Evoq 9 Content Managers Training Manual

Transcription

1 Evoq 9 Content Managers Training Manual Table of Contents Chapter 1: User Login... 2 User Login...2 User Login Screen...2 User Logout...2 Chapter 2: Navigating within Evoq Editing Bar...3 Dashboard...4 Content...5 Assets...6 Pages...7 Recycle Bin...7 Settings...8 Analytics...9 Chapter 3: Editing Basic Information with the HTML Module...10 Editing Content Areas Chapter 4: Version Control...17 Chapter 5: Adding a Page Chapter 1: User Login 1

2 User Login The login button is located at the bottom right of the footer under Follow Us. See figure below. Login Screen If this is your first login attempt, click to Reset Password. The system will send an to reset the password. Please note the will be in your junk folder. If you have logged in before, then use your network username and the password you set earlier. User Logout The logout button is located at the bottom right of the footer under Follow Us. See figure below. 2

3 Chapter 2: Navigating within Evoq 9 Editing Bar The editing bar on the left side of the page consists of Dashboard, Content, Manage, Analytics, Settings and Edit button. Dashboard 3

4 The dashboard in Evoq 9 shows the link to Site Analytics. Image from 9 is now shown below, but it looks the same as version 8. Evoq Dashboard Menu Evoq 8 Dashboard Site Analytics View Content The menu appears when the mouse is hovered over content. 4

5 Assets Upload images and documents for the portal. To add an asset, first chose the appropriate folder and chose the blue Add Asset Button 5

6 Pages (Page Management) All pages in the portal will be listed on this page. 6

7 Recycle Bin If a page or module was deleted, it can be retrieved by navigating at the recycle bin. Settings Connectors and Workflows 7

8 This section is not used for editing. NOTE: Please do NOT edit this page. The analytics are already attached to the University site. NOTE: Please do NOT edit this page. The analytics are already attached to the University site. 8

9 NOTE: Please do NOT edit this page. The analytics are already attached to the University site. Analytics Page Analytics is the same in version 8 as in version 9. 9

10 Chapter 3: Editing Basic Information with the HTML Module The HTML Module is the most commonly used module for entering, editing and deleting content. Editing Content Areas To edit a module, click on the Pencil button at the bottom left hand side of the screen. See figure below. The screen after the Edit button is clicked. 10

11 Note: You will see all panes that exist in the current Clayton State template. Please concentrate on the panes the current content exists. You may need to scroll down the page. The boxes can add text (the first button), images (the second button) and new modules (the third button). 11

12 Click directly in the box where the text needs to be updated. The box that appears is outline with red. This inline editor has minimal editing tools. See figure below. The advanced editor can still be used in the new version. Click on the last button that has two arrows. See figure below. The advanced editor figure. All features in this editor are the same as the current version. 12

13 Evoq 9 gives the user the ability to preview the page on the desktop, tablet and mobile before saving (publishing) the page. This can be viewed by clicking on the eye icon. See figure below. To save all changes, click the Close button. The blue Publish button appears. Click this button to save changes. 13

14 After the Publish button is clicked, the page will exit out of edit mode. If one of the menus items is open, click the x in the top right corner to return to the page. Adding images to the portal Content Managers can upload more than one image at a time. Drag multiple files at one to the blue box below. Make sure you chose the images folder to import images. 14

15 Adding Documents to the portal More than one document can be added simultaneously. Make sure you chose the docs folder to import documents. 15

16 Chapter 4: Version Control Version control is seen after the page has been saved the first time. Content Managers view the changes before saving which will reduce the number of versions. Version control is located under page settings while in edit mode. Versions can also be compared now. See figures below. 16

17 If version 1 needs to be the correct version, then hover over the column actions in version 1 row. Choose the middle button, circle arrow, to restore to version 1. Chapter 5: Add a new page To add a new page to a college or departmental website, hover over manage and select Pages. Click on the blue button, Add Page. See figure below. 17

18 Details Tab Permissions Tab 18

19 Add Page Elements (see figures above) On the Details tab: 1. Name (required) = Give the page a descriptive name 2. Title = Name of the page Name of the department Clayton State University 3. Description = Describe the nature of the page for SEO purposes. 4. Keywords = Type in keywords to help the page reach to the top of search engines. 5. Tags = Designate tags for the page 6. Parent Page = No need to designate parent page unless the new page is a child of an existing page. 7. Workflow = Leave the select DirectPublish selected. 8. Display in Menu = No action needed 9. Link Tracking = No action needed 10. Enable Scheduling = No action needed 11. Page Template = The template used for this page. No action needed. 19

20 12. Permissions tab = Make sure the box is checked for All Users View. See second figure above. After all Details have been entered, click the blue Add Page button. After the Add Page button is clicked, the system will render the new page in edit mode. New content and assets are ready to be applied. 20