eStatePortal User Manual Book
Contents
1. Steps Actions 1 Go to Lifestyle menu 2 Select Gallery option from the sub menu list How to View Estate album Steps Actions 1 Go to Lifestyle menu 2 Select Gallery option from the sub menu list 3 Select Estate albums 4 Double click the album you want to view COMPANY CONFIDENTAIL Page 25 eStatePortal User Manual Book for Board of Members role 1 8 Business e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help e M ji e e https Jmi estateportal co za business view business profile amp P iG Goog Q gt Getting Started G Latest Headlines Verresig HOA Boar D estat E M Gmail In cr Free Email jeStateP jeStateP Blue Wate Kungwini amp windowm 9 Yahoo Lj Verresig 6 Main Page Logout Estate Y Communication Documents Website content My account bg Goo N y Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre gt Click here to Add More Services Edit Business Manage Representatives Terms And Conditions L My Services 3 cia Business Details Current Information ccoun Estate Company Name Test3 Company Registration Number 948 j Communication Email Address gift stec co za VAT Number 9348 Telephone No 02. 1 Go to Communication menu 2 Select View Poll option from the sub menu list COMPANY CONFIDENTAIL Page 23 eStatePortal User Manual Book for Board of Members role 1 7 Lifestyle e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tool Help Q amp D S amp GQ O httpsirfww estateportal co zagalery Sjal gt Gic 4j fi Getting Started E Latest Headlines Verresig HOA Boar el e stat MGmal In Free Emai e State P LjeStsteP Bue Wate Kungwini S window m Yahoo Lj Verresig 6 Estate big Communication Sap Documents Website content My account Main Page Logout Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre My Services Album icon Album icon Nics road trip Estate kolniknk My Account Manager Estate Communication Shopping Lifestyle Gaming Portal Business eee Creme Estate Albums Gallery Helpdesk Security Document Repository Manage Website Reports Downloads Po a Dthawte v https www estateportal co za gallery www estateportal co za sat ECS E o we Ms p RE GTO 1202m How to use Gallery option COMPANY CONFIDENTAIL Page 24 eStatePortal User Manual Book for Board of Members role
3. option from the sub menu list Click Terms and conditions from the top of view business profile page Enter terms and conditions to the text box Click update to submit the information How to manage representatives Steps Actions Go to Business menu Select View Business Profile option from the sub menu list Click Manage Representatives option at the top menu of view business profile page COMPANY CONFIDENTAIL Page 28 eStatePortal User Manual Book for Board of Members role 4 Select a user you want to be the representative of the business from manage users page 5 Press Submit to submit the information How to add more services Steps Actions 1 Go to Business menu 2 Select View Business Profile option from the sub menu list 3 Click Add More Services option at the top menu of view business profile page 4 Select estate from the estate drop down list 5 Select Edit album name from the top list 6 Click Apply Services to submit the information COMPANY CONFIDENTAIL Page 29 eStatePortal User Manual Book for Board of Members role How to activate services Steps Actions 1 Go to Business menu 2 Select View Business Profile option from the sub menu list 3 Click Manage Service next to the service you wa
4. y Edit Profile a My Account Donconal Datnile Estate Edit Own Profile n View Own Profile Communication litle Mr v Shopping Initials IT Lifestyle First Name Test3 Business Middle Name Helpdesk Last Name Service provider Security ID No 6209295136080 Document Repository o Legal Person Manage Website Date of Birth 1900 v October I 21 au Contact Details Downloads a NES Cellphone 27 w1 144444444 e g 27 821234567 Othawte Telephone W 27 w1 0987654321 e g 27 121234567 Telephone H 277 e g 27 121234567 https www estateportal co za profile edit_own Start v www estateportal co za M v Gw t ROOG I 11 58am COMPANY CONFIDENTAIL Page 5 eStatePortal User Manual Book for Board of Members role How to Edit your own profile Steps Actions 1 Make sure that you are already login into the system Select estate menu from the menu list Select Edit own profile from the sub menu list Edit the information Press Save changes to submit the updated information How to View own profile Steps Actions 1 Make sure that you are already login into the system Select estate menu from the menu list Select View own profile from the sub menu list COMPANY CONFIDENTAIL Page 6 eStatePortal User Manual Book for Board of Members role 1 3 Document Repository cat
5. COMPANY CONFIDENTAIL Page 7 eStatePortal User Manual Book for Board of Members role 2 Select estate that you will create categories for from estate quick login 3 Select document menu from the menu 4 Select Document repository from sub menu list How to view documents to Estate Public Steps Actions 1 Click the documents option on actions next to the category you want to view 2 Click view document next to the document name you want to view How to view documents to Users Steps Actions 1 Click the documents option on actions next to the category COMPANY CONFIDENTAIL Page 8 eStatePortal User Manual Book for Board of Members role you want to view 2 Click view document next to the document name you want to view How to view documents to Estate Private Steps Actions 1 Click the documents option on actions next to the category you want to view 2 Click view document next to the document name you want to view COMPANY CONFIDENTAIL Page 9 eStatePortal User Manual Book for Board of Members role 1 4 Create helpdesk categories e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help Q D S oo QB ID dessin estateportal co zafickets st Slr Ge
6. Gmail In Free Email jVeresg jeStateP eStateP jBueWate jKungmi S prvatepr c TwoRoo gt Estate big Communication sap Documents e Website content My account Main Page Logout Welcome Portal Administrator your role is Administrator and you are logged in to Woodhill Lifestyle Centre cA ere to List Saved Reports Y My Services Reports Current Information My Account Estate Estate All Estates v Communication Status All Tickets v Shopping Logged By All Users v Lifestyle Uncheck All Business L1 Created At o Updated At F Priority o Subject oO Logged By Helpdesk oO Department oO Status o Reference Oo Estate Name Securi al Order Columns Document Repository Manage Website Reports Downloads F sil ul thawte v Done www estateportal co za amp CI lt 6 02m How to Create a Helpdesk Reports Steps Actions 1 Make sure that you are already login into the system COMPANY CONFIDENTAIL Page 14 eStatePortal User Manual Book for Board of Members role Select estate that you will create the stand to from Quick login Select reports menu from menu list Select Helpdesk Reports from the sub menu list Select Generate New Report Select current estate estate you want to t generate a report for from estate dropdown list box Check all the fields you
7. sure that you are already login into the system 2 Select estate from estate quick login 3 Select downloads menu from menu list 4 Select download software sub menu 5 Click download next to the software name you want to download COMPANY CONFIDENTAIL Page 32
8. 98234568 Mobile No Shopping Fax No Fax to email Lifestyle Created At 21 October 2008 Updated At 21 October 2008 Borini 4 Postal 2 Business View Business Profile Postal 4 Helpdesk x Representatives Security Document Repository Name Email Mobile No Telephone H Telephone W Actions Test3 Service provider gift stec co zs 27 144444444 27 0987654321 Remove Manage Website My Services Reports Downloads Service Status Price Action Telephone Active R 80 00 Manage Service thawte Internet Active R 120 00 Manage Service E w ave irent veg v https www estateportal co za business view business profile www estateportal co za COMPANY CONFIDENTAIL Page 26 eStatePortal User Manual Book for Board of Members role How to View business profile Steps Actions 1 Go to business menu 2 Select View Business Profile option from the sub menu list How to Edit business profile Steps Actions 1 Go to Business menu 2 Select View Business Profile option from the sub menu list 3 Click Edit Business at the top menus of view business profile page 4 Edit the information you want to edit 5 Press Update to update the information COMPANY CONFIDENTAIL Page 27 eStatePortal User Manual Book for Board of Members role How to create terms and conditions Steps Actions Go to Business menu Select View Business Profile
9. Manual Book for Board of Members role How to Edit a group category Steps Actions Go to Communication menu Select Email SMS option from the sub menu list Select Manage Groups from the top left of the page Select Edit from group category in the right hand side of the Manage Groups page Type the new name of the group category Press Update to submit the new change How to Remove a group Steps Actions Go to Communication menu Select Email SMS option from the sub menu list Select Manage Groups from the top left of the page Select Remove from group category in the right hand side of the Manage Groups page COMPANY CONFIDENTAIL Page 21 eStatePortal User Manual Book for Board of Members role Press OK to confirm the removing of group category How to View latest news Steps Actions Go to Communication menu Select News option from the sub menu list Click Latest news at the top of news page How to View News Archives Steps Actions Go to Communication menu Select News option from the sub menu list Click News Archive at the top of news page COMPANY CONFIDENTAIL Page 22 eStatePortal User Manual Book for Board of Members role How to View a poll Steps Actions
10. Q f Getting Started E Latest Headlines Verresig HOA Boar jeStat 3 M Gmail In Free Email C e StateP e State P C Blue Wate C Kungwini S window m YP Yahoo Lj Verresig 6 Estate big Communication ith Documents e Website content My account Main Page Logout Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre dex Mere to New Ticket Logged Tickets My Tickets TODO Tickets Logged For Other Users N My Services E Logged Tickets Current Information My Account i Eds Estate View Pending View Closed View Accepted alt Communication we Shopping Lifestyle Business Helpdesk Logged Tickets Security My Tickets TODO Document Repository Manage Website Reports Downloads thawte J v https www estateportal co za tickets ist www estateportal co za IINE SEIBES COMPANY CONFIDENTAIL Page 10 eStatePortal User Manual Book for Board of Members role How to log a ticket Steps Actions 1 Go to Helpdesk menu 2 Select logged tickets from the sub menu list 3 Select New tickets to the top left side of the page 4 Type the subject of the ticket 5 Type the description of the ticket 6 Select the priority of the ticket 7 Select a category from helpdesk categories 8 Select the status of the ticket 9 Press Submit to submit th
11. e information How to View logged tickets Steps Actions 1 Go to Helpdesk menu COMPANY CONFIDENTAIL Page 11 eStatePortal User Manual Book for Board of Members role Select All Tickets from the sub menu list How to View my tickets TODO Steps Actions Go to Helpdesk menu Select View my tickets TODO from the sub menu list How to View pending tickets Steps Actions Go to Helpdesk menu Select View pending from the sub menu list COMPANY CONFIDENTAIL Page 12 eStatePortal User Manual Book for Board of Members role How to View Closed tickets Steps Actions Go to Helpdesk menu Select View closed from the sub menu list How to View Accepted tickets Steps Actions Go to Helpdesk menu Select View accepted from the sub menu list COMPANY CONFIDENTAIL Page 13 eStatePortal User Manual Book for Board of Members role 1 5 Reports e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help e S e a D https www estateportal co za reports helpdesk_report amp gt eg ruby mobile platform Q Getting Started Al Latest Headlines Verresig HOA Boar jeStat 3 M
12. eStatePortal User Manual Book for Board of Members role ATEC SYSTEMS amp TECHNOLOGIES eStatePortal User Manual Book COMPANY CONFIDENTAIL Page 1 eStatePortal User Manual Book for Board of Members role Table of Contents 1 Users ee Aue 4 MD LOBIPDi ise ches eee ac ccs eee cece beaten ioci leti ded we ec eee beoe ste Meco 4 Vide ETIE EM 5 How to Edit your own profile ir ro e dte Mee ee es 6 How to View own profile ececesccesssccseeeceseeecsneessssecseseecseeeessaeeseasecseesessueesesuecseseeseeeeessaeeusaeeseneeees 6 1 38 Document Repository categories eeeseseseseeeeeee nennen nnn nnne nn nnnninnn Enie de raees isis saga nanait 7 How to Use Document Repository 9 i ro ee reitera p e eet 7 How to view documents to Estate Public esesseeeseseeseeeeeeeneeee nennen nennen nennen nennen 8 How to view documents to Users eecceecceeceeeeeeeeeesaecsaeceaeceaeceaeseaeseeeeeeeeseneeeaeeeaeecaeesaaecaeeeaeseaeeeaeee 8 How to view documents to Estate Private ssssssssssssseseseeeeee enne enne en nennen inttr 9 1 4 Create helpdesk categories ree etie Dee et e e Dep e dE Dec 10 How to log a ticket 2 stu emer eet NER DEUS EA EUER Y RAE de SE OTE UR EE NE RR ER RE ER FERRAE 11 How to View logged tickets et ener eerie cages tin cte etae on aad Dean davea
13. ecsnscesseesenseceeeessuecssaaeeseeeeceaeeesaeeussaessenees 20 How to Edit a group category ssssssssssssessseeeeee en eeennn draina NA KANENN AANS A ASENNA AEN 21 How to Remove a group cceescesssscesssecssseecseeesuecsssaecsenseceueesssaeesenseceeeeessuesssauecseeeeseeesessaeesssaessenees 21 HOWAO VITAEM A dd 22 How to View News Archives cceecceecceeceeeeeeeeeeeeeeeceeaeecacecaaecaaeceaeseaeseaeseaeseaeeseeeseneeeneesaeesaeeeaeeaaes 22 HOW to View Nee 23 VST A EE S Ci 24 How tose Gallery Options m 24 How to View Estate alb m 2 nice ite ttti entenderse nenne Lee Ru ee deno aede en vence 25 HRDMDUEI CIC Em 26 How to View business profile Po noieses ireira de scannen aiak ia ooa EKO AeA aaaea Raeann 27 How to Edit b siness profilet siie Read e e cente ee 27 How to create terms and conditions ssessssssssssssssseseeeseee enne entretenir nnne 28 How to manage representatives ccccccesscccsssececssssececssssececsessececsesseeecsessececseaaeeeesesaeeeesesaeeeeseaaes 28 How to add more services ente tne e CE Pe YE RR nne n S ERSTE e AAEE dia ee esed eo antes 29 HOW to activate Services P 30 1 0 DOW OAS cem PUEDE E E E E IDE N A 31 How to Download downloadable software sss nennen tnter tnn 32 COMPANY CONFIDENTAIL Page 3 eStatePortal User Manual B
14. egories e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help ie T M e a LJ https www estateportal co za document repository list categories query public l gt IG Google Qj Getting Started E Latest Headlines Verresig HOA Boar Lj Verresig O e Stat M Gmail In Free Email jeStateP je Statep Blue Wate j Kungwni S windowm P Yahoo e Estate big Communication ih Documents e Website content My account EI Main Page Logout Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre dick here to Estate Public Folder Estate Private Folder Users Folder My Services List Estate Public Sub Folder Current Information My Account Estate Sub Foker Group Name Actions c icati test Public 2 documents Edit Remove 08 ommunication Test Public 1 documents Edit Remove alb Shopping Lifestyle Business Helpdesk Security Document Repository Document Repository Manage Website Reports Downloads E sd thawte v https www estateportal co za document_repository list_categories query public www estateportal co za Sy 44 TT eoe iioo How to Use Document Repository Steps Actions 1 Make sure that you are already login into the system
15. ers role How to use Email Steps Actions Go to Communication menu Select Email option from the sub menu list Select group type e g Custom group individual group Type subject a A Type message Press Submit to submit the information How to Attach document to an Email Steps Actions Go to Communication menu Select Email option from the sub menu list If the document is not created yet first you need to click the link to go and create the document in the document repository Select group type e g Custom group individual group COMPANY CONFIDENTAIL Page 17 eStatePortal User Manual Book for Board of Members role Type subject Type message Click Add attachment co N O on Select the category Select the category subfolder 10 Check the documents you want to attach to the email 11 Press Submit to submit the information How to use SMS Steps Actions Go to Communication menu Select SMS option from the sub menu list Select group type e g Custom group individual group Type subject Oo A Type message Press Submit to submit the information COMPANY CONFIDENTAIL Page 18 eStatePortal User Manual Book for Board of Members role How to manage g
16. gensavsebersavadie 11 How to View my tickets TODO 2 cacy oett tecti tee Pret ti er rie pet c Ee eds 12 How to View pending tickets cccccccccsssscceessssececsssseceessssececssssesecsessececsesseceeseaaececsesaeeeesesaeeseneaaes 12 How to View Closed tickets eccceecceeccseeceeeeeeeeeeeeeeaeeeaeecaaecaaecaaeceaeeaeseaeseaeseaeeseeeseneeeaeseaeeseeeaeeaaes 13 How to View Accepted tickets ccccsccssssccssecesssecsseecesseccsseeesaeesensecseeeeceueessaueeseeeesesesessaessssaessenees 13 UB SEN Dp 14 How to Create a Helpdesk Reports cccccccsscccssecssssecseseecsnecessaeesenseceeeessueesesaesseeeesesesesaeesssaessenees 14 16 COMMUNICATION ER 16 HoW t se dcordec E 17 How to Attach document to an Email esses enne nennen nennen nnne tnter 17 Howto EM re E eke 18 How to manage group option to send Email SMS cccsccssscssscssscssssssssseesseesssessseescseesseesaaesaaeeaaes 19 COMPANY CONFIDENTAIL Page 2 eStatePortal User Manual Book for Board of Members role How to Add people to Email SMS group ccccsccecssecesssecssseecsseeecssecesseecsaececsaececsecenseeeeaeeeesaecesees 19 How to Create a new BFOUP cccsccesssscssscecssececsuecsssseceeeeceseeessueesenseceeeeecsueessauesseseecsaesessaesussaeesenees 20 How to View people under a certain group csccesssecessc
17. nt to activate 4 Enter the service price 5 Click Update Service to activate the service COMPANY CONFIDENTAIL Page 30 eStatePortal User Manual Book for Board of Members role 1 9 Downloads e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help Q gt Q DI htes sinnn estateportal co za software download gt G XJ fl Getting Started E Latest Headlines Lj e State Po E3 M Gmail Inbox Mail com the _j Verresig e Sta Blue Water Cre Y Yahoo S google chrome 6 Main Page Logout Estate big Communication sa Documents e Website content My account Welcome Test2 your role is Managing agent and you are logged in to Zwavelpoort Estate My Services Download Software My Account Logo Name Description Estate gt Fire fox Fire fox 3 0 Communication Shopping Lifestyle Business Helpdesk Security Document Repository Manage Website Reports Downloads Download Software thawte cick here to Current Information Actions v https www estateportal co za software download start www estateportal co za 8 COMPANY CONFIDENTAIL Page 31 eStatePortal User Manual Book for Board of Members role How to Download downloadable software Steps Actions 1 Make
18. ook for Board of Members role 1 User s access pages 1 1 Login The user can login to the following sites e www KWA co za e www Verrisig co za e www eStatePortal co za When you login into one of the website you will see the homepage Enter the username and password and submit the information If your information is correct the system will display eStatePortal user application interface If your information is incorrect the error message will be displayed Apply for being a Service provider To apply for being Service Provider you click SP Application button in eStatePortal user interface and fill the provided form COMPANY CONFIDENTAIL Page 4 eStatePortal User Manual Book for Board of Members role 1 2 Estate e State Portal Edit Profile Mozilla Firefox File Edit View History Bookmarks Tools Help E D QI o D ns estteperti co fried om afle G cy Getting Started E Latest Headlines Verresig HOA Boar jeStat 3 M Gmail In Free Emai jeStateP C e StateP C Bue Wate Kungwni S window m Yahoo Lj Verresig Main Page Logout j Estate lk Communication sop Documents 9 Website content H My account Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre Gick hene to My Services i i
19. roup option to send Email SMS Steps Actions 1 Go to Communication menu 2 Select Email SMS option from the sub menu list Manage group from the top left of the page How to Add people to Email SMS group Steps Actions Go to Communication menu Select Email SMS option from the sub menu list Select Manage Groups from the top left of the page Select Add people from the right hand side of the Manage Groups page Select the people you want to add to the group Press Submit to submit the information COMPANY CONFIDENTAIL Page 19 eStatePortal User Manual Book for Board of Members role How to Create a new group Steps Actions Go to Communication menu Select Email SMS option from the sub menu list Select Manage Groups from the top left of the page Select New Group from the Manage Groups page a A Type new group name Press Create to create the new group name How to View people under a certain group Steps Actions Go to Communication menu Select Email SMS option from the sub menu list Select Manage Groups from the top left of the page Select View from group category in the right hand side of the Manage Groups page COMPANY CONFIDENTAIL Page 20 eStatePortal User
20. want your report to display Select the order of your columns of your report Generate your report COMPANY CONFIDENTAIL Page 15 eStatePortal User Manual Book for Board of Members role 1 6 Communication e State Portal South Africa s leading property management system Mozilla Firefox File Edit View History Bookmarks Tools Help M X l B https www estateportal co za news amp v P IG Google 4 fi Getting Started E Latest Headlines Verresig HOA Boar eStat g M Gmail 1In Free Email LjeStateP _ e State P _ Blue Wate jKungwWni S windowm Y Yahoo Lj Verresig 5 Main Page Logout e TE t j Estate hd Communication wpe Documents Website content My account Welcome Test3 your role is Service provider and you are logged in to Woodhill Lifestyle Centre dca ere to Latest News News Archive My Services Latest News My Account Estate Test Public 4 Author Test Estate manager 3 Communication News Posted On 2008 10 31 Shopping View Poll Lifestyle Download document 08mach 013 jpg Business Helpdesk Security Document Repository Manage Website Reports Downloads m 3 thawte rw avetroa wing v https www estateportal co za news www estateportal co za LEGOS 1201m COMPANY CONFIDENTAIL Page 16 eStatePortal User Manual Book for Board of Memb
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