Handbook X Coordinator WebUI Manual

This is the operation manual for Handbook X Coordinator WebUI.

Table of Contents

1. Introduction

• 1.1 Overview
• 1.2 System Requirements
• 1.3 Screen Layout

2. Login

• 2.1 Login Screen
• 2.2 Login with Email and Password
• 2.3 Social Login (Apple/Google)
• 2.4 Forgot Your Password
• 2.5 Device ID

3. Books

• 3.1 Book List
• 3.2 Selecting a Workgroup
• 3.3 Creating a Book
• 3.4 Editing a Book
• 3.5 Removing a Book
• 3.6 Changing Book Owner
• 3.7 Access Code
• 3.8 Section Management
• 3.8.1 Creating Sections
• 3.8.2 Supported File Formats
• 3.8.3 Editing and Removing Sections
• 3.8.4 Reordering Sections

4. Share

• 4.1 Share List
• 4.2 Adding a Share
• 4.3 Sharing with Users
• 4.4 Sharing with Groups
• 4.5 Sharing via Access Code
• 4.6 Setting Sharing Duration
• 4.7 Editing and Removing Shares

5. Groups

• 5.1 Group List
• 5.2 Selecting a Workgroup
• 5.3 Creating a Group
• 5.4 Editing a Group
• 5.5 Removing a Group
• 5.6 Managing Group Users
• 5.7 Referenced and Reference Groups
• 5.8 Importing Groups
• 5.9 Exporting Groups

6. Workgroup

• 6.1 Workgroup List
• 6.2 Owned and Joined Workgroups
• 6.3 Creating a Workgroup
• 6.4 Joining a Workgroup
• 6.5 Workgroup Settings
• 6.6 Member Management
• 6.6.1 Inviting Members
• 6.6.2 Resending and Canceling Invitations
• 6.6.3 Approving and Rejecting Join Requests
• 6.6.4 Changing Member Sharing Privileges
• 6.6.5 Removing Members
• 6.6.6 Change Account Status
• 6.7 Importing and Exporting Users
• 6.8 QR Code Invitation
• 6.9 Device ID Restrictions (Dedicated Server Only)
• 6.10 Leaving a Workgroup
• 6.11 Deleting a Workgroup

7. Accounts (Dedicated Server)

• 7.1 Account List
• 7.2 Adding an Account
• 7.3 Editing an Account
• 7.4 Removing an Account
• 7.5 Importing Accounts
• 7.6 Setting Permissions
• 7.7 Setting Device Restrictions (Platform Restrictions)
• 7.8 Filtering and Searching
• 7.9 Sending Invitation Email

8. Statistics

• 8.1 Statistics Screen Overview
• Quick Statistics Data Downloads
• 8.2 Login Statistics
• 8.3 Book Access Matrix
• 8.4 Section Access Matrix
• 8.5 Book Access Trend
• 8.6 Section Access Trend
• 8.7 Book Access Status
• 8.8 Section Access Status
• Graphical Analytics
• 8.9 Selecting Statistical Target
• 8.10 Individual Book Access
• 8.11 Individual Section Access
• 8.12 Individual Access Status
• 8.13 Book Access Matrix (Graphical Display)
• 8.14 Recent Update Books
• 8.15 Examination Result
• 8.16 Questionnaire Result
• 8.17 Largest Size Books
• 8.18 Using Client Application
• 8.19 Members/Groups
• 8.20 About the Date Range Picker

9. Profile/Service Plan

• 9.1 Profile Information
• 9.2 Editing Company Name
• 9.3 Editing Name
• 9.4 Current Service Plan
• 9.5 Adding and Reducing Disk Space
• 9.6 Adding and Reducing User Seats
• 9.7 Upgrading Your Plan
• 9.8 Canceling Subscription
• 9.9 Quotation
• 9.10 Invoice
• 9.11 Technical Contact

Appendix

• A. Dedicated Server Administrator Guide (For Enterprise Plan Users)
• B. Dedicated Server Administrator Guide: Managing Accounts and Workgroups
• C. About Account Permissions
• D. About Sharing Privileges
• E. Troubleshooting
• F. Sideloading Handbook X Windows Client

Update History

• Web UI Update History

About This Manual

• Target Product: Handbook X Coordinator WebUI
• Target Users: Administrators, Editors

Contact

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