Access content

You can access different types of content from your Intranet site.

Tip: If you will be contributing to the firm's content, read about how to add and manage content.

Contents

Learn about the types of content

The content in your Intranet can be added by someone in your firm (administrator). Regardless of its source, content can be categorized into four broad types.

External documents

These are files that you can download to your computer. They can be in different formats, such as Microsoft Word documents, Excel worksheets, PowerPoint presentations, PDF documents and images. You can identify these links by the software-specific icons on the Content page. When you access an external document, it opens in its usual format, for example, in Microsoft Word.

Some documents, such as document templates, can be merged with the client records stored in Contacts.

External Web site link

There may be links to external Web sites on your Intranet. You can identify these links by the icon on the Content page. They can also be embedded into HTML content, such as procedures or found in content lists and menu items.

HTML content

Like Web pages, you can open these documents directly in your Web browser within the content area of Intranet. These pages often include links to other content items and may contain images, videos and social media links. Users can identify HTML pages by the icon on the Content page. There are four types of HTML content:

  • Blank Page - a page created from scratch using the HTML editor.
  • Two Columns - a blank page that is organized into two columns.
  • Procedure - a page that is organized into a specific format using a template. It has a Key Documents section at the top and numbered steps below and it can be edited to suit the needs of your firm.
  • Content List - a page that contains a list of content items that users can click to access the content. This is usually used to structure the Intranet content and enable users to easily locate what they are looking for.

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Access content using the search box

  1. Click Intranet to open the Intranet Home Page.
  2. Click in the Search box.
  3. Start typing a key word - the search tool identifies any matching tags and content types.
  • Tags help you find content by providing some keywords to describe the type of content it is, such as Administration, Letters or Business Advisory. Click here to learn more about tags.
  • The content type helps you find a particular type of item, such as a PowerPoint presentation or an image.

  1. Select the relevant tags and a content type to narrow down the search.
  • You can combine tags, the content type and keywords to quickly find the item you require.
  • You can also search for content by selecting only tags or only a content type or a combination of both.
  1. Click Search.
  2. Click the document name to open the Content Information and Options window or click Actions to choose an action to perform.

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Access content using the menu

You can use the menu on the right of the page as an alternative way to find content items.

  • Firm menu
    • The Home Page menu item.
    • The My Favourites menu item can be used to access content you use regularly. Click here to learn how to add content to your favourites list.
    • The News menu item displays news items added by your firm.
    • There may be additional menu items that were added by your Intranet administrator, for example content lists.

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View content information and options

When you click the title of an external document (excluding Content: Other), the Content Information and Options dialog box displays. The options available are:

  • Open Content - download the file to your local computer or network.
  • Send to Contact - available for Microsoft Word documents only and used for document templates that are saved to client folders. Click here to learn more.
  • Add to My Favourites - instantly add the content to your favourites list, which can then be accessed by the My Favourites menu item.

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Use the Actions menu

From a content list or search results page, click Actions to see a menu of available actions. The options available include:

  • Open / Save Content - open the content to display on the screen or download a file to your computer (depending on the content type).
  • Send to Contact - merge a document with client details and send it to the client. This option is available for Word documents only and used for document templates that are saved to client folders. Click here to learn more.
  • Edit Content - edit the content item. This option is only available if you have the Intranet - Add and Edit Content security role.
  • Add to Favourites - instantly add the content to your favourites list, which can then be accessed by the My Favourites menu item.

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