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Handbook X Coordinator WebUI Manual
This is the operation manual for Handbook X Coordinator WebUI.
Table of Contents
1. Introduction
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
- 3.1.1 View Mode and Edit Mode
- 3.1.2 "Books to display" filter
- 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
- 4.8 CSV Export / Import of Sharing Settings
- 4.9 Sharing Notes
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 Exporting Accounts
- 7.7 Setting Permissions
- 7.8 Setting Device Restrictions (Platform Restrictions)
- 7.9 Filtering and Searching
- 7.10 Sending Invitation Email
- 7.11 Editing Department from the "System Information" Tab
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 Admin Settings (dedicated server, contract owner)
- 9.3 Editing Company Name
- 9.4 Editing Name
- 9.5 Editing the Department
- 9.6 Current Service Plan
- 9.7 Adding and Reducing Disk Space
- 9.8 Adding and Reducing User Seats
- 9.9 Upgrading Your Plan
- 9.10 Canceling Subscription
- 9.11 Quotation
- 9.12 Invoice
- 9.13 Technical Contact
10. Question Studio
- 10.1 Screen Layout
- 10.2 Questions Tab
- 10.2.1 Toolbar (view mode)
- 10.2.2 Question List
- 10.2.3 Edit Mode (bulk actions)
- 10.2.4 Search & Sort
- 10.2.5 Import / Export
- 10.3 Question Books Tab
- 10.3.1 Toolbar (view mode)
- 10.3.2 Book List (cards)
- 10.3.3 Create Book Dialog
- 10.3.4 Edit Mode (bulk actions)
- 10.4 Question Editor
- 10.4.3 Examination Question Types (6)
- 10.4.4 Questionnaire Question Types (3)
- 10.5 Editing a Question Book (Book Detail)
- 10.5.3 "Start Examination" / "Start Questionnaire" (Preview)
- 10.5.5 Partial-Point Scoring
- 10.6 Publishing a Question Book
- 10.7 Results Tab
- 10.7.3 Downloading Results
- 10.8 Sync with Client
- 10.9 Limitations & Troubleshooting
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
About This Manual
- Target Product: Handbook X Coordinator WebUI
- Target Users: Administrators, Editors
Contact
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