Create a Product

Last modified by Admin User on 2026/05/23 19:00

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10.1	5	The directions below provide detail on how to attach or remove an existing product to/from a package and how to create a new product.
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10.1	7	After completing Parts 1 and 2 (creating package name, package description, primary form ~-~-and optionally attaching the package to other forms – and setting terms) and clicking Save, the window will expand and show the Products section. You can now add a product(s) to the package.
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16.1	9	(% style="color:#ff0000" %)Remember that a package may not have a product attached (e.g. a print subscription product) and a single product may be attached to multiple packages.
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15.5	11	Please refer to the [[Quick Start Guide- P>>doc:Quick Start Guide - Packages and Products]]ackages for information on basic concepts and rules relating to package, terms, and products.
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12.1	14	[[image:attach:Screen Shot 2018-12-21 at 2.26.18 PM.png\|\|height="250"]]
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10.1	16	=== ATTACH A PRODUCT ===
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10.1	18	=== 1. Click "Add/Remove" in the PRODUCTS section. ===
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13.1	20	[[image:attach:Screen Shot 2018-12-21 at 2.37.55 PM.png\|\|width="950"]]
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10.1	22	This will bring you to the Products window which lists all existing products in alphabetical order.
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13.1	24	[[image:attach:PDT search.png\|\|height="250"]]
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10.1	26	Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
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10.1	28	=== 2. Click in the check box to the left of the product(s) you would like to attach to the package. ===
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13.1	30	[[image:attach:Screen Shot 2018-12-21 at 2.42.32 PM.png\|\|width="550"]]
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10.1	32	When you select the product, it will move to the top of the product list.
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10.1	34	=== 3. Click on "Back to Edit Package" Link in upper right of page. ===
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13.1	36	[[image:attach:Screen Shot 2018-12-21 at 2.44.10 PM.png\|\|width="450"]]
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10.1	38	You will then be brought back to the Edit Package window where you will see the selected product(s) attached to the package. (See below.)
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16.1	40	[[image:attach:media_1428426052643.png\|\|style="vertical-align:center"]]
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10.1	42	The product name, description, type, and product ID # will be displayed.
	43	To add another product(s), repeat steps 1-3.
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10.1	45	=== 4. Click the "Save" button above Terms to save the package, terms, and products. ===
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16.1	47	[[image:attach:media_1428426108844.png\|\|style="vertical-align:center"]]
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10.1	49	=== REMOVE A PRODUCT ===
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	51	=== 1. Click on the "Add/Remove" link. ===
	52
16.1	53	[[image:attach:media_1428426147712.png\|\|style="vertical-align:center"]]
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10.1	55	This will bring you to the PRODUCTS window which lists all existing products in alphabetical order. (See below.)
	56	Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
	57	Any products attached to the package will be at the top of the table.
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10.1	59	=== 2. Uncheck any products you wish to remove from the package. ===
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16.1	61	[[image:attach:media_1428426516752.png\|\|style="vertical-align:center"]]
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13.1	63	[[image:attach:Prod- Package button.png\|\|width="350"]]
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10.1	65	=== 3. Click on the "Back to Edit Package" link (shown in screen shot directly above), and you will see the product has been removed from the package. ===
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16.1	67	[[image:attach:media_1428426706195.png\|\|style="vertical-align:center"]]
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10.1	69	=== 4. Click the "Save" button above Terms to save the package, terms, and products. ===
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16.1	71	[[image:attach:media_1428426752179.png\|\|style="vertical-align:center"]]
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10.1	73	=== CREATE A NEW PRODUCT ===
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10.1	75	There are seven different types of PRODUCTS: File, Function, Newsletter, Page, Quiz, Section and Webinar. Details on each type of resource are given below.
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	77	=== 1. Click on "Add/Remove" link. ===
	78
16.1	79	[[image:attach:media_1428427308859.png\|\|style="vertical-align:center"]]
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10.1	81	This will bring you to the PRODUCTS page where you can create a new product.
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10.1	83	=== 2. Click "Create New Product" found in upper right of the Products page. ===
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13.1	85	[[image:attach:Prod- Package button.png\|\|thumbnail="true" width="300"]]
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10.1	87	You will be directed to the New Product page.
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10.1	89	=== 3. Enter a title for the product and description for the product. ===
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13.1	91	[[image:attach:prod build.png\|\|width="650"]]
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10.1	93	The title should be as brief but descriptive as possible. For example if the product is a newsletter, the title could be the name of the newsletter, or if the resource is access to a series of videos on page or section of your website, then the title could be the name of the video series.
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10.1	95	=== 5. Select the type of product (File, Newsletter, Page, Section). ===
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13.1	97	[[image:attach:type select.png\|\|width="700"]]
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10.1	99	Further detail on the different types of product is given below.
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10.1	101	=== Product Type: File ===
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	103	To restrict access to a file, such as a specific whitepaper or other document, to subscribers/registered users only select Resource Type: File.
	104
10.1	105	When you select "File" from the "Product Type:" drop-down menu, you will see the message “Files in the [[root folder>>doc:root folder]] directory can be protected from unauthorized downloads”.
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	107	=== 1. Under "Choose File" select the file you wish to protect. ===
	108
16.1	109	[[image:attach:media_1428428218190.png\|\|style="vertical-align:center"]]
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	111	The directory tree of your root folder will be displayed, and you can select your file here. Note that ONEcount must be configured to connect with your download directory.
	112
10.1	113	=== Check the box beside "Attach this product to [[package name>>doc:product name]]". ===
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16.1	115	[[image:attach:media_1428428296046.png\|\|style="vertical-align:center"]]
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16.1	117	If you do not check the box, the product will not be attached to the package.
10.1	118	You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
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10.1	120	=== 3. Click "Save", and the file-type product will be saved. ===
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16.1	122	[[image:attach:media_1428428440527.png\|\|style="vertical-align:center"]]
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10.1	124	You will receive a confirmation message immediately after clicking "Save" indicating the time the product was saved.
	125	To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
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10.1	127	Note: You may cancel product creation by clicking on the Go Back button before clicking Save. Doing so will bring you back to the Products listing page without creating a product.
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10.1	129	=== Product Type: Newsletter ===
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16.1	131	[[image:attach:media_1428431234909.png\|\|style="vertical-align:center"]]
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10.1	133	When you select "Newsletters" from the "Product Type:" drop-down menu, you will see the message "Please Select Newsletter lists to associate with this product." with a drop-down check box list of all existing newsletter lists (called subscriber lists the ONEcount Email Engine). This list of newsletter lists shows all of the existing newsletter/subscriber lists that reside in the Email Engine or in your email package if using an Email provider other than the ONEcount Email Engine. (Note that your system must be connected to ONEcount via API to use an outside Email provider.)
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10.1	135	You can select the existing newsletter list(s) you wish to associate with the product - and by extension with the package - or create a new newsletter list (subscriber list). When you create a new Newsletter list, you are creating a new, empty list in the Email Engine that is associated with the Newsletter package.
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16.1	137	(% style="color:#ff0000" %)*If using the Email Engine to manage your newsletter/email lists, when you create a new newsletter list (as described below) ONEcount will automatically create the list in the Email Engine. When users submit the subscription form for the package with the newsletter product, they will automatically be placed on the newsletter list in the Email Engine. Their demographic and subscription data will also be added the ONEcount database. If you are using a different email marketing provider, please check with GCN to verify if an API is available.
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16.1	139	(% style="color:#ff0000" %)The product must be created and attached to a package prior to an import or user subscription via an online form. ONEcount won't push package subscribers to a newsletter package created (% style="color:#ff0000; text-decoration:underline" %)after(% style="color:#ff0000" %) the user subscribed to a package (either through import or user action)(% style="color:#000000" %).
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16.1	141	(% style="text-decoration:underline" %)Package > Newsletter-Type Product > Newsletter List Heirarchy(%%)
10.1	142	The heirarchy is package > newsletter-type product > newsletter list, so if a user subscribes to a package that has an attached newsletter-type product and that product has multiple newsletter lists associated with it, the user will be subscribed to the package in ONEcount and added to each of the designated newsletter/subscriber lists in the Email Engine.
16.1	143	//For example//:
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10.1	145	* You have a package called //Newsletter Bundle// that is a subscription to receive three different newsletters.
	146	* The //Newsletter Bundle// package must have a newsletter-type product attached to it – in this case the name of the product is //Newsletter Bundle-Daily/Weekly/Monthly.//
	147	* The //Newsletter Bundle-Daily/Weekly/Monthly// product has three different newsletter lists associated with it: //Daily Aviation News, Aviation Brief, and Avionics Monthly//.
	148	* When a user subscribes to the //Newsletter Bundle// package, the subscription transaction is recorded in ONEcount, and (s)he is placed on all three lists in the Email Engine (or other Email provider).
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10.1	150	Note that there may also be an individual package and product for each newsletter, so, for example:
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16.1	152	There is an //Aviation News (Daily)// package.
	153	The //Aviation News (Daily)// product has a newsletter-type product called //Aviation News (Daily)// attached to it.
	154	The //Aviation News (Daily)// product has only the //Daily Aviation News// newsletter list associated with it.
3.1	155	When a user subscribes to //Aviation News (Daily)//, the transaction is recorded in ONEcount and (s)he is placed only on the //Daily Aviation News// newsletter list in the Email Engine (or other Email provider).
	156
	157	=== 1. To create a new newsletter list in the Email Engine, click on +"Add New Newsletter" button found in the upper right of the list of existing newsletters. ===
	158
16.1	159	[[image:attach:media_1428432674965.png\|\|style="vertical-align:center"]]
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	161	=== 2. Enter the Newsletter Name (1) and Newsletter Description (2) then click "Add" (3). ===
	162
16.1	163	[[image:attach:media_1428432719840.png\|\|style="vertical-align:center"]]
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	165	Note that the Newsletter Description box can be expanded by dragging the lower right-hand corner.
	166
	167	You will see the newly created newsletter, with a check mark, at the top of the newsletter list, as shown below.
	168
16.1	169	[[image:attach:media_1428432859520.png\|\|style="vertical-align:center"]]
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11.1	171	Select any other newsletter lists (if any) you wish to associate with this product.
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11.1	173	=== 3. Check the box beside Attach this product to [[package name>>doc:product name]]". ===
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16.1	175	[[image:attach:media_1428435885828.png\|\|style="vertical-align:center"]]
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16.1	177	If you do not check the box, the product will not be attached to the package.
11.1	178	You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
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10.1	180	=== 4. Click "Save", and the newsletter product and list will be saved. ===
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16.1	182	[[image:attach:media_1428433123163.png\|\|style="vertical-align:center"]]
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10.1	184	You will receive a confirmation message indicating the time the product was saved.
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10.1	186	To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
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10.1	188	Note: You may cancel product creation by clicking on the Go Back button before clicking Save. Doing so will bring you back to the Products listing page without creating a product.
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10.1	190	=== Product Type: Page ===
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16.1	192	[[image:attach:media_1428435594835.png\|\|style="vertical-align:center"]]
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10.1	194	To restrict access to a web page on your site to subscribers/registered users only, select Product Type: Page.
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10.1	196	Give the product a Title (1) and Description (2).
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10.1	198	When you select "Page" from the "Product Type:" drop-down menu, you will see the message “Please add the full URL including http or https to protect a page”.
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	200	=== 1. Enter the full URL, including http or https, of the page that you wish to restrict access to. ===
	201
16.1	202	[[image:attach:1.__Enter_the_full_URL__including_http_or_https__of_the_p.png\|\|style="vertical-align:center"]]
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10.1	204	=== 2. Check the box next to "Attach this product to [[package name>>doc:product name]]. ===
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16.1	206	[[image:attach:2.png\|\|style="vertical-align:center"]]
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10.1	208	If you do not check the box, the product will not be attached to the package.
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11.1	210	=== 3. Click "Save", and the page-type product will be saved. ===
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16.1	212	[[image:attach:media_1428436137073.png\|\|style="vertical-align:center"]]
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11.1	214	You will receive a confirmation message that indicates the time the product was saved.
	215	To return to the resources listing page, which will show your new product in the alphabetical list, click on the Go Back button.
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11.1	217	Note: You may cancel product creation by clicking on the Go Back button before clicking Save. Doing so will bring you back to the Products listing page without creating a product.
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11.1	219	=== PRODUCT Type: Section ===
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16.1	221	[[image:attach:media_1404931109764.png\|\|style="vertical-align:center"]]
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11.1	223	To restrict access to an entire section of your site to subscribers/registered users only, select Product Type: Section.
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11.1	225	Give the product a Title (1) and Description (2).
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16.1	227	When you select "Section" from the "Product Type:" drop-down menu, you will see the message “Entire sections of the web site can be protected by specifying a part of the URL that every page in that section has in common. ((% style="color:#ff0000" %)DO NOT put in the initial http:~/~/(%%))"
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	229	=== 1. Enter the part of the URL that every page in the section has in common. ===
	230
16.1	231	[[image:attach:media_1404931205339.png\|\|style="vertical-align:center"]]
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	233	This will restrict access to all blogs pages in the onecount.com site. (The part of the URL that all pages have in common is the highest level page in the page hierarchy – all sub-pages below /blogs will be restricted, e.g. onecount/blogs/blog1, onecount/blogs/blog2, etc. would be restricted.)
	234
11.1	235	=== 2. Click the box next to "Attach this product to [[package name>>doc:product name]]." ===
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16.1	237	[[image:attach:media_1404931420199.png\|\|style="vertical-align:center"]]
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11.1	239	If you do not check the box, the product will not be attached to the package.
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11.1	241	=== 3. Click "Save", and the section-type product will be saved. ===
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16.1	243	[[image:attach:media_1428436362717.png\|\|style="vertical-align:center"]]
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11.1	245	You will receive a confirmation message indicating the time the product was saved.
	246	To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
3.1	247
11.1	248	Note: You may cancel product creation by clicking on the Go Back button before clicking Save. Doing so will bring you back to the Products listing page without creating a products.
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11.1	250	=== VIEWING PACKAGE WITH NEW PRODUCT ATTACHED ===
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11.1	252	=== 1. Select " PACKAGES" from the INVENTORY sub-menu. ===
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16.1	254	[[image:attach:media_1428436690355.png\|\|style="vertical-align:center"]]
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11.1	256	This will bring you to the Manage Packages page, as shown below.
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16.1	258	[[image:attach:media_1428436765753.png\|\|style="vertical-align:center"]]
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11.1	260	=== 2. Expand the package to see Terms and Resources (if any). ===
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16.1	262	[[image:attach:media_1428436826360.png\|\|style="vertical-align:center"]]
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11.1	264	Note that you can edit and/or create new terms and add/remove products from this expanded view. For more detail, see How to Manage Packages.
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	266	To view and edit all three parts of the product, go to Step 2.
	267
11.1	268	=== 2. Click on the "Edit" icon for the package you attached the product to. ===
3.1	269
16.1	270	[[image:attach:media_1428437174458.png\|\|style="vertical-align:center"]]
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11.1	272	This will bring you to the "Edit Package" page.
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11.1	274	=== 3. Scroll to the "Products" section at the bottom of the "Edit Package" page . ===
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16.1	276	[[image:attach:media_1428437271572.png\|\|style="vertical-align:center"]]
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11.1	278	You will see the products that are attached to the package. This list should include your newly-created product.
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11.1	280	=== View of a completed product-type package: ===
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16.1	282	[[image:attach:media_1428437409819.png\|\|style="vertical-align:center"]]
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