1. Home
  2. Dashboard
  3. Content
  4. Enabling Stock Content via the TouchMD Dashboard

Enabling Stock Content via the TouchMD Dashboard

Pro Tip

Please see the two options of enabling content. Please note that Option 2 is not shown in the video.

Learn how to enable or add stock content from our library of procedures, products, treatments, and other services.

Option 1: Enabling from “Import Binder”

  1. Go to dashboard.touchmd.com
  2. Go to the TouchMD Dashboard homepage and select “Content”
  3. Select “Import Binder”
  4. Review the service and products listed, select the desired Sheet(s), and choose “Use Selected”.
    First Time Enabling

    If this is your first time enabling content, it is recommend that you review the entire list and select the desired Sheets BEFORE selecting “Use Selected” 

    What will be enabled?

    Once the content has been enabled the Binder, Sheet(s), Section(s) within will be enabled. 

Option 2: Creating Binders & Importing Sheets

What is a Binder?

A Binder is a main category that hold Sheets. For example you could have a Binder called “Injectables”.

It is like creating a book and a Binder is the book cover. To make a Binder complete, it must have Sheets and Sections. 

What is a Sheet?

A Sheet is a page of information about a certain surgery/service. For example you could have a Sheet called “Botox”.

It is like creating a book and a Sheet is a page in the book. To make a Sheet complete, it must have Sections. 

  1. Go to dashboard.touchmd.com
  2. Go to the TouchMD Dashboard homepage and select “Content”
  3. Select “Add Binder”
  4. Add a Binder title (1), select “Upload New File” or “Choose from library” to place a Binder Cover Image (2) and, select “Save” (3)
    NOTE

    The “Upload New File” button under the Cover Image is to adjust the lifestyle-type Cover Image. It is not to add a Sheet. Please continue on to step 5 to learn how to import a Sheet.

  5. Select “Import Existing Sheets”
  6. Select the desired Sheet(s) and select “Import”
Print
Updated on September 21, 2022

Was this article helpful?

Related Articles

Leave a Comment