Difference between revisions of "Configuring the media managers in Platinum Online"

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== Summary ==
 
== Summary ==
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This article explains how to customise each of the {{Menu|Image Managers}} in Platinum Online to your own needs.
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This article explains how to customise each of the Media Managers ({{Menu|Stock Media}}, {{Menu|Unit Sales Media}}, e.t.c.) in Platinum Online to capture different signature types and specify a default per module.
  
 
== More Information ==
 
== More Information ==
  
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==== Adding Signature Disclaimers / Types ====
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==== Adding Signature Types (Disclaimers) ====
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You can add your own custom disclaimers and have them appear in the dropdown when adding a signature as follows:
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You can add your own custom signature types to select from when capturing a signature.
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# Go to {{Menu|Reports & Settings|Maintenance Options|System Administrator|Groups, Types and Categories|Add or Edit Signature Types}}.
 
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# Press {{KeyPress|F6}} or {{Button|Add}}.
 
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# In {{DataPrompt|Signature type}}, enter the code for the disclaimer.
 
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# In {{DataPrompt|Description}}, enter a brief description for the disclaimer.
 
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# Press {{KeyPress|ESC}} then {{Button|Accept}} to accept your changes.
 
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The new disclaimer will appear in Platinum Online & Platinum Mobile the next time you log in. If you are already logged in, you will need to log out and back in again.
 
  
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==== Setting the Default Signature Disclaimer / Type ====
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* Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Groups, Types and Categories|Add or Edit Signature Types}}.
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You can set a default disclaimer that will be selected automatically for each module with an Image Manager in Platinum Online.
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* Press {{KeyPress|F6}} or {{Button|Add}}.
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# Go to {{PlatinumSettings}}.
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* In {{DataPrompt|Signature type}}, enter the code e.g. {{DataValue|CUS}}.
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# Search for {{DataValue|Signature}}.
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* In {{DataPrompt|Description}}, enter a brief description to explain the signature type e.g. {{DataValue|Customer Signature}} (max 30 characters).
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# Find the module for which you want to set a default, and press {{KeyPress|F5}} on {{DataPrompt|Default signature type}}.
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* Press {{KeyPress|ESC}} then {{Button|Accept}} to accept your changes.
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# Enter the code of the disclaimer you want to be the default selected option, or alternatively press {{KeyPress|C-F1}} to search for a disclaimer if you don't know the code.
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The new signature type will be available when you next log in to Platinum Online. If you are already logged in, you will need to log out and back in again to detect the changes.
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# Press {{Button|OK}}, then {{KeyPress|ESC}} and accept your changes.
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The new default disclaimer will be set in Platinum Online & Platinum Mobile the next time you log in. If you are already logged in, you will need to log out and back in again.
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==== Setting the Default Signature Type (Disclaimers) ====
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You can specify a default signature type per module as follows:
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* Go to {{PlatinumSettings}}.
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* Search for {{DataValue|Signature}}.
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* Find the module for which you want to set a default, and click {{Button|Edit}} on {{DataPrompt|Default signature type}}.
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* Enter the code of the signature you wish to set as default, or alternatively click the dropdown to {{Button|Choose}} from a list of codes.
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* Click {{Button|OK}}
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* Click {{Button|Done}} and {{Button|Accept}} to save the changes.
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The default signature type will be applied in Platinum Online the next time you log in. If you are already logged in, you will need to log out and back in again.
  
 
== See also ==
 
== See also ==
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do I connect to my Platinum Online?]]
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* [[Why is Add Images not Available on Platinum Online?]]
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* [[Using the media managers in Platinum Online]]
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* [[How do I upload unit pictures from my phone or tablet?]]
 
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* [[How do I upload pictures for parts from my phone\tablet?]]
 
 
* [[Taking a photo with Platinum Online]]
 
* [[Taking a photo with Platinum Online]]
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* [[How do my Drivers Connect to Platinum Online?]]
 
  
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{{KB_Tags|platinum, online, images, phone, tablet, mobile, device, signature, sign, signing}}
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{{KB_Tags|platinum, online, images, phone, tablet, mobile, device, signature, sign, signing, disclaimer, capture}}
 
{{KB_PlatinumOnline}}
 
{{KB_PlatinumOnline}}

Latest revision as of 13:55, 8 July 2024

Summary

This article explains how to customise each of the Media Managers (" Stock Media", " Unit Sales Media", e.t.c.) in Platinum Online to capture different signature types and specify a default per module.

More Information

Adding Signature Types (Disclaimers)

You can add your own custom signature types to select from when capturing a signature.

  • Go to " Reports & Settings Maintenance Options System Administrator Groups, Types and Categories Add or Edit Signature Types".
  • Press <F6> or [Add].
  • In "Signature type", enter the code e.g. 'CUS'.
  • In "Description", enter a brief description to explain the signature type e.g. 'Customer Signature' (max 30 characters).
  • Press <Esc> then [Accept] to accept your changes.

The new signature type will be available when you next log in to Platinum Online. If you are already logged in, you will need to log out and back in again to detect the changes.

Setting the Default Signature Type (Disclaimers)

You can specify a default signature type per module as follows:

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
  • Search for 'Signature'.
  • Find the module for which you want to set a default, and click [Edit] on "Default signature type".
  • Enter the code of the signature you wish to set as default, or alternatively click the dropdown to [Choose] from a list of codes.
  • Click [OK]
  • Click [Done] and [Accept] to save the changes.

The default signature type will be applied in Platinum Online the next time you log in. If you are already logged in, you will need to log out and back in again.

See also


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Keywords AND Misspellings
platinum, online, images, phone, tablet, mobile, device, signature, sign, signing, disclaimer, capture
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