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Kavi® Product Basics
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kavi_titlepage.xsl
Kavi Product Basics Help
1. Kavi Products and Supported Software
2. Getting Familiar with Kavi Product User Interfaces
3. Role-Based Authentication
4. Roles and Responsibilities
5. Kavi Product Documentation
Glossary
Kavi® Edit
Kavi Edit Help
1. Core Concepts
2. Edit Content Tab
3. Edit Source Tab
4. Manage Pages Tab
5. Navigation Tab
6. Finish Session Tab
7. Access
7. Controlling Access to Kavi Edit
8. Editor Admin Tools
9. Assign Editors
10. Assign Editor Types to Pages
11. Manage Editor Types
12. Kavi® Edit Frequently Asked Questions
13. Browser and Known Issues
A. Default Types
Kavi® Mailing List Manager
Kavi Mailing List Manager Help
I. Concepts
1. Introduction to Mailing Lists and Aliases
2. How Email Works
3. How Mailing Lists Work
4. Access Control
5. List Types
6. Moderation
7. How to Moderate a Mailing List
8. Ezmlm Email Address Commands
9. What You Need to Know About Spam
10. Mailing List Policy and Usage Statements
11. Virus Scanning and Spam Blocking
12. Mail archives
13. Logging and Reports
II. Troubleshooting Guide
14. Introduction to Troubleshooting Email
15. Bounces and Automated Bounce Handling
16. Analyzing Email
17. How to Use the Email Troubleshooting Flowcharts
18. Help, I Can't Unsubscribe!
19. Why Didn't Bob Get this Email?
20. Email Seems Slow, What Is Going On?
21. How Did this Message Get Through?
22. Why Was Jane's Email Moderated?
23. What Does this Message Mean?
24. Where Is this Message?
24. Who Received this Message?
25. Why Did I Get this Email from your Organization?
26. Site Response
III. Kavi Mailing List Manager FAQ
27. Kavi® Mailing List Manager FAQ for Users
28. Kavi® Mailing List Manager FAQ for Administrators
IV. Kavi Mailing List Manager Pages
29. My Mailing Lists
30. Mailing List Home
31. List Archives
V. Kavi Mailing List Manager Admin Tools
32. Add a Mailing List
33. Manage Mailing Lists
34. Edit a Mailing List
35. Delete a Mailing List
36. Mailing List Home
37. Add an Alias
38. Manage Aliases
39. Edit an Alias
40. Delete an Alias
41. Add Subscribers
42. Edit a List's Subscribers
43. Edit an Email Address
44. Manage a Subscriber's Lists
45. Subscriber Report
46. Log Report
47. Examine Mail Headers
48. Mail Logs
VI. Kavi Mailing List Manager Super Administrator Pages
49. Manage List Types
50. Add a List Type
51. Edit a List Type
52. Delete a List Type
53. Edit List Text
54. Synchronize Lists
VII. Appendix
A. Accessing the Full Header for Email Troubleshooting
B. System Aliases
C. Default List Types
D. Kavi Mailing List Manager Default Types
E. Changing List Type Options
F. Composing Email to Post to a List
G. Ezmlm Quick Reference Guide
H. List Features
I. Mail Log Samples
J. Posting Access Tables
K. Sample Policy and Usage Statement
L. Subscriber Types
M. Configuring Lists for Common Use Cases
Kavi® Members
Kavi Members Help
I. Kavi Members Concepts and General Instructions
1. Kavi Members: Member Management for Your Organization's Web Site
2. Managing Companies and Users
3. Purpose
4. Rosters and Directories
5. Logging
6. How to Configure Kavi Members
7. Membership Application and Company Representative Signup
8. Accepted Domains
9. User and Company Privacy Options
10. Access
11. Status, Activation and Deletion
12. Roles
13. Types
14. Company Types
15. Company Admin and Contact Types
16. User Types
17. How to Manage Access
17. Using Membership Type Groups to Set Business Rules
18. Membership
19. Membership Workflow
20. How to Set Up Membership Types
21. How to Issue Membership Bills
22. Membership Renewal
23. Scheduled Email
II. Kavi Members FAQ
24. Kavi Members FAQ
III. Kavi Members Public Area Tools
25. Company Representative Signup
26. Company Membership Application
27. Individual Membership Application
28. Membership Status
29. Review Application
30. Membership Renewal
31. Membership Renewal Form
32. Password Help
33. Create New Username and Password
34. View Access Configuration
IV. Kavi Members User Tools
35. Edit Your Account
36. Change Password
37. Manage Memberships
38. Company Rosters
V. Kavi Members Company Tools
39. Edit a Company
40. Add a User
41. Edit a User
42. Delete a User
43. User Activity History
44. Company Roster
45. Manage Memberships
VI. Kavi Members Directories and Rosters
46. Limit Companies for Rosters and Directories
47. Limit Users for Rosters and Directories
48. Configure Company Directory
49. Configure User Directory
50. Configure Roster
51. Manage Status for Rosters and Directories
52. Edit Text for Rosters and Directories
51. User Data Report
VII. Kavi Members Reports
52. User Addresses
53. Individual Membership Report
53. Run a Report
54. Company Data Report
54. User Activity History
55. Company Addresses
55. User Activity Log
56. Company Activity History
56. Company Membership Report
57. Company Activity Log
58. Full Activity Log
59. Companies Over Time Graph
60. Users Over Time Graph
61. Users and Companies by Type Graph
62. Membership Expiration Over Time Graph
63. Membership by Type Graph
VIII. Kavi Members Admin Tools
64. Add a User
65. Manage a User
66. Edit a User
68. Delete a User
69. Add an Individual Membership
70. Delete an Individual Membership
71. Edit an Individual Membership
72. Renew an Individual Membership
73. Replace an Individual Membership
74. Change Username and Password
75. Change User Status
76. Add User Activity Record
77. Add a Company
78. Manage a Company
79. Edit a Company
81. Delete a Company
80. Edit a Company
82. Add a Company Membership
83. Delete a Company Membership
84. Edit a Company Membership
85. Renew a Company Membership
86. Replace a Company Membership
87. Change Company Status
88. Add Company Activity Record
89. Company Representative Applications
90. Manage a Company Representative Application
91. Individual Membership Applications
92. Manage an Individual Membership Application
93. Company Membership Applications
94. Manage a Company Membership Application
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95. Send Simple Email
96. Send Template Blast to Users
97. Send Template Blast to Company Representatives
98. View Email Schedule
IX. Kavi Members Super Admin Tools
99. Set Organizational Properties
100. Configure Company Representative Signup Options
101. Configure Privacy Options
101. Manage Templates
102. Add Template
102. View Access Configuration
103. Edit Template
103. Manage Roles
104. Add a Role
104. Delete Template
105. Edit a Role
105. View Email Notification Schedules
106. Delete a Role
107. Manage User Types
108. Add a User Type
109. Edit a User Type
110. Delete a User Type
111. Manage Company Types
112. Add a Company Type
113. Edit a Company Type
114. Delete a Company Type
115. Manage Company Administration and Contact Types
116. Add a Company Administration and Contact Type
117. Edit a Company Administration and Contact Type
118. Delete a Company Administration and Contact Type
119. Configure Global Membership Application Options
118. Manage Company Membership Type Groups
119. Add Company Membership Type Group
120. Manage Company Membership Types
121. Add Company Membership Type
120. Edit Company Membership Type Group
121. Delete Company Membership Type Group
122. Edit Company Membership Type
123. Delete Company Membership Type
124. Configure Company Membership Application Options
125. Manage Individual Membership Types
126. Add Individual Membership Type
127. Edit an Individual Membership Type
126. Manage Individual Membership Type Groups
127. Add Individual Membership Type Group
128. Delete Individual Membership Type
128. Edit Individual Membership Type Group
129. Manage Email Schedule
129. Delete Individual Membership Type Group
130. Schedule an Email
131. Edit a Scheduled Email
132. Delete a Scheduled Email
133. Change Scheduled Email Status
134. Manage Email Templates
135. Add an Email Template
136. Edit an Email Template
137. Delete an Email Template
137. Manage Company Administration and Contact Types
138. Upload Data
138. Add a Company Administration and Contact Type
139. Manage Activity Types
140. Add an Activity Type
139. Edit a Company Administration and Contact Type
140. Delete a Company Administration and Contact Type
141. Report Builder
142. Add a Report
143. Edit a Report
144. Delete a Report
145. Change Report Status
146. Change Company Purpose
147. Check Data Integrity
148. Generate Login Keys
149. Delete Logs
148. Manage Company Membership Email Notifications
149. Add Company Membership Email Notification
150. Configure Kavi Members: All Options
150. Edit Company Membership Email Notification
151. Installed Member Directories and Rosters
151. Delete Company Membership Email Notification
X. Appendix
152. Configure Individual Signup and Renewal Options
A. Preparing CSV Files for Upload
B. Predefined Data Fields
153. Manage Individual Membership Email Notifications
154. Add Individual Membership Email Notification
C. Kavi Members Default Roles
155. Edit Individual Membership Email Notification
D. Kavi Members Default Types
156. Delete Individual Membership Email Notification
E. Sample Company Data Files for the Upload Data Tool
F. Sample User Data Files for the Upload Data Tool
158. Manage Company Representative Email Notifications
G. Kavi Members Email Template Variables
159. Add Company Representative Email Notification
G. Kavi Members Template Variables
H. Upload Data Instructions for Add, Edit and Delete Actions
160. Edit Company Representative Email Notification
161. Delete Company Representative Email Notification
E. How Default Email Templates Are Used
F. Kavi Members Index of Tools
Kavi® Groups
Kavi Groups Help
Group Administrator Overview
Roles and Privileges
Sharing
All Groups
My Groups
Personalize My Groups
Breadcrumbs
Using Search
Full Text Search
Group Home Page
View Group Home Page as a Visitor
Deny Membership Notification
Charters and Chairs
Edit Group Setup
Edit Group Charter
Edit Group Notes
Add New Subgroup
Modify Email Templates
View Group Roster
Manage Group Roster
Manage Group Roster by Attendance
Add New Group Member
Join a Group
Meeting Attendance Report
Modify Group Member Role
Remove Group Member
Resolve Pending Membership Requests
General Membership Calendar
Add an Event to the General Membership Calendar
Group Calendar
Event Details
List All Events by Date
Track Event Attendance
Add an Event
Manage an Event
Modify an Event
Cancel an Event
Uncancel an Event
Delete an Event
What is a Document
Manage Documents
Autoname Documents
Add a New Document or Document Revision
Modify Document Details
Copy a Document
Delete a Document
View a Document Comment
Add a Document Comment
Delete a Document Comment
View a Document
Group Documents
Document Details
Shared Documents
What is a Document Folder
Manage Document Folders
Add a Document Folder
Edit a Document Folder
Delete a Document Folder
All Ballots
Group Ballots
Ballot Details
Create a New Ballot
Preview a Ballot
Modify (or re-open) a Ballot
Edit Votes and Proxy Vote
Eligible Voters
Close a Ballot
Delete a Ballot
Cast a Vote
Associate a Document/Comment With Your Vote
Vote Details
Group Action Items
Action Item Details
Add an Action Item
Modify or Close an Action Item
Delete an Action Item
Email Threads
Send Mail to Group Mailing List
Groups Public Area
Public Ballots
Public Ballot Details
Public Calendar
Public Documents
Public Document Details
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Kavi Groups Help