Most Microsoft Office documents like Word, Excel and PowerPoint can be loaded into the ProFundCom Library as well as Adobe Acrobat and pdf files. When a contact views these files from within the email sent out but the ProFundCom system, they are all displayed within the browser window.
To load a document into the ProFundCom Library one needs to follow the steps listed below
1. Enter the Library section of the ProFundCom System by selecting the Library button from the top menu
2. The user will be presented with a form as per below
3. Fill in the fields. The fields that are a requirement to be filled are marked with an asterisk. These are the document's description, the physical location of the document on the user's file system and the fund that the document relates to.
To select the document the user needs to select the "Browse" button. This will launch a window like the one below. If the user cannot find the document require please contact your System Administrator.
4. Once the document has been selected, the document section screen will appear similar to the screen shown below
5. If the details are correct then click on the "Upload" button. The limit to the file size is 5 Mb. Files larger than this will fail to be uploaded. Should the user require additional storage then please raise a trouble ticket.
6. Once the file is successfully loaded it will appear at the top of the document list, below the document upload form.
