Mobile briefcase quick start guide

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The following guide provides a quick and easy step by step build to help you get your mobile briefcase up and running from scratch.

Signup for a New Profile

The following steps will help guide you through signing up for a new mobile briefcase profile. If you already have an unroole profile or have previously signed up for an admin profile, skip to the next step.

  1. Navigate to www.mobilebriefcaseapp.com

    Mobile Briefcase Information Site.png

    Information Site
  2. Click on "Start Free Trial"
  3. Follow the steps to complete registration of new admin profile and account.

    Mobile Briefcase Signup Form.png

    Registration Form
  4. (Optional) After entering your registration information you will be prompted to fill in additional information should you wish.

    Mobile Briefcase - Registration Complete.png

    Mobile Briefcase Additional Information Panel
  5. Once your registration has been completed you will recieve a followup confirmation email.

    Admin Account Registration Confirmation.png

    Mobile Briefcase Registration Confirmation
  6. You will need to wait a short time while we verify your account. Once completed you should recieve a followup email with an activation link.

    Admin account Registration activation.png

    Mobile Briefcase Profile Activation
  7. Upon clicking this link we will seed your account with some meaningful content and your signup is complete.

    Mobile Briefcase Confirmation Email.png

    Mobile Briefcase Seeded Content Setup

Login to the Admin Panel

After registration has been completed and you have recieved your followup credentials you need to login to the admin panel.

  1. Navigate to the Admin Panel

    Admin Panel Login.png

    Admin Panel
  2. Enter your admin credentials
  3. Click 'Login' to be directed to your profile dashboard.

    Admin Panel - Profile Dashboard.png

    Admin panel dashboard after login

Navigating Your New Profile

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To get you quickly up to speed we have seeded your admin profile with some sample content. This includes a new Account, Channel, some stock Images, a Mobile Briefcase User and Mobile Domain and loaded them into a personalized mobile briefcase Collection. Don't worry if you unfamiliar with any of the terminology used as this guide will help you get through the basics.

For more information about the overall structure of the admin panel see Unroole Admin Architecture.

Asset Library

Mobile Seeded Admin Panel - Asset Library.png

Stock seeded images in the asset library.

First lets start by taking a look at your seeded images through the Asset Library in your new account. To do this follow the instructions below:

  1. Use the top navigation to select your personalized 'Account'.
  2. Click on 'Content Library' in the left sidebar navigation.
  3. Then click on 'Assets'
  4. You should be able to see something similiar to the accompaning screenshot.

You can click on each icon to get a better view or use the 'Upload New Asset' panel to add more Assets to your Account.

Mobile Briefcase Users/Domains

Mobile Seeded Admin Panel - Mobile Briefcase Users.png

Mobile briefcase user panel

By now you should have recieved your login credentials as well as a sample Mobile Briefcase User to use with the accompaning Mobile Briefcase Application. If not be sure to check your email inbox spam folder.

To navigate to this Mobile Briefcase User panel follow the steps below:

  1. From anywhere in the cms use the top navigation to select your personalized 'Account'.
  2. Click on 'Account' in the left sidebar navigation.
  3. Then click on 'Mobile Briefcase User'
  4. You should be able to see something similiar to the accompaning screenshot.

From this panel you should be able to see a bunch of information. You'll notice that a new Mobile Briefcase User has been created to allow you to login to the mobile briefcase applicaton. Additionally a new Mobile Briefcase Domain has been created to help seperate your users from others in the system. This panel will allow you to manage any of the mobile briefcase users on this account. This information will be used to allow you to log into the mobile application.

Channels and Collections

Mobile Seeded Admin Panel - Mobile Channel.png

Mobile briefcase seeded 'Home' channel

To be able to access your content after you have added it to the system you need to store it in a Collection. To help you get started we have pre-created a 'Home' channel for you with a sample collection. Navigating to this new channel is as easy as:

  1. If your not already on an account. From anywhere in the cms use the top navigation to select your personalized 'Account'.
  2. Next select the 'Home' channel from the admin topbar.
  3. You should be able to see something similiar to the accompaning screenshot.

Mobile Seeded Admin Panel - Collections.png

Mobile briefcase collections panel

From the dashboard you should see that your channel already has one collection with a few documents. You can eithier click the dashboard link to navigate to the collection panel or:

  1. From the sidebar select 'Channel Content'
  2. Click on 'Collections'
  3. You should be able to see something similiar to the accompaning screenshot.

Once in the collection management panel you should be able to manage all information about the collection. This includes but is not limited to:

  • Properties of the Collection (name, activation/deactivation data, descritpion, etc)
  • Which Mobile Users have access to this collection
  • The Document that belong to the collection including (Order, sequence, abilites)

You can read more about collection management in the Collection article.