Difference between revisions of "An Introduction to the DDI Wiki"

From Documentation
Jump to navigation Jump to search
(Created page with " Welcome to the DDI Documentation Wiki! Our goal is to provide you with a comprehensive, searchable self help site. The pages on this site are constantly being updated and added ...")
 
 
(8 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
+
=='''<span style="color:blue;">Using the DDI Wiki</span>'''==
Welcome to the DDI Documentation Wiki! Our goal is to provide you with a comprehensive, searchable self help site. The pages on this site are constantly being updated and added to as new features and functionality is added to our products.
 
  
  
=='''<span style="color:blue;">Using the DDI Wiki</span>'''==
+
Welcome to the DDI Documentation Wiki! Our goal is to provide you with a comprehensive, searchable self help site. The pages on this site are constantly being updated and added to as new features and functionality are added to our products.
  
  
Line 22: Line 21:
  
 
To review a document, click the link. If it's not the right one, clicking the Back button on your browser will take you back to the search results.
 
To review a document, click the link. If it's not the right one, clicking the Back button on your browser will take you back to the search results.
 +
 +
 +
You can also search for the document related to a particular screen within DDI Connect. For example, let's say that you wish to see documentation regarding the Loan Principal/Interest Estimation report. If you look at the top left corner of the report parameters screen, it shows you the program name for the report - in this case, IL437:
 +
 +
[[File:Wiki Search 3.png]]
 +
 +
 +
If you type IL437 in the search bar on the Wiki and hit enter or click Search, the Wiki will route you to the appropriate document:
 +
 +
 +
[[File:Wiki Search 4.png]]
 +
 +
 +
You can do the same with DDI Connect screens. In the lower left corner of each screen, you will see that screen's program name:
 +
 +
 +
[[File:Wiki Search 5.png]]
 +
 +
 +
If you type the program name in the search bar of the Wiki, it re-directs you to the appropriate document:
 +
 +
 +
[[File:Wiki Search 6.png]]
  
  
Line 72: Line 94:
  
  
The DDI Wiki allows you to create a customized pdf "book" of documents that you select. For example, if you are training a new AP user on the DDI Connect system and want them to have a pdf of the documents that they will use the most, you can easily create that.
+
For information on how to build a custom book based on pages in the DDI wiki, please review this document: [[Creating a Wiki Book]]
 +
 
 +
 
 +
===Downloading a Page as a PDF===
 +
 
 +
 
 +
If you wish to create a single PDF (rather than a book), you can easily do so. From the page you wish to download as a pdf, click the Print/export link on the left:
 +
 
 +
 
 +
[[File:Print Export 1.png]]
 +
 
 +
 
 +
Click the Download as PDF link:
 +
 
 +
 
 +
[[File:Download PDF 1.png]]
 +
 
 +
 
 +
As the document is being created, you will see this screen:
 +
 
  
 +
[[File:Download PDF 2.png]]
  
  
 +
When it is complete, you will see this screen:
  
  
 +
[[File:Download PDF 3.png]]
  
  
 +
Click Download the file to view and save your pdf.
  
  
 +
===Printable Version===
  
  
 +
From the Print/export screen, you also have the ability to view a printable version of a document. From the Print/Export menu, click the Printable version link:
  
  
 +
[[File:Printable Version 1.png]]
  
  
 +
This will display your document in a format compatible with printing the page. You can then click the Print button on your browser's toolbar.
  
  

Latest revision as of 12:32, 1 August 2012

Using the DDI Wiki

Welcome to the DDI Documentation Wiki! Our goal is to provide you with a comprehensive, searchable self help site. The pages on this site are constantly being updated and added to as new features and functionality are added to our products.


Using the Search

In the upper right corner of each Wiki, you will see the Search bar:


Wiki Search.png


To search, use as many key words as possible. For example, if you are looking for information on how to perform a refund on a loan, you might type "loan refund". You would then see the following results:


Wiki Search 2.png


To review a document, click the link. If it's not the right one, clicking the Back button on your browser will take you back to the search results.


You can also search for the document related to a particular screen within DDI Connect. For example, let's say that you wish to see documentation regarding the Loan Principal/Interest Estimation report. If you look at the top left corner of the report parameters screen, it shows you the program name for the report - in this case, IL437:

Wiki Search 3.png


If you type IL437 in the search bar on the Wiki and hit enter or click Search, the Wiki will route you to the appropriate document:


Wiki Search 4.png


You can do the same with DDI Connect screens. In the lower left corner of each screen, you will see that screen's program name:


Wiki Search 5.png


If you type the program name in the search bar of the Wiki, it re-directs you to the appropriate document:


Wiki Search 6.png


Using the Categories

On the front page of the Wiki, you will see a table of the primary categories for the DDI Wiki:


Categories 1.png


To drill down into a category, click the link. You will now see an overview of the category, along with links to any subcategories that may be present:


Categories 2.png


When you reach the root of a category, all pages within that category will be displayed in alphabetical order:


Categories 3.png


To launch a page, click the link.


DDI Glossary

Throughout the DDI Wiki, you will see words that are underlined in a blue dotted line:


Glossary 1.png


If you hover your mouse over an underlined term, the definition will appear:


Glossary 2.png


Glossary 3.png


If you discover a term on the DDI Wiki that does not have a definition but you feel that it should, please notify DDI Client Support. We'll get it added right away.


Creating a Book

For information on how to build a custom book based on pages in the DDI wiki, please review this document: Creating a Wiki Book


Downloading a Page as a PDF

If you wish to create a single PDF (rather than a book), you can easily do so. From the page you wish to download as a pdf, click the Print/export link on the left:


Print Export 1.png


Click the Download as PDF link:


Download PDF 1.png


As the document is being created, you will see this screen:


Download PDF 2.png


When it is complete, you will see this screen:


Download PDF 3.png


Click Download the file to view and save your pdf.


Printable Version

From the Print/export screen, you also have the ability to view a printable version of a document. From the Print/Export menu, click the Printable version link:


Printable Version 1.png


This will display your document in a format compatible with printing the page. You can then click the Print button on your browser's toolbar.