Web Center Certification Sitemap / Formatting Content

1. Web Center CertificationSitemap / Formatting Content Web Center Certification Training Intuit Financial Services University

2. Sitemap / Formatting Content: Objectives • Practice using Web Center by: Using Sitemap Manager and editing other content • Add, remove, reorder, and manage pages with the Sitemap Manager • Review the content editor layout • Create and format content • Preview, send to Staging, and Go Live

3. Sitemap Manager

4. Sitemap Manager Sitemap Manager is used to manage the organization of web pages on a Web Center website. Users may add new pages, delete existing pages, re-order pages within a section and create new sections. Users may also change the title of existing pages and sections. Step 1: Under the Work Area, choose Sitemap Manager. If another user is editing the sitemap, the files will be locked for changes but may be viewed until the lock is released.

5. Main Options • Step 2: The Sitemap Manager will load in the condensed view. • Step 3: Click Display All Pages to ‘open’ the sitemap and view all pages. To condense this view, click Hide Sub Pages. Save Changes – saves changes to the Work Area site. An “Update was successful” message will be displayed. Cancel Edits – cancels any changes made since the Sitemap Manager was opened or changes were saved. Main Section Title Links – navigates to the index or main page of that section in the Work Area. Expand Section Link – Clicking “+” will expand that section. Clicking “-” will condense that section.

6. Changing Section and Page Titles • To change the title of a page or section: • Step 1: Click the button next to the name to be edited • Step 2: Enter a new title and click Change Title • Note: The title of a primary navigation section can not be changed.

7. Reordering Pages Pages and sections can be moved up or down in the sitemap. • To reorder pages: • Step 1: Click the or next to the corresponding page or section to move up or down. • Step 2: Continue to move the page up or down to the desired location. Note: A page can not be moved to a different section. If a page needs to be moved to a different section, create a new page in the new section and delete the old page. The arrow buttons will be grayed if the page can not be moved.

8. Adding Section Pages Before adding new section pages, plan what pages will be fully-developed before going Live. This is important as all new pages created in the Sitemap Manager must be moved to Staging and sent live at the same time. Only create new pages that you are prepared to complete before the next site deployment. • To add a new page to a section: • Step 1: Click the button next to the section title. Enter a page name. The page name is the file name in the URL. • Page Name Notes: • Names may not contain special characters • Click ‘Show Current Page Names’ to see existing names • Use similar naming conventions as with existing names • Keep page names short and descriptive

9. Adding Section Pages • Step 2: Enter a page title. Titles may contain spaces but may not contain commas or special characters. • Step 3: Click Add Page. The page will now be displayed under any existing pages in the section. It may be moved as needed.

10. Deleting Pages To delete a page or section: Click the button and click OK on the confirmation alert box. • Note: Deleting a section will also delete all corresponding pages within the given section.

11. Navigating to Pages • To save and navigate to new pages: • Step 1: After all edits have been made, click Save Changes • Step 2: Click a section or page link to open that page in Content Edit. • Note: If you forget to click Save Changes, the message seen below • will appear. Click Save to proceed, Continue to delete all changes since the last time saved, or Cancel to remain in the Sitemap Manager.

12. Navigating to Pages New pages in a new section will display “Coming Soon!!”. They can then be updated using the Edit Content link. Sites with DHTML menu navigation are also automatically updated. Note: It is not recommended to send “Coming Soon” pages live until all new updates have been completed.

13. Submit to Staging Follow the same process as with other edits to send to staging. If a file used in Sitemap Manager is selected, all corresponding Sitemap files will also be selected automatically. Changes to the Sitemap may not be removed in Manage Changes. Instead, changes will need to be edited using Sitemap Manager. Note: Keep new pages in the Work Area until all edits have been completed and the pages are ready for your live site.

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15. Content Editor Layout

16. Source Click the Source button to display the page content as XHTML code. Click again to return to the visual (WYSIWYG) view. Use Source when pasting code from other sites or when advanced editing is required.

17. Content Templates Click the Templates button to load the Content Templates window. A template may be used to quickly apply basic formatting to a page. Uncheck the ‘Replace actual contents’ box to retain all existing content on the page. The template will be applied below the existing content.

18. Maximize Editor / Show Blocks Click the Maximize the editor size button to display the editor in the full window. Click again to return to the standard view. Click the Show Blocks button to display the formatting blocks in the editor. Click again to return to the standard view.

19. Previous Versions Click the Versions button to load the Previous Versions window. The most recent versions of the page will be displayed. Additional versions may be displayed by clicking on the ‘More Versions’ link. Comments and Descriptions may also be viewed. Select a previous version by clicking on the Version link. On the next screen (not shown), select ‘Use This Version’. The new version will reload in the editor. Note: History for versions in the WCAC is unlimited.

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21. Creating and Formatting Content

22. Cut / Copy / Paste Click the Cut, Copy or Paste buttons to edit the selected text. The editor also supports keyboard shortcuts (Ctrl+X, +C, +V) Click the Paste as plain text button to remove all formatting when pasting content from external sources or click the Paste from Word button to paste content from Microsoft Word. The system will automatically detect and prompt for IE users to paste Word content using this tool. Firefox users must manually select the Paste from Word tool when pasting Word content. Note: Confirm that the “Ignore Font Face definitions” and “Remove Styles definitions” are checked to insure proper coding.

23. Spelling / Undo / Redo / Find / Replace Click the Spelling button to check for errors. Spelling functionality requires the installation of an additional dictionary plug-in. Click the Undo or Redo buttons to revert to previous changes. The editor also supports keyboard shortcuts (Ctrl+Z, +Y) Click the Find button (or tab) to search for content on the current page. Click the Replace button (or tab) to search for and replace content on the current page.

24. Text Formatting Click the formatting buttons to apply text formatting. Bold – Ctrl + B Italic – Ctrl+I Underline – Ctrl + U Subscript – example Superscript – example Click the Remove Format button to remove all text formatting.

25. Lists / Indent / Blockquote / Alignment Click the Insert/Remove Numbered List or Insert/Remove Bulleted List buttons to insert numbered or bulleted lists. Click the Decrease Indent or Increase Indent buttons to apply text positioning. Click the Blockquote button to insert a blockquote. Click the justify buttons to align text left, center, right or block.

26. Styles Select the Style menu to apply formatting to a section of text. Using styles keeps the look of the site consistent and provides easy access to make changes to text formatting in the future. To remove a style, highlight the content and click Remove Format. Note: Styles are a part of the overall site design and are maintained by Intuit Financial Services.

27. Additional Styles Select the Format menu for additional formatting options. Select the Font menu for additional font options. Select the Size menu for additional text size options. Note: It is recommended to primarily use the Style menu for edits.

28. Colors Select the Text Color or Background Color buttonsto apply formatting to selected text. Click the More Colors… link to load the Select Color screen. Note: It is recommended to primarily use Styles instead of the Text Color feature to keep the look of the site consistent.

29. Insert/Edit Flash Click the Insert/Edit Flash button to embed or edit a Flash document on a page. The file URL, width and height should be set on the Flash Properties screen. Advanced options may be configured under the Advanced tab.

30. Insert/Edit Table Click the Insert/Edit Table button to load the Table Properties window. Set the properties of the table and click OK. To edit an existing table, select the table and right-click. Cell, row, column and table properties may be edited from this menu.

31. Horizontal Line / Special Character / New Line Click the Insert Horizontal Line button to insert a line at the location of the cursor. Click the Insert Special Character button to load the Select Special Character window. Select a special character to insert it on a page. HTML code for additional special characters may be found at http://www.ascii.cl/htmlcodes.htm. Click the Insert a new line button to insert a break in a paragraph. The keyboard shortcut of Shift + Enter may also be used to insert a new line. Note: The Insert Page Break button should not be used.

32. Sitemap / Formatting Content: Objectives • Practice using Web Center by: Using Sitemap Manager and editing other content • Add, remove, reorder, and manage pages with the Sitemap Manager • Review the content editor layout • Create and format content • Preview, send to Staging, and Go Live

33. Scenario 3 Review Questions • What is the recommended naming convention for page names when adding new pages to a section? • When should a style be used to modify the color of text? When should the font color button be used? • Describe the process of adding a new row to an existing data table.