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Website Editing Training Manual

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Website Editing Training Manual Updated: 1.30.2020 Table of Contents Topic Feature Page Number Introduction • Website address Page 10 • Accessing the website Editor • Login information Overview of Project Page 11 Manager Account Management Change your password, etc Page 12 Filter Options Page 13 Actions Page 14 Page Properties Page 20 Secure this page Page 16 2 Topic Feature Page Number Meta Tags Page 18 Edit Page 19 Publish this webpage Page 20 Add a Page Page 21 Copy a Page Page 22 Saving Changes Page 23 Preview/Design Mode Webpage Options/Project Page 24 Manager 3 Topic Feature Page Number Recover Deleted Items Page 25 Rollback Changes Page 26 Drop Here Page 27 File Manager Page 28 Layouts Overview Page 29 Toggles Page 30 Widgets Page 34 4 Topic Feature Page Number Text Editor Page 36 Apply CSS Class • Text Topper Page 37 Image Page 38 Image Manager Page 39 Image Gallery Page 41 Code Object • Embed Facebook or a Page 44 video from YouTube Modules Overview Page 47 5 Topic Feature Page Number Menus Page 48 Calendar Page 50 Form Builder • Contact Forms Page 60 Linking: External Links Page 68 Linking: Internal webpage Page 69 Linking: Email addresses Page 70 Quicklinks Page 72 6 Topic Feature Page Number Mandated Posting Page 73 Requirements How To Post: Agendas, • Utilizing calendar mode Page 74 Dockets, & Foreclosures • Utilizing the Text Editor How To Post: Financial • Budgets Page 81 Reports • Treasurer Reports • Tax Rates How To Post: Job Openings Page 82 Scrolling Banner Page 83 Alerts Page 84 Video Support within the Page 85 Editor 7 Topic Feature Page Number Editing Tips Page 86 Adding Social Media Page 87 FAQs Page 88 WAVE Accessibility Tool Page 93 Plugin Accessibility Video Page 97 Contrast and Colors Page 98 Resources Page 99 8 Topic Feature Page Number Contact CIRA Support Page 100 ezTask Support Center Page 101 9 Accessing the website editor: Login Webpage https://newtools.cira.state.tx.us/cms/login.aspx • Login procedure * If you need access to edit the website, please contact CIRA at 1-800-456-5974 • Logout procedure *Please be sure to “log out” each time, not just “x” out of the browser. 10 Project Manager: Your County’s Website Dashboard 2. User info 1. Options 5. Project Manager tools 3. Pages 4. Actions 11 Account Management • To update your account information – change email address, update password, etc. please click on the “edit” next to logout: • You can also contact TAC CIRA at 1-800-456-5974 to update your password. • We recommend that you do not share your username and password with another employee. This is for website security. We are happy to create an additional username for any employee that needs one. Please contact CIRA for the required authorization form. 12 Filter Options • You are able to search our project manager for webpages by either searching by “Page Name” or • Searching by Status *Tip: If you have cannot find a previously listed page, search by “Deleted” 13 Actions • Available tools & actions (overview of options found in project manager) 14 Page Properties • To Edit the Page Properties, go to Actions and click on Page Properties • Edit the title of the webpage (no spaces or special characters). Press apply. 15 Secure this page • Securing a page allows you to make one of your webpages only visible to those that have a password. • You will create a user name and password and confirm it. • You have the ability to add a list of users, in csv format • Should you want to secure other pages, you can do that from this screen as well. • You with then provide the log-in information to the necessary users. 16 Secure this page • Some counties use this feature to provide Jury information to their jurors. 17 Meta Tags • Meta tags are for search engine optimization, a global tag is an identifier for the whole website (Under Options). • This can be important is another county in the United States with the same name causing your county to not be listed first in the search. 18 Edit • To edit your webpage, you have multiple options. • You can click the page name, which is hyperlinked to the editing page itself • Or click on Actions -> Edit 19 Publish this page • If your users do not have the ability to publish a webpage and that your responsibility, you can publish from the Project Manager rather than having to open each page to publish it. • Look at the Status column to determine if the page has been published, if it shows unpublished and you would like to publish it, click the Actions column -> Publish this webpage • A window will come up asking if you want to publish this page, and you will click ok. 20 Add a page • To add another webpage, go to the project manager and click on OPTIONS. • Select Add a webpage. Create a title for the new webpage (no spaces or special characters). Please note: Make sure to name your page with the county name first. Ex. archer.foreclosures, cochran.utilityreports Select “Secondary template” Press apply. 21 Copy a page • You may want to copy a page, if you are trying to utilize the format of that page to create another page or if you want to archive this page and its data. • Your copied page will have the same name as the initial page, but with “copy” at the end. To change the name, see “Page Properties”. • If you would like to add this page to your Quicklinks, please make sure this page is published prior to starting the quicklinks process. 22 Save Changes & Publish • The CMS allows for a webpage to be a work in progress by allowing you to save and then publish when you are ready for it to “go live”. *Please Note: You MUST save changes prior to publishing, previewing, or navigating to the project manager or your changes will NOT be saved. • Step 1: Save Changes • Step 2: Publish this page 23 Preview & Design Mode • Preview and Design Mode are present in the bottom right hand corner of your screen. • Preview allows you to preview your page in a live status prior to publishing your page for the public to see. • Design mode, takes you back to your editing screen, should you need to make additional changes. 24 Recovering deleted items. • If you delete a module, widget or layout, and want to recover it, look for the trash can symbol in the upper right corner • Click the trash can. • Any items that are available to be recovered will be shown across the top. • Drag and drop the item back onto the webpage (to a “drop here” area or similar place). • The content you removed will reappear. Publish the page to keep the changes. • If you delete text from a text editor widget and want to recover, use the “undo” and “redo” options in your toolbar. These are located in the upper left corner of the toolbar. The toolbar activates upon clicking into the text editor 25 Rollback Changes If you have made multiple changes to page and want to revert it to its original state: • Click on Options • Select Rollback Changes. • You will be prompted to confirm that you indeed do want to roll back all changes since the page was last published. 26 “Drop Here” If you see “Drop here!” in red text on a webpage, that lets you know you can move a widget, layout, or module to that area. In the bottom of your webpage, you will see a red strip. Using your cursor, select the item you wish to add, click/hold down and drag/drop onto the area. 27 File Manager The file manager can be used to: • Get the precise URL of a file posted on that page to make link or put it in an email • To delete an old file and upload a new one with the same name 28 Layouts You can update the way content is displayed for your page by incorporating layouts. q1 column q2 column q3 column qToggle q2 column layout 29 Toggles Each one of these is a toggle layout. 30 Toggles When creating your toggle: § Drag and drop the toggle layout button to the selected area § Click on “Add a Title” and enter your requested title and press “Apply” § Under “Drop Here” add additional layouts or widgets that you would like to expand or condense on your webpage 31 Toggles § When you drop your layout or widget, a red line will appear letting you know that you are able to add the widget to that area. § If you are creating adding a separate toggle or widget, be sure to add it below the last dashed line of the toggle/widget above. 32 Guided Practice In your practice website, please open a webpage for editing. Practice adding Layouts and Toggles to the page. Remember to “drag and drop.” 33 Widgets Text Editor: Add a content area to a webpage Image: Add an image to a part of a webpage Image Gallery: Add a gallery of images to a webpage Code Object: scrolling banner, iframes, embed YouTube player 34 Widgets: Text Editor Text editor: The text editor widget allows you to: • Add, edit, or format text on your page (ex. font, size, color, and justification) • Add hyperlinks to your page (to a document, another page within your site, to an external website or to an email address • Create a table Once a text editor is added to your page, click in the free space and the toolbar below will appear. Tip: You can toggle between the WYSIWYG mode or the HTML mode.
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