Update Documentation and Guides for Customer Portal

.github/workflows/main.yml

@@ -1,53 +1,33 @@
-# 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
 
 # Controls when the workflow will run
 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

.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

_config.yml

@@ -32,6 +32,7 @@ docHomePage: /company/docs
 # sampleFolder: <firstLevelUrl>/sample-folder/
 customer-portal: /company/docs/customer-portal/
 
+useVersionTree: true
 
 # public resources.
 

_data/full_tree.yml

@@ -0,0 +1,2 @@
+tree_file_list:
+  - sidelist-full-tree.html

_data/product_version.yml

@@ -0,0 +1,4 @@
+useGroupedVersion: true
+
+version_info_list:
+  - value: latest version

_includes/sidelist-full-tree.html

@@ -0,0 +1,23 @@
+<li><a href="{{ site.customer-portal }}index.html" class="otherLinkColour">Guide Index</a></li>
+<li><a class="otherLinkColour">General</a>
+    <ul>
+        <li><a href="{{ site.customer-portal }}trial-license.html" class="otherLinkColour">Request a Trial License</a></li>
+        <li><a href="{{ site.customer-portal }}quote-purchase.html" class="otherLinkColour">Purchase by Quote</a></li>
+        <li><a href="{{ site.customer-portal }}full-license.html" class="otherLinkColour">Get Full License and Product</a></li>
+    </ul>
+</li>
+<li><a class="otherLinkColour">License Management</a>
+    <ul>
+        <li><a href="{{ site.customer-portal }}request-upgrade.html" class="otherLinkColour">Request Upgrade</a></li>
+        <li><a href="{{ site.customer-portal }}renewal.html" class="otherLinkColour">Renew License / Maintenance</a></li>
+        <li><a href="{{ site.customer-portal }}expand-quota.html" class="otherLinkColour">Expand Quota of License</a></li>
+        <li><a href="{{ site.customer-portal }}quota-usage.html" class="otherLinkColour">Check Quota Usage</a></li>
+    </ul>
+</li>
+<li><a class="otherLinkColour">Account & Communication</a>
+    <ul>
+        <li><a href="{{ site.customer-portal }}manage-contacts.html" class="otherLinkColour">Manage Contacts</a></li>
+        <li><a href="{{ site.customer-portal }}email-notification.html" class="otherLinkColour">Email Notification</a></li>
+    </ul>
+</li>
+<li><a href="{{ site.customer-portal }}faq.html" class="otherLinkColour">FAQ</a></li>

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).

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 <sales@dynamsoft.com> 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.