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Content Management Processes
The process you follow to manage your site content depends on the number of people who are involved in creating, editing, and approving content for the site. It also depends on your specific role in managing the content or the site itself.
This section describes some examples of content management processes. These examples include:
- Creating a new page for a site and submitting it into the workflow.
- Editing, approving, and publishing an existing page to the site.
Process for Creating a New Page
If you are responsible for creating a new page for a site, this is the general process you might follow:
- Create your new Page.
- You can create a new menu item for your page or create the new page under an existing menu item.
- You can create a new page in Site Editor by selecting the existing menu item where you want the new page. Click the Edit icon, and choose . See "Dealing with Menus while in Site Editor" orSee "Using Site Editor to Manage Content Pages"
- Alternatively, you can create a page in Menus & Pages. This is sometimes easier if you are adding a number of pages. From the Control Center, select the Menu & Pages button or on the drop-down menu
- To create a new page, highlight the menu item where you want the new page, and click Add New.
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If you need a new menu item for the page, you also need to create that.
- In Menus & Pages, locate the Menu Item where you want the new page or create a New Menu Item. Navigate to menu item under which you want the new menu item. and click the Plus icon to add the item. For full details on creating menu items, see See "Managing Menus"
- In Site Editor, click the main Menu Item where you want you new menu item and choose either or .
- Edit your page in Site Editor. (If you are not already in Site Editor, highlight the page in the page list and click View in Editor. )
- Locate the areas in the template that you can edit. If a pencil icon appears you can edit or add items there.
- Fill in the page with the appropriate content. This might include content items, lists, images, multimedia, or link to files such as PDF and MS Word documents. These items are stored in the Data (Asset) Libraries.
- Textual Content items are stored in the Text Content Library
- Images are stored in the Image Library
- Multimedia and other files are stored in the File Library
Storing images and files in a library enables you to use them in more than one place on your site. If you need to update the image or file, you can re-upload it to the Image or File Library using the same file name as the existing version. All links to that file will then point to the updated version.
- See "Using Site Editor to Manage Content Pages"
- After you have edited your page, save it as a draft, submit it into workflow or publish it. If you submit your page into workflow, the next person in the pre-assigned workflow sequence can work on it. That person’s responsibility might be to edit the page or to approve or reject it for publication on the site.
- Once a page goes through all the steps in its workflow, it can be published. After the page is published, website users can view it as part of the site.
Process for Editing, Approving, and Publishing a Page
If you are responsible for editing, approving, and publishing an existing page for a site, this is the general process you might follow:
- Go to Publishing Activity
- Click on , or in the Publishing Activity container in the Control Center or choose
- Locate the page that requires your attention.
- Click the page name and select View in Editor from the menu.
- Edit the page as needed.
- Save the revised page and preview how it will look on the site.
- Approve, reject, or publish the page, depending on the options available to you in that workflow. If you reject the page, it returns to the previous step in the workflow.If you approve it, it will go to the next stage of the workflow.
After the page is published, website users can view it as part of the site.
See "Page Workflow and Publishing"
See "Managing Workflows"