How To Documents

Select one of the PDFs below. A brief description of each User Document can be found underneath the document name.

Features of ACE when editing existing, or adding new, content pages.

How to add new pages anywhere on your site.

How to change the Title of a page (name that is the clickable link to that particular page)

Delete Elements & Pages6.0 (pdf - 726Kb)

The difference between Deleting and Unpublishing elements and pages. How to Delete and Unpublish using ACE or Page Pilot.

Files6.0 (pdf - 395Kb)

How to upload and add files to your content pages.

Pictures6.0 (pdf - 218Kb)

How to upload and add pictures (jpg, gif, png files) to your content pages.

QuickEditor6.0 (pdf - 291Kb)

QuickEditor is used to make basic changes to existing content.

The following User Documents are for the Reservation and Facility Scheduling Software.

Getting Started- Basic Information (pdf - 72Kb)

Read this before embarking on the Reservation and Facility Scheduling adventure! System requirements, what you need to know before using the software, and what Affinety needs to know from you.

Configuration Settings (pdf - 51Kb)

Configuration settings allow you to create software 'rules' that best fit your organization.

There are four categories an admin user may fall into, ranging from full access to view-only access. Learn what each type can and cannot do to help you decide how you will assign staff.

Clients (pdf - 305Kb)

Adding and editing Clients, who are the organizations/groups/individuals that are reserving people, places, and things.

Buildings and Rooms (pdf - 265Kb)

How to create the building and rooms that are available for use.

Fees (pdf - 575Kb)

How to create, an edit, fees that are charge for using people, places, and things.

Create Permits (pdf - 949Kb)

How to create new permits.

Edit Permits (pdf - 419Kb)

How to change an existing permit.

Indicating Your Organization Information (pdf - 466Kb)

How to create information about your organization (address, contact names, organization notes), and how that information displays on permits.

Searching for Permits (pdf - 119Kb)

How to find existing permits by number, name, client, or activity date range.

Permit Workflow Stages (pdf - 177Kb)

A permit's lifecycle consists of 3 workflow stages. Learn more about Pending, Booked, and Archived.

Printable Permits (pdf - 379Kb)

Each Permit that is generated has a printable version that include permit details, client details, your organization details, and any applicable notes.

Usage Views (pdf - 637Kb)

View the reservations associated with a reservable item (building, room, person, equipment). Options include both a list and a chart view.

New Permit Checklist (pdf - 47Kb)

Calendars- Admin and Public Views (pdf - 136Kb)

Admin and Public Calendars are available to show events in a Daily, Weekly, or Monthly view.

How To Documents

User Documentation