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Portal Document Upload

Portal Document Upload. ERO Resource Library. Login. Access the ERO Resource Library page Click Log In Enter username and password . Log In. Loading a New Document to the Portal. From the Home page click Add New and choose the appropriate type (Delegation, ERO Policy, File, Ice Policy).

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Portal Document Upload

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  1. PortalDocument Upload ERO Resource Library

  2. Login • Access the ERO Resource Library page • Click Log In • Enter username and password Log In

  3. Loading a New Document to the Portal • From the Home page click Add New and choose the appropriate type (Delegation, ERO Policy, File, Ice Policy)

  4. Loading a Delegation, ERO Policy, Ice Policy • Enter the ID, Title, and Description • Upload file – Browse and locate file

  5. Loading a Delegation, ERO Policy, Ice Policy(cont.) • Enter document Type • Series • OPI • Status • Issue Date • Expire Date • Review Date • Signatory

  6. Loading a Delegation, ERO Policy, Ice Policy(cont.) • Federal Enterprise Architecture Number • Supersedes Date • Supersedes (link to document) • Cancels Date • Cancel (link to document • Amends Date • Amends (link to document) • Do click Save continue to Categorization

  7. Categorization of loaded document • Under Categorization tab • Using your Ctrl key select categories from the list • Functional area • Issues by • Status • Type • Author (writer) • Do not click save continue to Dates

  8. Dates of loaded documents • Under Dates tab • Enter dates and times, if appropriate • Do not click save continue to Settings

  9. Settings for loaded documents • Under the Settings tab check “Exclude from navigation” • Click “SAVE” • Publish the document

  10. Add a file to the ERO Library • Enter Title and Description • Upload file – Browse and locate file • Do Not click save - Follow instructions for Categorization, Dates and Settings in previous slides.

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