Vistapoint Quick Start Guide

Welcome to Vistapoint! Once your system administrator has added you as a user to their instance, follow these steps to get started quickly in Vistapoint.

Login

1. Open the email from Vistapoint sent to you with your login link. Check your spam or junk folders if you have trouble finding the email.
2. Click the link in the email to open the web app.
3. Login in with your username and password.
4. Change your password by navigating to the user icon in the top right corner > user settings > Change Password.
5. On the Workspaces page, click Create to create a workspace (if there is not one created already).

Install the desktop app

1. In the web app on the top menu select Apps > Vistapoint Desktop. The download will begin.
2. Copy your connection URL from the dialog box.
   
3. Double click to open the installation file VistapointSetup[version].msi and continue through the prompts.
   IMPORTANT: Do not change the default installation location. This could cause issues with the default settings in any Add-ins.
4. Open Vistapoint.
5. Click Options.
6. Enter the following:
   a. Check the box for Active.
   b. Name: YourCompanyName
   c. Server Address: https://YourConnectionURL
7. Click Ok.
8. Login with your username and password.
   

Set up your local work area

1. On the desktop app, click on the MyWork tab.
2. Select a Workspace you wish to work on. Click Update Workspace (top left). This will download a local copy of folders and files in the workspace to your C:\VistapointLocal\ folder.
3. Copy files you wish to import to your local workspace area C:\VistapointLocal\Workspace Name\Folder. These changes will appear in the changes area of the MyWork tab. Be sure to contain any references within the VistapointLocal folder so that references are connected in Vistapoint.
4. Select the changes in your MyWork area and click Check in to upload the files to Vistapoint.
5. Go to the Vistapoint web app and click refresh to view the imported files in Vistapoint.

Configure the web app

1. Click the icon on the right of the web app to show the laptop icon. This switches between calling functions through the web app or directly to the desktop app.
   
2. Select a file and click Open.
   
3. Select the check box to always allow calls from Vistapoint and click Ok. The file will then open directly from your computer.
   

Edit a file

1. To make a change to a file, click on Edit > Check-out + Open.
2.  This will open your file. Once you make a change to a file and save, it will show in your MyWork tab on the desktop app. To discard the check out and unlock it in Vistapoint, click on Edit > Discard.
3. When you are done with your changes, navigate to the MyWork tab. Select the changes  to check in.
4. Add a comment about what you changed.
5. Click Check-in.