What is it?

CMS pages are the medium for displaying content to uses and are constructed using a series of Components. They are based on an underlying structure of rows and columns that are managed within a CMS Template. Templates dictate where Components can be placed and the width of the cell they'll be displayed within,


How to Create a Page

From within an existing CMS folder follow the below (9) steps to create the page:


1. Click on the Library option in the top toolbar.



2. Navigate to an existing folder (i.e "Our Company" in the example below) to Create a New Page.




3. Once at the folder, go to the Editing Toolbar and click on Add, then from the drop down click on the Page option.



4. Enter the page Details


  • Title - Give a name to the page that will be displayed in locations such as the Breadcrumb Bar, Browser Tab, Search Results, etc.

  • URL - The URL will be auto-generated from your page title. You may modify the generated URL if you wish.

  • Description - Enter an appropriate description of the page which will be searchable and displayed in the listing of search results whenever this page is returned. It is recommended to add a description for all pages.

  • Delayed Publishing and Expiry - Set the page to appear on the intranet at a future date/time by using the first option. You can also set an expiry date on the page which will expire the page, resulting in it being hidden read-only users.

5. Click on the Next tab.


6. Now, click on the Metadata option. User can set Metadata on the page for a better searching by adding the fields that can be filled to give more information.


7. Security- The creator can add User(s) by typing a name in the box and then selecting from the list and can select the security level from the drop-down.


8. Click on Owners. Specify the page owner(s), to add an owner, type a name in the box and then select from the list .



8. Select the template by clicking on the Select Template tab and then select one template from the list of templates if there are more than one.

 
 

9. Click on Create to generate the page. 



The page is then created and you will be taken into the Edit mode.


10. Next step is to add content to the page.  The next section will explain the steps the user will need to follow to utilize components.


Components 

Are items that the user can drag and drop onto the page they are creating.  By opening each level the use can select the desired components from the components list and drag & drop in the desired cell.



10. To finish editing, From the Top Toolbar click on the Save button. You will be prompted with four different options that are:

  • Save my Draft and keep Editing: Save the page as a personal draft so that you can continue editing while ensuing changes you have made up to that point will be saved.

  • Save my Draft and Exit: Save the page as a personal draft and you can exit out of editing the page. Returning at any future time and selecting Edit -> Draft will pickup from this saved version. 

  • Publish to Staging and Exit: Publish the page to Staging state and you can exit out of editing the page. You or any other user with Editor permissions can pickup editing from this Staging version.

  • Publish to Live and Exit: Publish the page to live and you can exit out of editing the page. You changes will be saved as a new version of the Live page that is visible to all read-only (and above) users.

In order to ensure your changes are seen by all users immediately, select the the last option i.e. Publish to Live and Exit.




To Edit an Existing Page


1. Navigate to the page which is to be edited.

2. In most cases you'll want to edit the version of the page that is live for all users to see currently. To do that, from the Editing Toolbar, click on Edit and then on Live version.


There are other stages that a CMS Page can be in, these are explained below:

  • Draft - a personal 'copy' that is only visible to the individual user who saved it

  • Staging - a collaborative 'version', or 'copy', available to multiple users with the permission to edit (E.g. Creator, Contributor, Editor or Full Control)

  • Live - the version of a CMS Page that is 'published' or 'live' on the site for all read-only (and above) users


 



3. Click on any of the existing page Components to begin editing. Here in this example the Formatted Text Component has been selected and the WYSIWYG editor appears indicating the content can now be edited.




4. Now, if the user wants to edit the image. Click on the Image Component and user can either crop or clear the image.




5. Click on the Preview Option to have a clear view of the page.




6. To finish editing, From the Top Toolbar click on the Save button. You will be prompted with four different options that are:

  • Save my Draft and keep Editing: Save the page as a personal draft so that you can continue editing while ensuing changes you have made up to that point will be saved.

  • Save my Draft and Exit: Save the page as a personal draft and you can exit out of editing the page. Returning at any future time and selecting Edit -> Draft will pickup from this saved version. 

  • Publish to Staging and Exit: Publish the page to Staging state and you can exit out of editing the page. You or any other user with Editor permissions can pickup editing from this Staging version.

  • Publish to Live and Exit: Publish the page to live and you can exit out of editing the page. You changes will be saved as a new version of the Live page that is visible to all read-only (and above) users.

7. In order to ensure your changes are seen by all users immediately, select the the last option i.e. Publish to Live and Exit.