Many appraisers have told us that ensuring clients have recent copies of their license, E&O or resume can be a task within itself. Have you considered posting this information on your website?
* It's faster for your clients since they don't have to wait on you to be in your office to send the information.
* It's more reliable than an e-mail attachment since those can go out of date.
* You can password protect the documents so not just anyone can see them.
* You can get leads from potential customers requesting to see the information.
It just makes sense, doesn't it? After all, aren't websites all about making information easy to access?
So let's say you have your license, E&O or other information in a PDF you want to post online and restrict access with a password. How would you go about that with an XSite? In a nutshell, all we need to do is upload the file and put a link to it on a password protected page. Here's how:
Upload the file to your file library.
1. Login and go to the XSite Wizard.
2. Under Extra Tools, click File Library.
3. Click Add New File.
4. Click Browse and locate the file on your hard drive and click Open. Then, click Upload Files.
Create a custom page with the link to the file.
1. Click My Content, and then go to the Custom tab.
2. Click Add New Page.
3. The "Button Name" is what describes the link that appears on your home page. Name it something such as License and E&O. Then, change the Web Address from "CustomPage" to something such as Documentation.
4. Now, enter a quick sentence explaining what's on the page and where to click.
5. Highlight the text you want the site visitor to click, then click the Document Manager button.
6. In the document manager, scroll down to the file name to which you want to link, and click it. Then, click Insert
This takes care of the basics for the page. If you want, you can add other text or images to make it more interesting, but our main focus here is utility. Lastly, scroll down to the bottom of the editor and click Save and Close.
Activate the page and password protect it.
1. While still in the My Content area of the wizard, place a checkmark next to the page so it is active on your site.
2. Click the lock icon. You'll be prompted to enter a password for that particular page. Enter the password for that page, and click Submit. You'll notice the lock icon changes.
3. Click Save.
That's it. You just created a simple password protected page. Something else you might want to do now is go to Organize Content to make sure the link is in the right place. (By default, it will be the last link on your site.) Here's and example of what a site visitor will see now when they click the password protected link on your page.