Acrobat Reader 6.0 or greater installed on your computer to view the PDF files. If you have problems opening the document you probably don't have Adobe Acrobat installed. Download free Adobe Acrobat Reader software for your computer at: www.adobe.com/products/acrobat/readstep.html

Using Built in Navigation (Bookmarks):

When viewing a PDF document using Adobe Acrobat Reader you can navigate the text using the built-in navigation system (Bookmarks). Depending on what version of Acrobat reader you have installed, opening Bookmarks vary. The icon to open the Bookmarks is located towards the upper left hand corner of the PDF viewer and will look like:

OR

Accessing the calendar:

There are two ways to gain access to your calendar from your site: Click Calendar in the Menu OR from the web office home page, click View This Week, View This Month, or View 31 Day Month in the Calendar section.

Switching calendar views:

At the top-left of the view, there are three tabs labeled Day, Week, and Month. Switch to the view you want by clicking the tab with the same name.

**By default the Calendar feature opens to your personal calendar in which you can use to help keep track of all your meetings and other events. Board events have been already posted to your calendar for you and will be updated regularly for you. If you wish to view ONLY the Board calendar Click the dropdown and select All Board Calendar.

How to add an event to your calendar:

Click New button in the Command Bar at the top of the page and fill in or change appointment title, date, time etc…

Seeing what is in discussions:

To go to the Forums page, click Discussions in the Menu. On the Forums page, you see something like the following: Click the forum you want to read.

Click the subject of a message to read it. To advance to the next message in the topic, click next. To go back to the previous message, click previous.

How to reply:

You can reply to any message in an ongoing discussion topic. To reply to a message in an ongoing discussion, select the discussion and message, and click Reply in the Command Bar.
1. Fill in the information about your message:
2. Click Save in the Command Bar. Your message is posted instantly.

PLEASE NOTE: The administrators of your site can customize the site so that only the features they select appear in your site. For that reason, you might not see all the features described in the HelpCenter.

How to Sync With Your Outlook Calendar
Follow these steps if you're using the synchronization tool on your site with Microsoft Outlook® for the first time.

Download and install Intellisync:
1. Select Tools > Utilities from the Menu. The WebOffice Utilities page appears.
2. Click the Synchronization link. The Synchronize page appears.
3. Mark the checkbox to accept the Terms of Service.
4. Click the Download Now button.
5. Follow the InstallShield directions and download Intellisync to your computer desktop.
6. Double-click the Intellisync icon on your desktop. The files self-extract and install on your computer's hard drive.

Back up your data:
Before synchronizing, you must back up your data in Microsoft Outlook.

To back up your Microsoft Outlook data:
1. In Outlook, select File > Import and Export.
2. Select Export to a file, and then click Next.
3. For file type, select Personal Folder File (.pst), and then click Next.
4. Select the folder you want to synchronize.
If you're synchronizing calendar information, select the Calendar folder, and then click Next.
5. Accept the default file location and options, and then click Finish.

Synchronize

To synchronize with Microsoft Outlook:
1. On your computer desktop, click Start > Programs > WebEx > Intellisync for WebEx to launch the sync client software.

2. Enter the web address for your site: www.auberle.webexone.com , your login name, and password, and then click OK.

3. Click Configure and follow the prompts to choose the applications you want to synchronize.