Quick Reference Guides
These short, easy to read documents are designed to help the user take action quickly.
  FEATURE GUIDES  
 
         
  LD-203 Report            Will guide the user through creating the LD-203 disbursement export.
         
  Scorecard Manager            Will guide the user through the process to set up the legislator scorecard in Democracy Direct.
         
  Individual Detail Screen            Will allow the user to easily and efficiently navigate their way through and edit an individual record.
         
  Legislator Detail Screen            Will allow the user to easily and efficiently navigate their way through a legislator or candidate record.
         
  Facility Detail Screen            Will allow the user to easily and efficiently navigate their way through and edit a facility record.
         
  Dashboard Portlets            Will guide user through definition of each portlet and how they are calculated.
         
  Dashboard Configuration            Will guide the user through configuring the look and feel of their Democracy Direct Dashboard.
         
  Dashboard Administration   Will guide the administrator through Dashboard setup and creating and editing client news.
         
  Performing a Data Export   Will guide the user through performing a data export from an Individual or Receipts search.
         
  Performing a Data Import   Will guide an authorized user through the import of an appropriately formatted file.
         
  Creating and Exporting Asset Data   Will walk the user through the processes of creating an asset report or exporting asset data.
         
 
     


  SEARCH GUIDES  
 
         
  Individual Search   Will guide the user when looking for a certain individual stakeholder or a group of stakeholders.
         
  Legislator & Committee Search   Will guide the user when performing a search for specific legislator, group of legislators or a committee.
         
  Saving a Search   Will guide the user through saving a search in Democracy Direct.
         
  Loading and Executing a Saved Search   Will guide the user through loading and executing a search that has been previously saved in Democracy Direct.
         
  Updating a Saved Search   Will guide users through adding new search parameters to a previously saved search and choosing to overwriting the existing search or creating a new saved search.
         
  Excluding Certain Results from a Saved Search   Will guide users through excluding specific parameters from a previously saved search.
         
  Removing a Saved Search   Will guide users through deleting irrelevant saved searches.
         
 
     
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