If you're new to Streamline, follow these steps to get started!
Step 1: Sign up for your Getting Started training
The Getting Started training will introduce you to the basics of managing your Streamline Web or Portal site, with a focus on basic navigation, content creation, and compliance for your Web site. Every week, we hold live, hour-long training sessions you can sign up for below:
- Every Tuesday @ 1:00 pm Pacific (4:00 pm Eastern)
Sign up here >
- Every Wednesday @ 11:00 am Pacific (2:00 pm Eastern)
Sign up here >
Tip: you can also view the recordings of these trainings below
Step 2: Complete some basic activities on your own
Here are some key things that every Streamline site master should know how to do:
- Make sure you have your Streamline site URL(s) handy and have a username and password -- if you don't for any reason, reach out via email here: firstname.lastname@example.org
- Add some meetings / agendas via the Meeting tab on your Web site(see how)
- Add some items to your Compliance tab on your Web site (see how)
- Create a new Page and add it as a teaser to your homepage on your Web or Portal site (see how)
- Learn how to update and customize your home page (see how)
Step 3: Schedule your 1-on-1 Go Live training!
If you're in the process of launching your Web or Portal site for the first time, make sure you schedule your 1-on-1 Go Live training ASAP! During this 30-minute call, our Head of Customer Happiness, Chris, will personally walk you through the go-live process and answer any questions you have.
Don't forget to review our go live checklist as well to make sure you're squared away.
This session is required before you can take your Web site live to the world!
Once you have completed Step 3, typically we can have your site live to the world within 3-7 days, if not sooner.
Other Suggested Tutorials
- Menus and site navigation
- How to create a landing page, and why
- Creating and posting your Enterprise Catalog (CA only)
- Adding forms to a page
- An Overview of "Pages"
Going live with Portal too? Or just want to go beyond the basics?
The Getting Started training doesn't cover all that you can do with your Streamline Web or Portal site. If you want to learn more about things like user management, how to organize and share your content, how to create and manage forms, or just learn general best practices, sign up for our Applications & Advanced Topics training below!
Note: this training is required for all new Portal admins!
- Every Thursday @ 11:00 am Pacific (2:00 pm Eastern)
Click here to sign up >
View Recorded Trainings
Getting Started (copy of presentation)
Advanced Topics (copy of presentation)