Platform-Overview:Edit-Site
From PageLime Documentation
2.0 Editing a Site
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2.1 Site Editing Screen:
2.2 Navigating Your Site
The first step to editing your website, is learning how to get around to all the different pages in it. Navigating your site with this system is just like navigating your site in your web browser. Making adding new pages, browsing old pages, and updating current pages a breeze. In case you do have some questions, all the ways to navigate your site are include below.
Internal Navigation
- The simplest way to get around in the system is to simply use your websites Internal Navigation. Click on the page you would like to edit (i.e. About), the system will browse to that page and display it with the editable regions highlighted. You have full use of your browsers back and forward buttons as well, if you want to go back to the previous page you were on.
Site Map
- Another option is to use the Site Map Pullout on the left side of your web browser. In the vertical middle of the page you will see a gray rectangle, clicking on this will open up the Site Map Pullout and allow you to click through all of your pages and folders. There are many benefits to using the Site Map Pullout, as it can be a much faster way to reach pages that are buried in sub navigation. Also the Site Map Pullout has the ability to create new pages from templates, and delete old pages that are no longer in use. In depth information on this can be found in section 5.0 Managing Templates.
Address Bar
- Just like with your web browsers Address Bar, you can enter the exact URL to the page you would like to edit. This may not take advantage of all the pretty features, but it sure does get the job done quickly! The address bar is the only way to get to pages that haven’t been added to the navigation or sitemap. For example if you are testing out a whole new section of your site, this would let you put in the exact URL and get to just that page.
2.3 Editing Text
Editing text is part of the core functionality in the management system. When you navigate to a page you would like to make text changes on, you will see small green edit callouts. These callouts indicate that the element they are hovering over can be edited. When it is a text element you will see a small paper and pencil icon in the callout. Click on the callout you would like to edit and it will load up a window containing a What You See is What You Get (WYSIWYG) editor.
The WYSIWYG editor provides you with all the tools you need to create well-formed text. You’re no doubt familiar with the majority of the buttons in the editor from use of word processing programs in the past.
Once you have made a change, click the preview button at the lower left of the editor. This will show you a preview in the system of what your website will look like with you changes made. Your website has not been updated yet.
If you have decided you like what you see, you can mouse over the Page Actions button in the preview window, publish the changes immediately or save a draft that can be published or edited further at a later date.
2.4 Changing Images
The process for changing images starts out very similar to Editing Text, only the green callouts have a small image preview icon in them. Clicking on an image you want to edit loads up the Image Manager.
The Image Manager lets you upload a new image or choose from images you have already uploaded to the system. Once you have selected an image, the Zoom Crop window will load up letting you crop that image to fit perfectly in the place of the image that already existed. This way you never have any stretching or distortion, and your website always looks crisp.
After you click preview. This will show you a preview in the system of what your website will look like with your image changes made. Your website has not been updated yet.
If you have decided you like what you see, you can mouse over the Page Actions button in the preview window, publish the changes immediately or save a draft that can be published or edited further at a later date.
Power User Tip: If you want to place an image in line with text, there is a button in the WYSIWYG editor with a small green tree on it. This button lets you place an image directly into your website. Click on the button and you can type in a URL, or you can load up the Image Manager by clicking on the “Browse” button to the left of the “Image URL” field. Once you have an image selected click the Insert button, and proceed to make edits with the WYSIWYG editor.
2.5 Editing Links
Editing Links starts out very similar to Editing Text, only the green callouts have a small link icon in them. Clicking on an image you want to edit loads up a link editor box.
Text Links
- Once the editor box loads up you can change the display text of the link by editing the “Text” field. You can change the URL it links to by typing in a URL in the “URL” field. If you want to link to a Document or Image in your respective system libraries click either the “Document” or “Image Button” once you have selected the appropriate file click the preview button to see the update.
Image Links
- Once the editor box loads up you can change the image of the link by clicking the “Change Image” button. You can change the URL it links to by typing in a URL in the “URL” field. If you want to link to a Document or Image in your respective system libraries click either the “Document” or “Image Button” once you have selected the appropriate file click the preview button to see the update.
After you click preview. This will show you a preview in the system of what your website will look like with your link changes made. Your website has not been updated yet.
If you have decided you like what you see, you can mouse over the Page Actions button in the preview window, publish the changes immediately or save a draft that can be published or edited further at a later date.
2.6 Optional Features
These are features that the system offers that aren’t considered a core feature and may or may not be enabled.
SEO
- If this is enabled you will see a red bulls eye with the label SEO in the website preview window. When you click on this it will open up a small window that gives you this specific pages Meta information, which will help to target website search results.
Page Title field
- This is where you would put the current pages title (i.e. Contact Us)
Page Keywords field
- This is where you can place words that you would want search engines to associate this page in your website with. (i.e. communication, contact, phone number)
Page Descriptions field
- This is where you can put a more descriptive sentence about this page (i.e. Please use this information to contact us anytime using the following methods.)
Content History
- If Content History is enabled you will see a button that says “Content History” in the Page Tools drop down. When you click on this button a pullout will open from the left side of the preview screen. This will contain a list of drafts and published changes you have ever created with the system on the page you are editing.
- Published pages are numbered by whole numbers; drafts are the numbers after the decimal point. For instance History 6.8 would be the 8th draft on the 6th publish.
- When you click on a saved record it will load the way the page looked at that time into the preview window. You can then publish the older (or newer) version to your website. This will create a new history record starting from that point on.
Save As Template
- If templating is enabled (see section 5.0) you will have a button with the option to “Save Page as Template” in the Page Actions drop down. This will let you take the current page that you are editing and create a template based on it. Once a template is created you can then create more pages with its design.
- When the window loads you have the option to create a page based off the FTP Source Code or from the HTML Source. If you choose the FTP source it will contain any code that helps to build your page. If you choose the HTML Source it will create flat pages that don’t contain any dynamic code. If you are not sure which to chose stick with the FTP source, which is selected for you ahead of time by default. The Template Name is the title you want to give this specific template. You will need to know this so you know which template you are using when creating pages in the future. Click the “Create Template” button and your template will be saved and ready for future use.
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