How to Install a Script or Checklist from the BGM Website in Gorilla®
QUESTIONS THAT APPLY TO THIS TOPIC
- How do I install a script I have downloaded from the Bill Good Marketing website into my Document Manager in Gorilla 4.x?
- How do I install a checklist I have downloaded from the Bill Good Marketing website into my Document Manager in Gorilla 4.x?
ANSWER
Downloading a Script or Checklist from the Bill Good Marketing website, unzipping it if needed and installing it to the Document Manager using the step by step process described below.
Downloading a Script or Checklist:
- Go to the desired file(s) located on BGM website.
- Select the Download option for that file(s).
- When prompted, save the file(s) to your desktop or other easily accessible location.
(Optional) Unzipping a Script or Checklist:
- If the file(s) is in a .zip file you will need to unzip it before installing. If the .one file is not zipped you can skip this section and go to the Installing a Script or Checklist in the Document Manager section.
- Right click on the .zip file and choose Extract all...
- Select your desktop or other easily accessible location.
Installing a Script or Checklist in the Document Manager:
- Before starting anything, do a database backup.
- For instructions on doing a backup, see the Knowledgebase article How to do a Backup in Gorilla 4.
- WARNING: Do not proceed with the following steps until you have a weekly backup of your Gorilla Database and Data folders and have read these instructions completely.
- Go to Messaging→Document Manager or press F6.
- From the dropdown menu in the top left corner of the Document Manager, choose Scripts/Checklists.
- If you are importing a new or updated version of a script or checklist that already exists, you need to delete the current version first.
- In the search box, search the name of the file you are deleting and press Enter.
- Right click on the file and choose Delete.
- When asked if you are sure you want to delete the file, choose YES.
- From the Import button/menu, choose Import Documents.
- Locate the file(s) where you saved it and select it.
- Choose OPEN.
- Choose OK
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