Personalizing your experience

Documentation Portal hints and tips

Content Type
User Guide

If you sign up and create an account in the Documentation Portal, you can use extended features like saving and following searches, and the ability to create and share your own PDFs.

Signing up and logging in

To use the personalized features, first you'll need to create an account:
  1. Click Sign Up from the toolbar.
    Note: If you are a Napatech employee, you do not need to sign up. Just click Sign In from the toolbar, on the next screen select the key icon , and sign in with your usual Napatech credentials.
  2. Enter your name, email address and password in the relevant fields.
    Note: Make sure you meet the password guidelines. The interface will guide you to ensure you create a suitable password.
  3. Check the box to confirm that you have read and accept the Napatech Privacy Policy.
  4. Click Sign Up. An email is sent to the email address you provided.
  5. Click the link in the email and a browser window opens, activating your Documentation Portal account.
  6. Enter your password and you are ready to go.
  7. Next time that you log in, just click Sign In and add your details.

Toolbar features

A number of features are available directly from the My Account icon on the toolbar:

  • Bookmarks: Click to bookmark a topic. You can color code your bookmarks. A new tab Bookmarks appears in the book, showing the bookmarks you have.
  • Personal books: Click to view and create new personal books. See Using Personal Books for more information.
  • Alerts: Click to view and edit alerts you have. See Saving a search for more information.
  • Logout: to log out of your account.

Book and topic features

A number of features are available when you are in a book or topic:

: Click to add a bookmark to the topic that you are in.

: Click to add a topic, or set of topics to a personal book. See Using Personal Books for more information.

: Click to send feedback directly to the documentation team.

: Click to copy and share the URL of the topic.

Using personal books

Personal books are a powerful way of taking parts of the documentation and merging them with content of your own. You can share personal books externally, and download them as HTML or PDF output. You can create an empty personal book from My account, or from a topic when you first decide to create a book. We will walk you through the second method.

  1. Open a topic that you want to add to your personal book, and click
  2. From the dialog, choose whether you want to add This topic only or A set of topics. By default, only the topic you selected is chosen, but you can choose as many topics from a book as you wish.

    Building a personal book by selecting a variety of topics from a hierarchy

  3. Select New book to create a new book, or add to an existing personal book.
  4. Keep adding content from different search results until you are happy with the contents of your personal book, and click OK.
  5. Click My Account > Personal books from the toolbar, and click your book title to view and manage your personal book.
  6. From the toolbar, click Edit icon to edit a topic in your book. As you scroll down your book, you can edit each topic individually. Use these icons available from the left margin:
    Icon Description
    Edit your personal book icon Edit the personal book. Click:
    • Write a topic to create your own content in the book. This might be some notes relevant to your organization's setup. This content belongs to you, and is stored with your personal profile in the Doc Portal.
    • Edit properties to change the title or description of the book.
    • Edit Table of Contents to reorder the topics or delete a topic.
    • Click the trashcan to remove a book completely.
    Share icon Export your book to HTML or PDF format, and to share your book externally. If you choose to share, a unique URL is displayed that you can share with others.
    Note: We recommend that you do not include confidential information in shared content (for example, in any of the topics that you have added to your book), as anyone that you share this URL with can read the topics that you have created.
    Table of contents icon Hides or shows the table of contents.
    Minimise icon Minimizes the icons in the left margin.