The Documentation Center inside Syncro allows you to store free-form text like help documents, Organization information, user guides, and more. It:

• Gives you a place to put content for your team with a nice HTML editor so you can create all kinds of nice-looking content, including images and videos.
• Add links to other pages, websites, custom widgets, booking calendars, and more.
• Set document privileges to give all, one or no Organizations access to certain documents in their End User Portal.
• Add a navigation sidebar to organize your documentation internally.
• Create specific documentation for each Organization using template tags, making cloning documents for each specific Organization that much easier.
• Create templates to quickly set up new articles for Organizations.
• Automatically links Organization-specific documentation to the Organization's assets. 

Read on, or watch this short video to learn more:

To navigate to the Documentation Center inside Syncro, click the Documentation tab:

From this page you can:

• Search for a particular page.
• Add a new page.
• View and edit the content of existing pages.
  • The “Home” page is generally called “Welcome.”
  • If there's a Left-hand Navigation page, it's called “left-nav.”
• Clone or delete existing pages. (Click the ellipsis for these actions.) 

Tip: If you'll be using the Documentation Center in Syncro frequently, you may want to reorder it in your tab list. 

1. Click your name in the Syncro User Menu (in the top right-hand corner of Syncro). 
2. Select “Tabs Customization.”
3. Drag and drop the Documentation item using the triple-line icon.
4. Click Save.

Edit the Welcome/Home Page

The Welcome/Home page is fully customizable. Change this to make it say whatever you want. 

1. In the list of pages, find the Welcome page and click it, or to its right, click Edit.
2. Change the content as desired.
3. Click Save Page.

Add Left-hand Navigation

You should add a menu to the left of all the pages to make navigation easier. This page will then link to other pages. You can also link to external pages if you want. Here's two examples of what that could look like:

1. Navigate to the Documentation tab.
   Tip: Open this page again in a second browser tab as you will not be able to see the page names once you proceed to the next step.
2. In the upper right, click New Page.
3. For the Page Name, you MUST enter: “left-nav”: 
   
4. In the content area, type the titles of pages you want to link to. Keep the titles short because the navigation section is narrow. 
   Tip: To drop the cursor down a single line instead of double spacing between lines, press Shift+Enter.
5. For each page you wish to link to, highlight the page name.
6. Click the chain link icon button.
7. For the URL, if you are linking to an internal Documentation Center page, just type the page name. Otherwise, type/paste the full URL. If you are linking to an external site, you may want to set “Target to New Window” so that clicking the link opens the site in a new browser tab.
8. Click OK.
9. Repeat for each page you want in the navigation.
10. After adding all the links, click Save Page. You will now see them listed in the left-hand navigation section.
11. In the upper right, click Back to return to the Documentation Center home page.

Add Documentation Pages for an Organization

To add a new documentation page for a specific Organization, follow these steps:

1. Navigate to the Organizations tab, then click any Customer Organization's name to display their Details Page. Along the left side you'll see a DOCUMENTATION section:
   
2. In the DOCUMENTATION section, click New.
   Note: If you do not see the DOCUMENTATION section (along with hardly anything else), check to make sure there is at least one Portal User for the Organization. When accessing the End User Portal without any Portal Users, it defaults to the Non-Portal User Group permissions. You need to edit those permissions (found in Admin > Customers - Portal User Permission Groups) to enable the “Documentation - View Public” setting and any other sections you want those Portal users to view. (See also Work with Portal Users & Permission Groups.)
3. The Page Name defaults to the Organization's name. Change it if desired.
4. The Page Type defaults to Internal, where only your staff can see it.
   • Customer Portal: The page is visible to this specific Organization in their End User Portal.
   • All Customer Portals: This page is visible to all Organizations in their End User Portals. This disables the Customer Name field.
   • Template: Creates a template from this page with default content. This disables the Customer Name field. See Documentation Templates.
5. Type your page content in the editor.
6. To create a hyperlink:
   1. Type the anchor text (the link to click) in the editor, such as “Visit customer's website,” then select it.
   2. Click the chain link icon in the toolbar. This will open an Insert link pop-up window.
   3. Enter the full URL, such as https://www.customersite.com.
   4. To open the link in a new window, click the Target dropdown > New window.
   5. Click OK.
7. To add an image, place the cursor where you want it and click the mountains icon in the toolbar. 
   Note: Follow the instructions to add your company logo to the page instead if you want to do that.
   1. You will need to upload an image to an image hosting site.
   2. After doing that, copy the image URL.
   3. Back on your Syncro site, paste the image URL in the Source field.
   4. We recommend adding an Image Description, such as “500 watt power supply.”
   5. If you want to display the image smaller than its actual size, type in the width or height in pixels.
   6. Click OK.
8. In the upper right, click Attach File to add file attachments to the page.
9. You can add template tags to your content from the list on the right.
10. When finished, click Save Page. 
11. Optionally, revisit the Organization to check their Documentation:
    
    
     You can also view an Organization's Documentation from their Details Page.

View an Organization's Documentation

After Adding Documentation Pages for an Organization, you can then view it from their Details Page, in the Documentation section:

If you specified that the should be visible in their End User Portal, you can click the "Customer Online Profile" link to see what they see:

Click the document's link to see the Organization's documentation as they will see it. Any template tags you added will be replaced with the proper information.

Add Internal Documentation Pages

You can create as many pages as you want for internal use by your staff, such as policies and procedures. 

Follow these steps:

1. Navigate to the Documentation tab.
2. In the upper right, click New Page.
3. Fill in the Page Name.
4. Leave the Page Type as Internal.
5. Type your page content in the editor.
6. You can create hyperlinks and add images.
7. In the upper right, you can click Attach File to add file attachments to the page.
8. You can add template tags to your content from the list on the right.
9. When finished, click Save Page.

Documentation Templates

You can create templates to quickly generate a new article on the fly for Organizations.

1. Navigate to the Documentation tab.
2. Edit an existing Document or click New Page to start a new one.
3. Click the Page Type dropdown > Template.
4. Next, add in the structure of the template.
5. When finished, click Save Page.

Once the template is created, a tag will be displayed next to the title when viewing the template on the editor page to help call out that it's a template.

Now when you want to create a new document for an Organization all you need to do is go to the Organization's Detail Page, scroll to the Document section, and click New. On the following page, there will be a drop-down where the template can be selected to generate.

Masked Credentials

You can add Masked Credentials to the Documentation section. Masked Credentials are a way of safely storing credentials to make providing assistance or Asset management as easy as possible. For more information, see Work with Masked Credentials.

Add Your Company Logo to a Page

To add your company logo to a documentation page (or any other place in the app that uses the content editor), follow these steps:

1. Navigate to the page you want to edit, or add a new page.
2. In the content editor in a blank area, type {{logo_url}}.
3. Click Save Page.
4. Copy the URL that gets generated.
5. Above the content, click Edit.
6. Delete the {{logo_url}} tag.
7. Place the cursor where you want to add your logo.
8. Click the Add/Edit Image icon.
9. In the Source field, paste the URL you copied in step 4.
10. Fill in the Image Description if desired.
11. Click OK.
12. Click Save Page.