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Getting Started with HQ ControlBasic Tutorial 1 for Super Administrators: Companies, Projects, Folders & Projects. http://www.hqcontrol.com
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Basic Tutorial 1: Getting Started with HQ Control
Companies, Projects, Folders & Documents
by Hexagram Solutions
The Project Information Retrieval System
© 2009-2010 Hexagram Solutions. www.hqcontrol.com
Welcome to the HQ Control quickstart guide!
In this tutorial, we will achieve the following:• Tour of System Menu & Features• Adding Companies, Projects, Folders
& Documents to system
by Hexagram Solutions
by Hexagram Solutions
Log into the system using the website addressand login details provided to you by e-mail
Logging Into The System Logging Into The System
by Hexagram Solutions
Project Documents- For creating, managing & viewing documents, folders & master files
Add/Manage Companies & Projects, Add/Manage Users-Only Super Administrators will see these options in the menu bar- For management of company, project & user accounts
Tips Box- Contains tips on where you are and what you can do on the page
Account Settings- For changing account settings (i.e: e-mail address & password)
System Dashboard System Dashboard
by Hexagram Solutions
2. Link on main page area(only when there are no companies in system)
There are 2 ways to add a company to the system. Click on either one.
1. Add/Manage Companies & Projects- After accessing page, click “Add a New Company”
Adding a Company Adding a Company
by Hexagram Solutions System Menu & Features Adding a Company Adding a Company
A box will appear asking for details
Fields with a red * must be filled in
Other fields are optional
by Hexagram Solutions
2. Click “Add New Project” below name of the company you want to add a project to
1. Click “Add/Manage Companies & Projects”- You are automatically redirected to this page after adding a company
Adding a Project Adding a Project
by Hexagram Solutions
A box will appear asking for details
Fields with a red * must be filled in
If the region you want is not in the list, you can add it through “add/edit regions” or at a later time
Adding a Project Adding a Project
by Hexagram Solutions
1. Click “Project Documents”
2. Click on name of project to access project dashboard
Adding a Folder Adding a Folder
by Hexagram Solutions
There are currently no folders for this project.
You can only add master files and documents once folders have been created for a project.
This is the project dashboard. Here, you can add folders, master files and documents.
3. Click “Create New Folder”
Adding a Folder Adding a Folder
by Hexagram Solutions
A box will appear asking for details
Fields with a red * must be filled in
Description is an explanation of what files/documents the folder is for
Adding a Folder Adding a Folder
by Hexagram Solutions
1. Click on the folder name to access documents in the folder
After adding a folder, you will be redirected to the project dashboard.
Adding a Document Adding a Document
by Hexagram Solutions
2. Click on “Add Document”
Adding a Document Adding a Document
by Hexagram Solutions
3. Fill in details required andclick on “Upload File”
Adding a Document Adding a Document
by Hexagram Solutions
The End
Got more questions? Visit www.hqcontrol.com or
e-mail us at [email protected]
© 2009-2010 Hexagram Solutions. www.hqcontrol.com
