- Click on the Modules icon and select Manual.
- Go to the Administration menu, then click Manuals.
- Click the three dots in the top right and select New Manual.
- Enter a Title for the manual.
- Select the Folder where you want to categorize it.
- Enter a Display Order (e.g., enter 0 to have it appear first).
Under Node Type, choose:
- Content to upload a Word document.
- Form to link an existing electronic form.
- URL to link an external resource.
- Visible to All Accounts or specific accounts in your fleet.
- Click Save as Draft to preview or continue later.
- Click Publish to make the manual live.
Adding Manual Sections (Nodes)
- Click the three dots on your manual and select Add Node.
- To create a chapter, enter the display order as 1.0 for Chapter 1 or 2.0 for Chapter 2.
- To create a subsection, add a node under the respective chapter and enter the display order as 1.1, 1.2, etc.
This enables the expand/collapse functionality.
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