CMS User Procedure

Front End User

All website editing is done right on the same pages you see in your browser, using a standard editor. You can add images and tables to site pages and create links from text or images.

There is a structure of user levels for the Front End that allows you to retain control over what your staff is doing to the website, if you choose to give them access.

Front End User levels:

Author - Authors can create and edit their own articles, but they are not published to the site unless approved by a Publisher.

Editor - Editors can edit any content on the site, but they are not published to the site unless approved by a Publisher

Publisher - Publishers may edit any content on the site and publish new content.

If you elect to allow staff members to edit site pages, we can set them up as Authors or Editors, and you'll be able to approve their content before it's published once we set you up with Publisher status (or you can have us just make them all Publishers if you choose).

Logging In

If you elect to have Front End Access granted to anyone in your practice, we'll create a user account for that person, assigning the level you specify. The user will then receive an a-mail from the system giving them their username and password – which we can change or turn off at your request.

We'll add a link to your Home Page titled "Staff Log-in" (or anything else you'd prefer). Once the link is clicked, you'll be taken to the log-in page:

Options are available here to assist users who have forgotten their username or password, if desired.

Once you've successfully logged-in, you'll be taken to the site's home page and can begin editing.

Using the Editor

After log-in, you’ll see the Edit icon    or  at the top of every article on every page (users with Editor status will only see it on articles they created). Newer versions of the CMS will see Edit this article at the bottom of each article.

Clicking on this icon or Edit link will open up the editing view for that article:

Front End Users should limit their changes to the area within the Editor section, and not change anything in the Publishing section at the bottom half of the screen.

Editing Text

You may add, delete or change any text on the page. Once you’ve completed the desired text changes, click the Save button at the top right corner of the Editor section and your changes will be saved (click Cancel if you wish to return to the original page). You can then see the updated page – click the Edit icon again if you wish to make additional changes.

Most of the functions in the Editor are very similar to those found in any typical text editor. We’ll take a look at some of the functions you may not be familiar with (a complete description of each function can be found here):

Fontsare determined by the template and website structure - please do not change

Font Sizeis determined by the template and website structure - please do not change

Font Stylesare determined by the template and website structure - please do not change

Format Stylesare where you can indicate headlines and subheads. Select the desired line of text and use Heading 1 for the major headline, Heading 2 for the next most important and so on. The entire line needs to be selected, not just certain words or phrases in a line.

Copy, Cut , Pasteare standard buttons, with the addition of the Paste as Plain Text option. Whenever you want to paste text into an article, select this option first, paste the text there and then Insert. You’ll avoid many formatting issues caused by imported tags.

Bulleted and Numbered Listscan be applied to full lines of text. Use the Indentfunction to increase the indent level on selected lines

Tablesmay be inserted if you have some experience in their structure. We’ll be happy to add and configure a table if you’d prefer.

Insert/Edit Imageis where you can add images to your article. Please see Adding Images for details.

Insert/Edit Linkcreates hyperlinks from selected text. Please see Creating Links for details.

Spellcheckwill check the spelling on the article text when clicked.

Edit Codewill allow access to the HTML code for the article. Please do not edit this unles you have significant experience with HTML coding.

Adding Images

If you wish to add an image to an existing page, place your cursor at the point you’d like the image to appear. If you want the image to be inserted to the left or right of existing text place the cursor at the beginning of the line. If you want the image to be on a line by itself, place your cursor at the desired location and use the Enter key to create a new line, then cursor up into that new line.

Once the location has been selected, click the Image key shown at the bottom of the Editor window:

The Image File screen will be displayed:

The folders that were created when your website was designed will be shown. Double-click on the desired folder to open it and you'll see the images already stored there:

Adding New Images

When preparing an image to add to the page, there are a few things to consider:

• The image should be the final size that it will be on the page. Do not scale the image up or down after it’s been placed.
• The image must be in a “saved for web” format, either in .jpg .gif or .png format, with a file size no larger than 50k.
• Images that are not yours (obtained from other sources) must not be under copyright. If they are, you must have permission and must add a note attributing the image to the copyright holder.

At the bottom of the Image File frame is the Upload area. Click on the Browse button to navigate to the location where you’ve stored the desired image. Click on the image file and then click Open. Go back the the Image File frame and click Start Upload.

The image will now appear in the Image File frame – click on the image and then click the Insert button at the top right. The image will now show up in the page where your cursor was located.

If you wanted the image to appear on a line of its own, all you need to do is position it left, right or centered (it’ll be placed on the left side by default). To adjust the positioning, click on the placed image and then the Justify Center or Justify Right iconsin the editor toolbar.

If you wish the image to be positioned in the text block (with text wrapping around it), click on the image and then click the Insert/Edit Image buttonin the toolbar. The Image Manager frame will open:

To place the image within the text block on the left side, select Left in the Alignment drop-down. In the Margin fields, deselect Equal Values and then enter a value of 10 in the Right field. The click Update at the bottom of the Image Manager frame and your image should be in the correct position. To place the image at the right side, simply select Right and enter 10 into the Left field.

To delete an image that’s already been placed, just select the image and click the Delete key on your keyboard.

Creating Links

Adding a hyperlink to a selection of text or to an image is fairly straightforward. Drag your cursor across the desired text or click on the desired image to select it. The click on the Insert/Edit Link button in the toolbar. The Advanced Link frame will open:

To create a link to an external web page (not part of this website), just place your cursor into the address field of your browser when the desired page is displayed. Copy the entire web address (including the http://) and paste it into the URL field at the top of the Advanced Link frame. If you wish the linked page to open in a new window (keeping your website open in the background), select Open in new window in the Target dropdown. Click on the Insert button at the bottom left and the link will be created.

To create a link to an internal web page, click on the Menu item in the Link Browser frame. Navigate to the desired menu and then click on the page within that menu that you want to link to. Click on the Insert button at the bottom left and the link will be created.