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Portal Templates

Upload a Template

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Once a template is created, it must be uploaded to the C-level. It must then be “installed” in the C-level. In other words, the C-level must be directed to its location.
How to Upload a Template:

  1. Go to Tools > File UploadThe following screen will appear:If it does not appear, make sure you have pop-ups enabled.
  2. Click on “Browse” and select a file to upload.
  3. If the file should be uploaded to a sub-directory (e.g. “images”), enter it in the appropriate field.
  4. Click on “Upload File”

How to Install a Template:

  1. Go to Edit > Preferences
  2. Select the “Portal Templates” tab
  3. The following screen will appear:
  4. Enter the names of any templates in the appropriate text boxes.
  5. Click on  

Sample Email

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The following is an example of a template for the email that a new registrant receives when they request a pin. Create your own email in Notepad, and save it as a “.txt” file. The varibles with %%_%% will be replaced with the user’s data. Do not forget to replace “your C-level number”.

Error Page

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The following is an example of an HTML body of a template for the “Forgotten Pin” page:

<FORM action=”%%portal_account_action%%” method=”%%portal_account_method%%” name=”%%portal_account_name%%”>

<H4>Error Detected</H4>

Problem: %%msg%%

%%portal_pin_hiddendata%%

</FORM>

This creates the following display:

The Forgotten Pin Page

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The following is an example of an HTML body of a template for the “Forgotten Pin” page:

<FORM action=”%%portal_forgottenpin_action%%” method=”%%portal_forgottenpin_method%%” name=”%%portal_forgottenpin_name%%”>

<H4>Forgotten your PIN?</H4>

<br><br> To send yourself a new PIN number, please supply the following information.

<br><br>
First Name
<input type=”text” size=20 maxlength=30 name=”%%portal_forgottenpin_givenname_varname%%” value=”%%portal_forgottenpin_givenname_value%%”>

<br>
Surname
<input type=”text” size=20 maxlength=30 name=”%%portal_forgottenpin_surname_varname%%” value=”%%portal_forgottenpin_surname_value%%”>

<br>
Email Address
<input type=”text” size=70 maxlength=255 name=”%%portal_forgottenpin_email_varname%%” value=”%%portal_forgottenpin_email_value%%”>

<br><br>
Once you submit, we’ll email you a new PIN number so that you may login.

<br>
<INPUT name=”%%portal_forgottenpin_cancelbutton_name%%” type=submit value=”%%portal_forgottenpin_cancelbutton_value%%”>

<INPUT name=”%%portal_forgottenpin_sendbutton_name%%” type=submit value=”%%portal_forgottenpin_sendbutton_value%%”>

%%portal_forgottenpin_hiddendata%%

</FORM>

This creates the following display:

The Change Pin Page

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The following is an example of an HTML body of a template for the “Change Pin” page:

<FORM action=”%%portal_account_action%%” method=”%%portal_account_method%%” name=”%%portal_account_name%%”>

<H4>Change Your Existing Pin Number</H4>

<br><br>
To change your Pin number, please provide us with your email address and your current pin number.

<br>
Email:
<input type=text name=%%portal_pin_email%% size=70 maxlength=150>

<br>
Old Pin Number:
<input type=password name=%%portal_pin_old%% size=25 maxlength=25>

<br>
New Pin Number:
<input type=password name=%%portal_pin_new1%% size=25 maxlength=25>

<br>
Re-type Pin Number:
<input type=password name=%%portal_pin_new2%% size=25 maxlength=25>

<br><br>
<INPUT name=”savebutton” type=submit value=”Save Changes”>
<INPUT name=”cancelbutton” type=submit value=”Cancel”>

<br><br>
%%portal_pin_hiddendata%%

</FORM>

This creates the following display:

Account Created Page

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The following is an example of an HTML body of a template for the “Account Created” page:

<FORM action=”%%portal_account_action%%” method=”%%portal_account_method%%” name=”%%portal_account_name%%”>

<H4>Account Successfully Created</H4>

<br><br> We’ve just sent you a pin number so you can login to our website.

<br><br> Your new pin number can be acquired from your email account at %%PEMAIL%%.

<br><br> If you’d like to change the pin number, click on ‘Change your pin number?’ found on this page or on the login page.

<br><br> To advance to the login page please press the ‘Login’ button below.
<br><br><br><br>

<INPUT name=”%%portal_account_loginbutton_name%%” type=submit value=”%%portal_account_loginbutton_value%%”>
<br> %%portal_step1_forgotpinURL%%

<br><br> %%portal_account_hiddendata%%

</FORM>

This creates the following display:

Create a New Account

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The Create a New Account Page

The following is an example of an HTML template for the “Create a New Account” page:

<FORM action=”%%newaccount_action%%” method=”%%newaccount_method%%” name=”%%newaccount_name%%”>

To setup your new account, please provide us with the following information. <br><br>
First Name
<input type=”text” size=20 maxlength=30 name=”%%newaccount_givenname_varname%%” value=”%%newaccount_givenname_value%%”>
<br>
Initials
<input type=”text” size=9 maxlength=30 name=”%%newaccount_middlename_varname%%” value=”%%newaccount_middlename_value%%”>
<br>
Surname
<input type=”text” size=20 maxlength=30 name=”%%newaccount_surname_varname%%” value=”%%newaccount_surname_value%%”>
<br>
Email Address
<input type=”text” size=70 maxlength=255 name=”%%newaccount_email_varname%%” value=”%%newaccount_email_value%%”>
<br>
Primary Key1
<input type=”text” size=30 maxlength=50 name=”%%newaccount_key1_varname%%” value=”%%newaccount_key1_value%%”>
<br><br>
Once you submit, we’ll email you a pin number so that you may login.
<br>
<INPUT name=”%%newaccount_cancelbutton_name%%” type=submit value=”%%newaccount_cancelbutton_value%%”>
<INPUT name=”%%newaccount_savebutton_name%%” type=submit value=”%%newaccount_savebutton_value%%”>
%%newaccount_hiddendata%%

</FORM>

This creates the following display:

Step 2: The Portal Page

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<FORM action=”%%portal_step2_save_action%%” method=”%%portal_step2_save_method%%” name=”%%portal_step2_save_name%%”>

%%portal_step2_tabs%%
%%portal_step2_data%%
<input type=”submit” name=”savebutton” value=”Save”>
<input type=”submit” name=”logoutbutton” value=”Logout”>
<input type=”hidden” name=”state” value=”transfer”>
%%portal_step2_save_hiddendata%%

</FORM>

<FORM action=”%%portal_step2_next_action%%” method=”%%portal_step2_next_method%%” name=”%%portal_step_next_name%%”>

<input type=”submit” name=”%%portal_step2_nextbutton_name%%” value=”%%portal_step2_nextbutton_value%%”>

%%portal_step2_next_hiddendata%%

</FORM>

<FORM action=”%%portal_step2_back_action%%” method=”%%portal_step2_back_method%%” name=”%%portal_step_back_name%%”>

<input type=”submit” name=”%%portal_step2_backbutton_name%%” value=”%%portal_step2_backbutton_value%%”>

%%portal_step2_back_hiddendata%%

</FORM>

This creates the following display (text formatting has been added to the code above):