diff --git a/.github/workflows/main.yml b/.github/workflows/main.yml index 476767a..3e7df37 100644 --- a/.github/workflows/main.yml +++ b/.github/workflows/main.yml @@ -1,4 +1,4 @@ -# This is a basic workflow to help you get started with Actions + # This is a basic workflow to help you get started with Actions name: CI @@ -6,48 +6,28 @@ name: CI on: # Triggers the workflow on push events but only for the master branch push: - branches: [ main ] + branches: + - main + - preview # Allows you to run this workflow manually from the Actions tab workflow_dispatch: # A workflow run is made up of one or more jobs that can run sequentially or in parallel jobs: - # This workflow contains a single job called "build" - build: - # The type of runner that the job will run on - runs-on: [self-hosted, doc-build] - - # Steps represent a sequence of tasks that will be executed as part of the job - steps: - # Checks-out your repository under $GITHUB_WORKSPACE, so your job can access it - #- uses: actions/checkout@v2 - - # Runs a set of commands using the runners shell - - name: Run a multi-line script - run: | - cd /home/ubuntu - [ -d CompanyDoc ] && rm -rf CompanyDoc - [ -d company-docs ] && rm -rf company-docs - [ -d Docs-Template-Repo-Old-Master ] && rm -rf Docs-Template-Repo-Old-Master - [ ! -d CompanyDoc ] && mkdir -p CompanyDoc - git clone --depth 1 https://github.com/dynamsoft-docs/company-docs.git company-docs - git clone --depth 1 --branch old-master https://github.com/dynamsoft-docs/Docs-Template-Repo.git Docs-Template-Repo-Old-Master - cp -rfp ./company-docs/* ./CompanyDoc/ - cp -rfp ./Docs-Template-Repo-Old-Master/* ./CompanyDoc/ - cd CompanyDoc && bundle install && bundle exec jekyll build - - python3 /home/ubuntu/ftp.py /home/ubuntu/CompanyDoc/_site/ ./www.dynamsoft.com/company/docs/ prod - - - name: Trigger Webhook - run: | - curl -X POST -H "${{ secrets.WEBHOOK_USER }}" -H "${{ secrets.WEBHOOK_TOKEN }}" -H "Content-Type: application/json" -d "[\"/company/docs/*\"]" ${{ secrets.WEBHOOK_URL }} - - - name: Run a multi-line script - run: | - cd /home/ubuntu - [ -d CompanyDoc ] && rm -rf CompanyDoc - [ -d company-docs ] && rm -rf company-docs - [ -d Docs-Template-Repo-Old-Master ] && rm -rf Docs-Template-Repo-Old-Master - - + # This workflow contains jobs called "Build-Main" and "Build-Preview" + Build-Main: + if: ${{ github.ref == 'refs/heads/main' }} + uses: dynamsoft-docs/Docs-Template-Repo/.github/workflows/called-workflow-build-sync-production.yml@main + with: + doc-repo: company-docs + doc-url: company/docs + secrets: inherit + + Build-Preview: + if: ${{ github.ref == 'refs/heads/preview' }} + uses: dynamsoft-docs/Docs-Template-Repo/.github/workflows/called-workflow-build-sync-testing.yml@preview + with: + doc-repo: company-docs + doc-url: company/docs + secrets: inherit \ No newline at end of file diff --git a/.gitignore b/.gitignore index 4ef2717..43f68e4 100644 --- a/.gitignore +++ b/.gitignore @@ -1,2 +1,10 @@ +# See https://help.github.com/articles/ignoring-files/ for more about ignoring files. + +# dependencies +/node_modules +/_site +Gemfile.lock +/.vscode *.log +/.jekyll-cache \ No newline at end of file diff --git a/.vscode/settings.json b/.vscode/settings.json deleted file mode 100644 index a4d35c1..0000000 --- a/.vscode/settings.json +++ /dev/null @@ -1,5 +0,0 @@ -{ - "cSpell.ignoreWords": [ - "fedwire" - ] -} \ No newline at end of file diff --git a/_config.yml b/_config.yml index 0177037..d074dec 100644 --- a/_config.yml +++ b/_config.yml @@ -32,6 +32,7 @@ docHomePage: /company/docs # sampleFolder: /sample-folder/ customer-portal: /company/docs/customer-portal/ +useVersionTree: true # public resources. diff --git a/_data/full_tree.yml b/_data/full_tree.yml new file mode 100644 index 0000000..dd4d38f --- /dev/null +++ b/_data/full_tree.yml @@ -0,0 +1,2 @@ +tree_file_list: + - sidelist-full-tree.html \ No newline at end of file diff --git a/_data/product_version.yml b/_data/product_version.yml new file mode 100644 index 0000000..31c8516 --- /dev/null +++ b/_data/product_version.yml @@ -0,0 +1,4 @@ +useGroupedVersion: true + +version_info_list: + - value: latest version \ No newline at end of file diff --git a/_includes/sidelist-customer-portal-faq/sidelist-customer-portal.html b/_includes/sidelist-customer-portal-faq/sidelist-customer-portal.html deleted file mode 100644 index 4caa0e0..0000000 --- a/_includes/sidelist-customer-portal-faq/sidelist-customer-portal.html +++ /dev/null @@ -1,21 +0,0 @@ -
  • Customer Portal - -
    • \ No newline at end of file diff --git a/_includes/sidelist-full-tree.html b/_includes/sidelist-full-tree.html new file mode 100644 index 0000000..a81e016 --- /dev/null +++ b/_includes/sidelist-full-tree.html @@ -0,0 +1,23 @@ +
  • Guide Index
    • +
  • General + +
    • +
  • License Management + +
    • +
  • Account & Communication + +
    • +
  • FAQ
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-[0604/180021:WARNING:quota_manager.cc(1833)] Create directory failed for path diff --git a/customer-portal/email-notification.md b/customer-portal/email-notification.md index 1857fbb..3cdeeae 100644 --- a/customer-portal/email-notification.md +++ b/customer-portal/email-notification.md @@ -1,53 +1,60 @@ --- layout: default-layout title: Email Notification -keywords: subscribe, unsubscribe, email -description: Subscribe&unsubscribe Email Notification +keywords: subscribe, unsubscribe, email, newsletter, renewal reminder +description: How to subscribe and unsubscribe from Dynamsoft email notifications. breadcrumbText: Email Notification needAutoGenerateSidebar: true --- # Email Notification -## Subscribe to Newsletter +## Subscribe to the Dynamsoft Newsletter -Subscribe to our newsletter at the bottom of [our website page](https://www.dynamsoft.com/). +Stay up to date with the latest news, product releases, and tutorials from Dynamsoft. -![Subscribe1]({{site.assets}}img/Subscribe-1.png) +- To subscribe, visit the [Dynamsoft Newsletter Subscription Page](https://www.dynamsoft.com/subscription/). +- Select your interests (e.g., product news, monthly company newsletter) and enter your business email address. -## Edit the email address or add a new email address for license/maintenance renewal notification +![Newsletter Subscription]({{site.assets}}img/customer-portal-subscription-1.png) -You need to change the contacts of the corresponding order. All contacts will receive the renewal notification. - -Step 1: Check if the contact you want to add/edit is one user under your company. - -Please go to "Account Setting" - "Profile" and click "More Details" under "Company Info". +--- -![Invite-Contact1]({{site.assets}}img/Invite-Contact-1.png) +## Subscribe to License or Maintenance Renewal Reminders -You will find "User List" of your company and search if the person is listed or not. +**Only the existing users can add others to receive renewal reminder emails.** -![Invite-Contact2]({{site.assets}}img/Invite-Contact-2.png) +To ensure specific users receive renewal reminders for a license/order: -Step 2: +1. **Invite the user to your organization** + - Go to **Account Management > Users** in the Customer Portal. + - Enter the email address and select your company, then click **Invite**. + - The invited user will receive an email and must accept the invitation. -- Case 1: If the person is listed on "User List", please go to "Order" - "My Order" and find the specified order. There is a button "Contact" on "Operations" column. Please click it and add/edit the contact email address and specify "Contact Type". + [Detailed Guide: How to Invite Others to Your Organization](manage-contacts.md#how-to-invite-others-to-your-organization) -![Invite-Contact3]({{site.assets}}img/Invite-Contact-3.png) +2. **Add the user to the specific order’s contact list** + - Go to **Order > My Orders**. + - Find the order, click **Manage Contacts**, and add the user’s email to the contact list. -![Invite-Contact4]({{site.assets}}img/Invite-Contact-4.png) + [Detailed Guide: How to Add Users to a Specific Order](manage-contacts.md#how-to-add-users-to-a-specific-order) -- Case 2: If the person is not the one under your company, please invite him/her first. Please go to "Account Setting" - "Contacts", fill in the email address and choose the specified company, then click "Invite". +**Only users in the contact list for that order will receive license or maintenance renewal reminder emails.** -![Invite-Contact5]({{site.assets}}img/Invite-Contact-5.png) +--- -The person who is invited will receive an Invite Confirm Email. Once he/she confirms, he/she will be listed on "User List", then repeat the process in Case 1. +## How to Unsubscribe from Renewal Notifications -## Unsubscribe from the renewal notification +If a user no longer wishes to receive renewal reminders for a specific order: -If the contact(s) is removed from the order contacts, the person cannot check the license detail of this order any more. If you simply wish to no longer receive the renewal emails, please unsubscribe from the list by clicking the link in the email itself. +- They can click the **"unsubscribe from this list"** link found at the bottom of any renewal reminder or marketing email from Dynamsoft. -![Unsubscribe1]({{site.assets}}img/Unsubscribe-1.png) +![Unsubscribe Example]({{site.assets}}img/Unsubscribe-1.png) +Or, you can remove them from the order’s contact list, which will also remove their access to view license details for that order. +--- +**Note:** +- Removing a user from the order contacts removes both reminder emails and license access for that order. +- For help with email preferences or contact management, contact [support@dynamsoft.com](mailto:support@dynamsoft.com). diff --git a/customer-portal/expand-quota.md b/customer-portal/expand-quota.md index 7d0bd52..6636bc5 100644 --- a/customer-portal/expand-quota.md +++ b/customer-portal/expand-quota.md @@ -1,25 +1,41 @@ --- layout: default-layout title: Expand Quota -keywords: expand quota, runtime license -description: How to expand quota of the runtime license +keywords: expand quota, runtime license, license quota, Dynamsoft +description: How to expand the quota of your license in the Dynamsoft Customer Portal. breadcrumbText: Expand Quota needAutoGenerateSidebar: true --- # Expand Quota -## Expand quota of the runtime license? +## How to Expand the Quota of a License -You can go to **"License - Full License"** and find the runtime license which you want to expand quota. You will find "Add Quota" button in the drop-down button of "Manage License". +You can easily purchase additional quota for your licenses directly from the Dynamsoft Customer Portal. -![Add-Quota1]({{site.assets}}img/Add-Quota-1.png) +### Step-by-Step Instructions -By clicking it, you will go to Check Out page. +1. Go to **Order > Full License** in the [Customer Portal](https://www.dynamsoft.com/customer/license/fullLicense). +2. Locate the license you wish to expand. +3. Click the **Manage** dropdown next to the license and select **Add Quota**. +![Add Quota Step 1]({{site.assets}}img/customer-portal-quota-expansion-1.png) +4. You will be redirected to the Add Additional Quota page. + Confirm the product and quantity, then proceed to the billing details form. +![Add Quota Step 2]({{site.assets}}img/customer-portal-quota-expansion-2.png) +5. **Fill out the required billing information**, including: + - Billing Contact and Technical Contact + - Company Name and address + - Deployment type +![Add Quota Step 3]({{site.assets}}img/customer-portal-quota-expansion-3.png) +6. Once all information is complete, click **Checkout** to submit your order and complete payment. -![Add-Quota2]({{site.assets}}img/Add-Quota-2.png) +--- + +## Request a Quota Expansion Quote -After confirming the product and quantity, please fill in Billing Details and then click "Check Out". Expand quota will be successful after you finish the payment. +If you require a custom quote, need a proforma invoice, or the available options do not meet your needs, please contact our sales team at [sales@dynamsoft.com](mailto:sales@dynamsoft.com). -You can also send email to ask for official quote or proforma invoice to process the Expand order. +--- +**Need assistance?** +Contact us at [sales@dynamsoft.com](mailto:sales@dynamsoft.com) for help with quota expansion or any related questions. \ No newline at end of file diff --git a/customer-portal/faq.md b/customer-portal/faq.md index 19a890f..5747c4b 100644 --- a/customer-portal/faq.md +++ b/customer-portal/faq.md @@ -1,54 +1,140 @@ --- layout: default-layout title: FAQ -keywords: Customer Portal, FAQ -description: This page is about general FAQ for Customer Portal. +keywords: Customer Portal, FAQ, license, renewal, quota, contacts, upgrade, subscription +description: General FAQ for Dynamsoft Customer Portal. breadcrumbText: FAQ needAutoGenerateSidebar: true --- # FAQ -## My company has purchased the license(s). Why do I see no license info in my account? +## License Management -You are not the one who purchased the license and your email address is not one of the order contacts. Please follow the steps on [How do I invite other contact to access the Dynamsoft license I purchased?](#how-do-i-invite-other-contacts-to-access-the-dynamsoft-license-i-purchased) +### My company has purchased a license. Why don’t I see any license info in my account? +You are likely not listed as an order contact for that license. Only users added to the **order’s contact list** can view license details. +1. Let others on the contact list to invite you to your company account via **Account Management > Users**. +[Detailed Guide: How to Invite Others to Your Organization](manage-contacts.md#how-to-invite-others-to-your-organization) +![Invite Contact]({{site.assets}}img/customer-portal-account-contacts-1.png) +2. They also need to add you to the specific order’s contact list via **Order > My Orders > Manage Contacts**. +Only after these steps will they see license/order details and receive relevant email notifications. +[Detailed Guide: How to Add Users to a Specific Order](manage-contacts.md#how-to-add-users-to-a-specific-order) +![Order Contact List]({{site.assets}}img/customer-portal-account-contacts-2.png) -If you are one of the order contacts, but you still cannot see the license detail of this order, please contact us . +--- + +### What is the difference between company contacts and order contacts? + +- **Company contacts** have access to account management and can be assigned as primary user. +- **Order contacts** are specific to each purchase/order, and only these users can view license details or receive license/renewal reminders for that order. + +--- + +### How do I remove someone’s access to a license? + +Remove their email from the order’s contact list using **Order > My Orders > Manage Contacts**. +They will lose access to license details and stop receiving notifications for that order. + +--- + +## License Renewal & Maintenance + +### How do I renew my annual license or maintenance? + +Go to **Order > Full License** or **Order > Upcoming Renewal**, select the licenses you wish to renew, and click **Renew Now** or **Renew Selected**. +For more, see: [Renewal Guide](/customer-portal/renewal.md) + +![Renew Multiple or Single License]({{site.assets}}img/customer-portal-renew-license-1.png) + + +--- + +## Upgrades & Quota + +### Am I eligible for a free upgrade? + +- **Annual licenses:** Free upgrades for all valid annual licenses. +- **Perpetual licenses:** Free upgrade if maintenance is still valid. + +See: [Upgrade Guide](/customer-portal/request-upgrade.md) + +--- + +### How can I increase my license quota? + +Go to **Order > Full License**, select **Manage > Add Quota** for your license, then complete the checkout process. +See: [Quota Expansion Guide](/customer-portal/expand-quota.md) - -## How do I invite other contact(s) to access the Dynamsoft license I purchased? +![Add Quota Step 1]({{site.assets}}img/customer-portal-quota-expansion-1.png) -Once you purchased a license, your developer may want to get the license from the portal directly. +--- + +## Orders & Payment + +### How do I request a quote and complete payment? + +You can request a quote in the [Purchase Center](https://www.dynamsoft.com/Support/How-to-purchase-Dynamsoft-products.aspx), and pay online via the Customer Portal or the link in your quote email. +See: [How to Purchase by Quote](/customer-portal/quote-purchase.md) + +--- + +### What payment methods are supported? + +We accept credit card, PayPal, wire transfer, and check. + +![Payment Method Example]({{site.assets}}img/customer-portal-quote-4.png) + +--- + +## Email Notifications -Step 1: Check if the contact you want to add is one user under your company. +### How do I subscribe to or unsubscribe from Dynamsoft newsletters? -Please go to "Account Setting" - "Profile" and click "More Details" under "Company Info". +Visit the [Newsletter Subscription Page](https://www.dynamsoft.com/subscription/) to manage your subscriptions. +To unsubscribe from marketing emails, click the **unsubscribe** link in any marketing email. -![Invite-Contact1]({{site.assets}}img/Invite-Contact-1.png) +--- + +### How do I manage license/renewal reminder emails? + +Only order contacts receive renewal notifications. +To unsubscribe, either: +- Click the unsubscribe link in a renewal reminder email, **or** +- Ask other people in your organization to remove you from the order contacts. + +![Unsubscribe Example]({{site.assets}}img/Unsubscribe-1.png) + +--- -You will find "User List" of your company and search if the person is listed or not. +## Account Management -![Invite-Contact2]({{site.assets}}img/Invite-Contact-2.png) +### How do I change the primary contact for my organization? -Step 2: +Only the current primary contact can assign a new primary contact. If the current primary contact has left and cannot make the change, email [support@dynamsoft.com](mailto:support@dynamsoft.com) for help. -- Case 1: If the person is listed on "User List", please go to "Order" - "My Order" and find the specified order. There is a button "Contact" on "Operations" column. Please click it and add the contact email address and specify "Contact Type". Then the new contact of this order can check the order detail and its license detail. +--- + +### Can I change the email address for my Dynamsoft account? + +No, email addresses cannot be changed in the portal. Please contact [sales@dynamsoft.com](mailto:sales@dynamsoft.com) for assistance. -![Invite-Contact3]({{site.assets}}img/Invite-Contact-3.png) +--- -![Invite-Contact4]({{site.assets}}img/Invite-Contact-4.png) +### How do I remove my account? -- Case 2: If the person is not the one under your company, please invite it first. Please go to "Account Setting" - "Contacts", fill in the email address and choose the specified company, then click "Invite". +Please contact [sales@dynamsoft.com](mailto:sales@dynamsoft.com) to request account removal. -![Invite-Contact5]({{site.assets}}img/Invite-Contact-5.png) +--- -The person who is invited will receive an Invite Confirm Email. Once he/she confirms, he/she will be listed on "User List", then repeat the process in Case 1. +## Trial Licenses -## How can I remove my account? +### How do I request or extend a trial license? -Please contact us via email to remove the account. +Request a free trial or extension via the **Trial License** section in the Customer Portal. Most trials can be extended up to two times. +See: [Trial License Guide](/customer-portal/trial-license.md) -## Can I change the email address of my Dynamsoft account? +![License-TrialLicense1]({{site.assets}}img/customer-portal-trial-license.png) -No, you cannot do it in the customer portal. Please contact to . +--- +For further questions or documentation feedback, contact [support@dynamsoft.com](mailto:support@dynamsoft.com). diff --git a/customer-portal/full-license.md b/customer-portal/full-license.md index 98b011c..ae2753d 100644 --- a/customer-portal/full-license.md +++ b/customer-portal/full-license.md @@ -1,29 +1,48 @@ --- layout: default-layout title: Full License -keywords: full license, SDK download link -description: Full license and full SDK download link +keywords: full license, SDK download link, license activation, manage license +description: How to view, activate, and manage full licenses and download SDKs from the Dynamsoft Customer Portal. breadcrumbText: Full License & SDK Download Link needAutoGenerateSidebar: true --- # Full License -## View and activate the purchased license(s) +## View and Activate Your Purchased License(s) -You can find your purchased license(s) in **[Customer Portal - License - Full License](https://www.dynamsoft.com/customer/license/fullLicense)**. +You can find all your purchased licenses in the [Customer Portal - Full License](https://www.dynamsoft.com/customer/license/fullLicense). +![Full-License1]({{site.assets}}img/customer-portal-full-license-1.png) -![Full-License1]({{site.assets}}img/Full-License-1.png) +For some licenses, activation is required before they can be used. Click **Activate** as indicated to enable the license. -For some licenses, you need to activate them before using it. +--- + +## License Details -![Full-License2]({{site.assets}}img/Full-License-2.png) +To view details for a license, click the **License Detail** button on the relevant activated license. +![License Details]({{site.assets}}img/customer-portal-full-license-3.png) +This page shows your license key, linked project, and deployment information. -## Get the full SDK download link of the relevant product +--- -You can find the full SDK download link by clicking "Detail" - "Download SDK". +## Manage License -![SDK-Download1]({{site.assets}}img/SDK-Download-1.png) +Click the **Manage** button for more license management options, including: +![Manage License]({{site.assets}}img/customer-portal-full-license-2.png) +- **Usage Statistics**: View license usage and activity. +- **Add Quota**: Purchase and add additional license quota. +- **Upgrade**: Upgrade to a newer SDK version. +- **Order Detail**: View your original order information. +- **Download SDK**: Access the relevant SDK download. + +--- + +## Downloading Older SDK Versions + +You can also find download links for older versions of Dynamsoft products in the [Download Center](https://www.dynamsoft.com/customer/download). + +--- -You can also find download links for older versions of our products in the **[Download Center](https://www.dynamsoft.com/customer/download) - Download Products** +If you need assistance with activation, managing quotas, or finding the right SDK, please contact [Dynamsoft support](https://www.dynamsoft.com/company/contact/). \ No newline at end of file diff --git a/customer-portal/index.md b/customer-portal/index.md index 75456c2..f5ac296 100644 --- a/customer-portal/index.md +++ b/customer-portal/index.md @@ -6,19 +6,30 @@ description: Customer Portal index page breadcrumbText: Customer Portal --- - # Customer Portal Guide -## About this documentation +## About This Documentation + +This guide helps you learn how to use the Dynamsoft Customer Portal for all major tasks, from trial to purchase, license management, renewals, and notifications. + +--- + +## Portal Topics + +- **Getting Started** + - [Request a Trial License](trial-license.md) + - [Purchase by a Quote](quote-purchase.md) + - [Get Full License and Product](full-license.md) + +- **License Management** + - [Request Upgrade](request-upgrade.md) + - [Renew License or Maintenance](renewal.md) + - [Expand Quota of Runtime License](expand-quota.md) + - [Check Quota Usage](quota-usage.md) -This helps you to learn more about Dynamsoft customer portal. +- **Account and Communication** + - [Manage Contacts](manage-contacts.md) + - [Email Notification](email-notification.md) -- [Request a trial license](trial-license.md) -- [Purchase by a quote](quote-purchase.md) -- [Get full license and product](full-license.md) -- [Request upgrade](request-upgrade.md) -- [Renew license or maintenance](renewal.md) -- [Expand quota of runtime license](expand-quota.md) -- [Manage contacts](manage-contacts.md) -- [Email notification](email-notification.md) -- [FAQ](faq.md) +- **General Help** + - [FAQ](faq.md) diff --git a/customer-portal/manage-contacts.md b/customer-portal/manage-contacts.md index 78591f9..f2ed569 100644 --- a/customer-portal/manage-contacts.md +++ b/customer-portal/manage-contacts.md @@ -1,34 +1,75 @@ --- layout: default-layout title: Manage Contacts -keywords: add contacts, remove contacts -description: How to manage contacts for the company account +keywords: add contacts, remove contacts, order contacts, company contacts, Dynamsoft +description: How to manage contacts for your company and for specific orders in the Dynamsoft Customer Portal. breadcrumbText: Manage Contacts needAutoGenerateSidebar: true --- # Manage Contacts - -## Invite other contact(s) to collaborate -Please go to "Account Setting" - "Contacts", fill in the email address and choose the specified company, then click "Invite". +## Company Contacts vs. Order Contacts — What’s the Difference? -![Invite-Contact5]({{site.assets}}img/Invite-Contact-5.png) +**Important:** +- **Adding someone as a company contact does *not* grant access to all license/order information.** +- **To view license details for a specific order, a user must be added as a contact to *that order* directly.** +- Company contacts can help with account administration, but only order contacts can view and manage license details for a given order. -The person who is invited will receive an Invite Confirm Email. Once he/she confirms, he/she will be one user of your company account. +--- + +## How to Invite Others to Your Organization + +To add a new contact to your company account: + +1. Go to **Account Management > Users** in the Customer Portal. +2. Enter the new user's email address and select your company name. +3. Click **Invite**. + +![Invite Contact]({{site.assets}}img/customer-portal-account-contacts-1.png) +- The invited person will receive an email invitation. +- Once accepted, they become a company contact (but do not have access to licenses/orders unless added as an order contact). -## Remove contacts from Dynamsoft account if they are no longer with our company +--- + +## How to Add Users to a Specific Order + +To give a user access to license details for a specific order: -Note - This operation can only be done by the admin, or primary, contact of the account. The admin contact can log in and give admin rights to a different user if necessary but -there can only be one admin at a time. +1. Go to **Order > My Orders** in the Customer Portal. +2. Find the relevant order and click **Manage Contacts** under the "**Operations**" column. +3. Add the user's email to the order’s contact list. -Please go to "Account Setting" - "Profile" and click "More Details" under "Company Info". +![Order Contact List]({{site.assets}}img/customer-portal-account-contacts-2.png) -You will find "User List" of your company. +**Note:** +A user must be in the contact list of that specific order to view or manage its license details. + +--- -If you are the admin user, there will be options to delete other users or to set them as account administrators. +## Managing and Removing Company Contacts + +Existing contacts on file can manage company contacts. + +1. Go to **Account Management > Users** to view all users under your organization. +2. If you are the primary contact, you will see options to **Set Primary Contact** or **Delete** users. + +![Company Contact Management]({{site.assets}}img/customer-portal-account-contacts-3.png) + +--- + +## Primary User Changes and Support + +- There can only be **one primary contact** at a time. +- If your current primary user is leaving, they should transfer primary user rights to another user. +- If the current primary user cannot do this, please contact [support@dynamsoft.com](mailto:support@dynamsoft.com) for assistance. Include the details of the current and new primary user. + +--- -![User-List1]({{site.assets}}img/Invite-Contact-1.png) +**Summary:** +- Add users to your company for account management. +- Add users to *specific orders* so they can view and manage licenses for those orders. +- Only primary user can make primary user changes. -If you are not the Admin user and the Admin is the one who leaves your company, please ask the Admin user to handover the admin to you. Then you will be the Admin user for your company. If this is not a possibility, please send an email to support@dynamsoft.com explaining the scenario including who the current admin contact is and who you would like it switched to. +For any issues or special requests, reach out to [support@dynamsoft.com](mailto:support@dynamsoft.com). \ No newline at end of file diff --git a/customer-portal/quota-usage.md b/customer-portal/quota-usage.md new file mode 100644 index 0000000..327ef35 --- /dev/null +++ b/customer-portal/quota-usage.md @@ -0,0 +1,58 @@ +--- +layout: default-layout +title: Check Quota Usage +keywords: quota usage, license usage, Customer Portal, statistics, monitoring +description: How to check license quota usage in the Dynamsoft Customer Portal and License Server. +breadcrumbText: Quota Usage +needAutoGenerateSidebar: true +--- + +# Check Quota Usage + +This guide explains how to check license quota usage for your Dynamsoft licenses through the Customer Portal and License Server. + +--- + +## Steps to View Quota Usage + +1. Navigate to Order > [Full License](https://www.dynamsoft.com/customer/license/fullLicense). +2. Find your license in the list and click **License Detail** under the "Operation" column. + + ![License Detail Button]({{site.assets}}img/customer-portal-quota-usage-1.png) + +3. On the License Details page, click **Manage the License** at the top. + + ![Manage the License]({{site.assets}}img/customer-portal-quota-usage-2.png) + +4. The system will redirect you to the License Server’s project page. + In the left menu, select **Projects** and locate your project. + +5. Click **View Statistics** for the relevant project. + + ![View Statistics Button]({{site.assets}}img/customer-portal-quota-usage-3.png) + +6. You will see a detailed usage breakdown, including: + - License type and quota (e.g., number of devices or scans) + - Percentage and total used + - Expiry date + - Supported modules and related information + + ![Quota Usage Details](/assets/img/customer-portal-quota-usage-4.png) + +--- + +## FAQ + +**What is quota usage?** +Quota usage shows how much of your license’s total allocation (devices, scans, etc.) you have used. + +**Why don’t I see usage details?** +You need to be an order contact for that license. Ask others in your organization to add you if you require access. +[Detailed Guide: How to Add Users to a Specific Order](/customer-portal/manage-contacts.md#how-to-add-users-to-a-specific-order) + +**What if I’m close to reaching my quota?** +You can [expand your quota](/customer-portal/expand-quota.md) at any time, or contact [support@dynamsoft.com](mailto:support@dynamsoft.com) for advice. + +--- + +For further assistance, please contact [support@dynamsoft.com](mailto:support@dynamsoft.com). diff --git a/customer-portal/quote-purchase.md b/customer-portal/quote-purchase.md index 1f42310..3dc1768 100644 --- a/customer-portal/quote-purchase.md +++ b/customer-portal/quote-purchase.md @@ -1,44 +1,60 @@ --- layout: default-layout -title: Purchase by a quote -keywords: Customer Portal, quote, payment -description: How to get a quote and pay it +title: Purchase by a Quote +keywords: Customer Portal, quote, payment, Dynamsoft, order, invoice +description: How to request a quote and complete payment for Dynamsoft products. breadcrumbText: Quote needAutoGenerateSidebar: true --- # Purchase by a quote -## Request a quote +## Request a Quote -You can request a quote on each of our product purchase pages. +If you have not yet received a quote, you can submit a request through the [Dynamsoft Purchase Center](https://www.dynamsoft.com/Support/How-to-purchase-Dynamsoft-products.aspx). +Complete the inquiry form, and our team will provide an official quote for your chosen products. -[Go to Dynamsoft Purchase Center](https://www.dynamsoft.com/Support/How-to-purchase-Dynamsoft-products.aspx) +## Place an Order -## Pay for a quote +Once you receive an official quote, you have several options to complete your purchase: -If you have received an official quote, you can pay the quote in several ways. +### Option 1: Pay Online in Customer Portal -### Pay it online: +You can pay directly via the [Dynamsoft Customer Portal](https://www.dynamsoft.com/customer/quote/list): -- Method One: -After logging into the portal, you will find "Quote" on the left menu list. Please choose the one you want to pay and click "Proceed to Payment" button, then you will go to the payment page. +1. Log in to the Customer Portal. +2. Select **Quote** from the left menu to view your quote list. +3. Find your quote and click the **Convert to Order** icon under the "**Operations**" column. +![Pay Quote in Customer Portal]({{site.assets}}img/customer-portal-quote-2.png) -![Pay-Quote1]({{site.assets}}img/Pay-Quote-1.png) +### Option 2: Pay Online via Quote Email -- Method Two: -In "Operation" column, you will see "Send Email" button. You can click it to send the quote email to "User Email" or other email addresses you want. In the quote email, there is a button named "Create Order", you can also pay the quote online by clicking it. +Open your official quote email and click the **Pay Order** button at the bottom of the email. +You will be redirected to a secure payment page to complete your purchase. +![Pay Quote in Email]({{site.assets}}img/customer-portal-quote-3.png) -![Pay-Quote2]({{site.assets}}img/Pay-Quote-2.png) +### Option 3: Send a Purchase Order (PO) -- Method Three: -On the quote pdf, you will find a link listed on "Payment Options", you can use this link to pay the quote online. +If your organization requires purchase orders: -![Pay-Quote2]({{site.assets}}img/Pay-Quote-3.png) +- Fax your signed purchase order to **1-844-245-7565**, + **or** +- Email a digital copy to our [sales team](mailto:sales@dynamsoft.com). -### Pay it via Wire Transfer or Check +We will process your PO within one business day and send you an invoice for payment. -Please check the payment info in "Payment Options" 1 & 3 on the quote pdf. +--- + +## Payment Methods + +Dynamsoft accepts payment by credit card, PayPal, Wire Transfer, and Check: + +![Payment Method Example]({{site.assets}}img/customer-portal-quote-4.png) + +--- + +### Need Help? + +If you have any questions or issues with requesting or extending your trial license, feel free to [contact us](https://www.dynamsoft.com/company/contact/)—our team is ready to help. - diff --git a/customer-portal/renewal.md b/customer-portal/renewal.md index 0bccefc..324e953 100644 --- a/customer-portal/renewal.md +++ b/customer-portal/renewal.md @@ -1,72 +1,70 @@ --- layout: default-layout title: Renew Annual License or Maintenance -keywords: renewal, maintenance, annual license -description: This page is about renewal for Customer Portal. +keywords: renewal, maintenance, annual license, license renewal, Dynamsoft +description: How to renew your Dynamsoft license or maintenance from the Customer Portal. breadcrumbText: Renewal needAutoGenerateSidebar: true --- # Renew Annual License or Maintenance -## Renew the annual license +## Renewal Reminders -When there are 90 days left on your annual license, you will begin to receive our renewal reminder emails. We usually send a series of annual license renewal follow-up emails (90 days before expiration, 60 days, 30 days, 14 days, 7 days, and the expiry date) to the order contacts. +You will receive automated renewal reminder emails for your annual licenses and maintenance contracts starting 90 days before expiration. Reminders are sent at 90, 60, 30, 14, 7 days before expiry, and on the expiry date, to your registered order contacts. -- **Method One** - - You can go to **"License - Full License"** and find the Annual license which you want to renew. By clicking "Renew Now", you will go to Check Out page. - - ![Renew-License-0-1]({{site.assets}}img/Renew-License-0-1.png) - - You can also renew multiple licenses at one time by checking multiple licenses and clicking "Renew Selected". - - ![Renew-License-0-2]({{site.assets}}img/Renew-License-0-2.png) - -- **Method Two** - - You can go to "Order" - "Upcoming Renewal" and check "Renew Annual License" tab. You will find all the license(s) which could be renewed. +--- - You can check all or one of them to renew. +## How to Renew Your Annual License - ![Renew-License1]({{site.assets}}img/Renew-License-1.png) +There are two convenient ways to renew your licenses directly in the Customer Portal: -- **Method Three** +### Method 1: Renew from the "Full License" Page - You can also send email to ask for official quote or proforma invoice to process the renewal order. +1. Go to **Order > Full License** in the [Customer Portal](https://www.dynamsoft.com/customer/license/fullLicense). +2. Find the annual license(s) you wish to renew. +3. To renew a single license, click **Renew Now** next to the license's expiry date. +4. To renew multiple licenses in a single order, check the boxes next to each license and click **Renew Selected**. -## Renew the software maintenance with Dynamsoft +![Renew Multiple or Single License]({{site.assets}}img/customer-portal-renew-license-1.png) -When there are 90 days left on your maintenance contract, you will begin to receive our renewal reminder emails. We usually send a series of maintenance renewal follow-up emails (90 days before expiration, 60 days, 30 days, 14 days, 7 days, and the expiry date) to the order contacts. +--- -- **Method One** +### Method 2: Renew from the "Upcoming Renewal" Page - You can go to **"License - Full License"** and find the Lifetime license which you want to renew the maintenance. By clicking "Renew Now", you will go to Check Out page. +1. Go to **Order > Upcoming Renewal** in the Customer Portal. +2. Under the **Renew Annual License** tab, select the licenses you want to renew. +3. Click **Renew Selected** to proceed with renewal for one or more licenses in a single transaction. - ![Renew-AMC-0-1]({{site.assets}}img/Renew-AMC-0-1.png) +![Renew from Upcoming Renewal]({{site.assets}}img/customer-portal-renew-license-2.png) - You can also renew the maintenance of multiple licenses at one time by checking multiple licenses and clicking "Renew Selected". +--- - ![Renew-AMC-0-2]({{site.assets}}img/Renew-AMC-0-2.png) +### Method 3: Request a Renewal Quote by Email +If you prefer to handle renewals manually or need a proforma invoice, email your request to [support@dynamsoft.com](mailto:support@dynamsoft.com). +Please include your license/order details for faster processing. -- **Method Two** +--- - You can go to "Order" - "Upcoming Renewal" and check "Renew Support and Maintenance" tab. You will find all the license(s) whose maintenance could be renewed. +## How to Renew Maintenance (for Lifetime/Perpetual Licenses) - You can check all or one of them to renew. +- Follow the same steps as above, but select the **Renew Support and Maintenance** tab on the **Upcoming Renewal** page. +- You can also renew maintenance for multiple licenses in one transaction by selecting them and clicking **Renew Selected**. - ![Renew-AMC1]({{site.assets}}img/Renew-AMC-1.png) +--- -- **Method Three** +## If Your License or Maintenance Has Already Expired - You can also send email to ask for official quote or proforma invoice to process the renewal order. +If your license or maintenance has expired, please contact [support@dynamsoft.com](mailto:support@dynamsoft.com) for assistance with late renewals or reactivation options. -## Renew an item which has already expired +--- -Please contact us via email . +## Aligning Renewal Dates Across Multiple Licenses -## Align renewal date for multiple orders +If you would like to synchronize the renewal/expiration dates of multiple licenses or contracts, please contact [support@dynamsoft.com](mailto:support@dynamsoft.com) for help. -Please contact us via email . +--- +**Need further assistance?** +Contact us at [support@dynamsoft.com](mailto:support@dynamsoft.com)—we’re here to help with all renewal questions. diff --git a/customer-portal/request-upgrade.md b/customer-portal/request-upgrade.md index 9164720..0f904f3 100644 --- a/customer-portal/request-upgrade.md +++ b/customer-portal/request-upgrade.md @@ -1,22 +1,36 @@ --- layout: default-layout -title: Request free upgrade -keywords: upgrade -description: Request free upgrade +title: Request Free Upgrades +keywords: upgrade, license upgrade, SDK upgrade, Dynamsoft +description: How to request a free upgrade for your Dynamsoft license. breadcrumbText: Upgrade License needAutoGenerateSidebar: true --- -# Request Upgrade +# Upgrade Requests -## Check Maintenance Status to Determine if Upgrade is Free +![Upgrade License]({{site.assets}}img/customer-portal-upgrades.png) -If the maintenance of your license(s) is valid, you can request to upgrade it for free. Otherwise, you need to pay for the upgrade. +## Annual Licenses -You can check the maintenance of your license(s) in **[Customer Portal - License - Full License](https://www.dynamsoft.com/customer/license/fullLicense)**. "Usage/Service Expiry Date" for each license means the license or maintenance expiry date. +Active annual licenses are eligible for free major version upgrades. +To request an upgrade, click **Manage > Upgrade** for your license. This will open your email client so you can send an upgrade inquiry to our sales team. -![Service-Expiry1]({{site.assets}}img/Service-Expiry-1.png) +## Perpetual Licenses -## Request for a free upgrade of the license(s) +If your license includes valid maintenance, you are eligible for free upgrades. +If maintenance has expired, please request an upgrade quote from our [sales team](mailto:sales@dynamsoft.com). -If you want to upgrade your license from the old version to the newer version, you can click "Upgrade" button under "Manage", or contact us via email . +## How to Request a Free Upgrade + +To upgrade your license to a newer version: + +- Click the **Upgrade** option under the **Manage** menu for the relevant license, + **or** +- Contact our team directly at [sales@dynamsoft.com](mailto:sales@dynamsoft.com). + +Provide your license details in your email to help us process your request efficiently. + +--- + +If you have questions about your upgrade eligibility, maintenance status, or the upgrade process, please contact our [sales team](mailto:sales@dynamsoft.com)—we’re here to help! \ No newline at end of file diff --git a/customer-portal/trial-license.md b/customer-portal/trial-license.md index e68fb2c..acff534 100644 --- a/customer-portal/trial-license.md +++ b/customer-portal/trial-license.md @@ -1,37 +1,73 @@ --- layout: default-layout title: Request Trial License -keywords: trail license -description: request a free trial license +keywords: trial license, free trial, Dynamsoft license +description: Request a free trial license for Dynamsoft SDK products. breadcrumbText: Trial License needAutoGenerateSidebar: true --- # Trial License -## Request a free trial license for Dynamsoft's SDK products +## How to Request a Free Trial License for Dynamsoft SDKs -When you download the SDK from Dynamsoft.com, there is a folder containing several samples/examples. The license keys within these samples are valid for 30 days. +When you download an SDK from **[Dynamsoft](https://www.dynamsoft.com/downloads/)**, the package includes a **30-day trial license key** for evaluation purposes. You can also request additional trial keys or extensions through the Dynamsoft [Customer Portal](https://www.dynamsoft.com/customer/). -**[Download Free Trial](https://www.dynamsoft.com/downloads/)** +--- + +### Downloading the SDK +- Visit the [Dynamsoft Downloads](https://www.dynamsoft.com/downloads/) page. +- Download the SDK you wish to evaluate. +- The downloaded package contains sample projects with built-in trial license keys, valid for 30 days. + +--- + +### Requesting a Trial License or Extension +If you need a new trial key or want to extend your trial, follow these steps: + +**Step 1: Log in to the [Dynamsoft Customer Portal](https://www.dynamsoft.com/customer/).** + +**Step 2: Select "Trial License" from the menu on the left.** + +![License-TrialLicense1]({{site.assets}}img/customer-portal-trial-license.png) + +**Step 3: Click "Request Trial License."** -## Request a trial extension +**Step 4: Complete the form** by selecting your product of interest and providing the required information. -After logging into the [Customer Portal](https://www.dynamsoft.com/customer/), you will find "License" on the left menu list. +![License-TrialLicense2]({{site.assets}}img/customer-portal-trial-license-2.png) -![License-TrialLicense1]({{site.assets}}img/License-Trial-1.png) +**Step 5: Submit the request.** +Your trial license key will be sent to your email shortly. -Please select "Trial License" and you will see the page where you can request the trial license. +--- + +### Trial License Key Management + +- All your trial keys, their expiry dates, and extension options are displayed in the Customer Portal under "Trial License." +- You can copy a license key to your clipboard by clicking on it. +- You can extend each trial license **up to two times** (extensions are usually available 5 days before expiration). +- After reaching the maximum number of extensions, further extensions may not be available unless you contact Dynamsoft support. -![License-TrialLicense2]({{site.assets}}img/License-Trial-2.png) +**Note:** Extensions are only available under certain conditions. + +--- -Choose the correct product and click "Request for a 30-Day Trial". +### Frequently Asked Questions -Please notice that the trial license is valid for 30 days and you can extend the trial key twice in total for each product. +**Q: How long is the trial license valid?** +A: Each trial license is valid for 30 days. + +**Q: Can I extend the trial period?** +A: Yes, you can extend the trial license **twice**, typically 5 days before it expires. + +**Q: What if I need more time for evaluation?** +A: If you require additional time, please contact the Dynamsoft team through the portal for further assistance. + +--- -You can extend the trial 3 days before it expires and thereafter. +### Need Help? -![License-TrialLicense3]({{site.assets}}img/License-Trial-3.png) +If you have any questions or issues with requesting or extending your trial license, feel free to [contact us](https://www.dynamsoft.com/company/contact/)—our team is ready to help. -*If you want to request or extend the trial license for SourceAnywhere, please contact .* diff --git a/gitignore b/gitignore deleted file mode 100644 index a6abf11..0000000 --- a/gitignore +++ /dev/null @@ -1,7 +0,0 @@ -# See https://help.github.com/articles/ignoring-files/ for more about ignoring files. - -# dependencies -/node_modules -/_site -Gemfile.lock -/.vscode diff --git a/index.md b/index.md index 74472bc..78c3a66 100644 --- a/index.md +++ b/index.md @@ -10,13 +10,14 @@ description: Documentation Homepage # Company Documentation - [Customer Portal](customer-portal/) - - [Request a trial license](customer-portal/trial-license.md) - - [Purchase by a quote](customer-portal/quote-purchase.md) - - [Get full license and product](customer-portal/full-license.md) - - [Request upgrade](customer-portal/request-upgrade.md) - - [Renew license or maintenance](customer-portal/renewal.md) - - [Expand quota of runtime license](customer-portal/expand-quota.md) - - [Manage contacts](customer-portal/manage-contacts.md) - - [Email notification](customer-portal/email-notification.md) + - [Request a Trial License](customer-portal/trial-license.md) + - [Purchase by a Quote](customer-portal/quote-purchase.md) + - [Get Full License and Product](customer-portal/full-license.md) + - [Request Upgrade](customer-portal/request-upgrade.md) + - [Renew License or Maintenance](customer-portal/renewal.md) + - [Expand Quota of Runtime License](customer-portal/expand-quota.md) + - [Check Quota Usage](customer-portal/quota-usage.md) + - [Manage Contacts](customer-portal/manage-contacts.md) + - [Email Notification](customer-portal/email-notification.md) - [FAQ](customer-portal/faq.md) \ No newline at end of file