There are three options for downloading plans from the public dashboard. For the options that require a user to first login, vendors will use their ConneX account which is a free site that is available for vendors to use.
Plan Download Options
Option 1: Online payment to download plans (VPS Online Payments)
Option 2: No log in required to download plans (this will provide access to all and will not auto-add those who download plans to the plan holder list)
Option 3: Auto-add plan holder (this will required a vendor to login before downloading plans and will auto-add the vendor to the plan holder list)
Instructions:
From the left menu, click on ‘home’
Click on ‘Admin’, then select ‘Settings’
Click on the header for ‘OneOffice plan settings’ to expand options
For option #1 above
...
:
Click on ‘Edit’ next to the ‘payment required’ option and enter ‘1'. Click on 'Change Value’.
For option #2 above
...
:
Click on ‘Edit’ next to ‘download’ option and enter ‘0', then ‘Change Value’.
Click on ‘Edit’ next to ‘Auto add plan holder’
...
and change the entry to a ‘0', then 'Change Value’.
Click on ‘Edit’ next to ‘payment required’ option and enter ‘0', then ‘Change Value’.
For option #3 above
...
:
Click on ‘Edit’ next to the ‘Auto add plan holder’ option, and enter ‘1' for the value, then click on ‘Change Value’ .
Make sure that the option for ‘download’ is also a ‘1'
...
for the value.
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