Client Instructions: Editing Special Sections or Pages

Editing Special Sections or Pages

Different page types are created to display specific types of content dynamically in various sections of your web application. These instructions cover the following page types:

• Team sections/pages
• Services sections/pages
• Resources sections (items and pages)
• Timeline or FAQ Sections
• News sections/pages

Note: In each of these page/section types, some features are repeated, such as the ability to add feature images or to link to documents. However, unlike the instructions for inserting images and linking to documents from within the general content formatting section, display options are limited to which file you would like to display. This is because specialty pages and sections are created with a specific layout and function in mind. The ability to alter the appearance of any images chosen is restricted to preserve that specific layout or function.

Team Section

The team section is generally used for the "About Us" page or section (when at least one person is highlighted). This section appears as a main "holder" page, which normally includes overview or historical info on the team or staff, and "child" pages, which include the individual team member profiles. Because of the features typically included for a team and its members, the following fields are normally available.

Team Pages Holder:

• Teaser - This is normally only necessary when a brief lead-in or description is necessary when content from this page appears within the broader layout.
• Image - The team image is optional, but it is an image that is modified dynamically to fit specifically within the layout of the Team Holder page.
  
  • Best Practice: Organize your images before use by first uploading them to dedicated folders in your Files section. (Don't forget to publish images that you want visible to the outside world.)

Team Pages:

To add a new Team Page, select "Add new" from the page tree menu and then do the following:

1. In the Step 1 section, ensure the page under which the new service page is to be added is shown. If not, select the parent page from the dropdown.
2. In the Step 2 section, select "Team Page" from the list of page types.
3. Select "Create."

Editable areas available within each team page are as follows:

• Image - Team member image
  
  • Best Practice: Organize your images before use by first uploading them to dedicated folders in your Files section. (Don't forget to publish images that you want visible to the outside world.)
• Subtitle/Position - This may be labeled differently in different builds, but it is where a person's title can be added
• Caption - Because the content from this page type can be displayed differently depending on how the overall site is designed, and because some people like to add a little more character to their bios (and bio previews), this is an optional field. Formatting is not allowed in this field.
• Content - Main content are for the team member bio.

Services Section

Services section (which also can be used for a variety of purposes) uses the Services “holder” page that collects and displays “child” Service  pages. While similar to the Team section, the Service section is designed with specific layout options in mind. 

Services Holder

The Services holder page is pretty basic. It provides space to provide content that covers all services.

Service Pages 

To add a new Service Page, select "Add new" from the page tree menu and then do the following:

1. In the Step 1 section, ensure the page under which the new service page is to be added is shown. If not, select the parent page from the dropdown.
2. In the Step 2 section, select "Service Page" from the list of page types.
3. Select "Create."

Editable areas available within each service page are as follows:

• Icon - You have the option to use unique FontAwesome Icons for each service page. Learn more about choosing icons here. 
• Image - In some instances, you can have both an icon AND an image to represent or accompany a service. The service image is optional, any image added will be modified dynamically to fit specifically within the layout of the Services  Holder page.
  • Best Practice: Organize your images before use by first uploading them to dedicated folders in your Files section. (Don't forget to publish images that you want visible to the outside world.)
• Content - This is where you can add as much of a description as you like about the service.

Resources Section

Resource Pages are multipurpose pages that focus on organizing content. Normally, this page type is used for categorizing and presenting things like products, policies, or videos.

• When information that needs to be entered or displayed for the collection of resources is small (as in the case for sharing videos, brief descriptions of a collection of PDF files, or portfolio items), then the Resource Page will have the option to add those resources as “Items.”
• When the information for the resource item is lengthier, the Resource Page will serve as the Parent page to child Resource Item Pages. 
• Each of these types of resource record options will be associated with a single Resources (parent) page.

Resource (Parent) Page

• Categories - Categories will display how content is organized on the front-end and are available in some builds. These are managed in the Resource (parent) page and are unique to the Resources section in which they are created.
  
  • To add, edit, or delete a category, select the "Categories" tab from the top of the edit area.
    
    • Select from the list of categories available to edit an existing category or "Add New" to create a category.
    • Once an edit or addition is made, select "save" to save it as a draft and then "publish" when ready to make it available on the published site.
    • Categories can be rearranged by checking the "allow drag and drop reordering" option above the categories list in this interface.

Resource Items

For resources collections in which each resource does do not require as much overhead as a whole page, resources may be displayed as "Items" that belong to a Resource page. Unlike linking to a file or inserting an external link or embedded data from the page content area, Resource Items manage the display of your information in a way that is most logical to your visitor.

• This option for displaying information is primarily used for organizing and sharing files or images. (For instance, if you are presenting a collection of images, forms, or PDFs that only require a brief description).
• Depending on the amount and type of content, these will appear within the space of the Resource (parent) page or as popups (called modals).
• To create, edit, or delete a Resource Item, select the "Items" tab from within the main Resource (parent) Page to which they belong.
  • Select from the list of Items available to edit an existing Item or "Add New" to create a resource Item.
  • Once an edit or addition is made, select "save" to save it as a draft and then "publish" when ready to make it available on the published site.
  • Items can be rearranged by checking the "allow drag and drop reordering" option above the Resource Items list in this interface.
  • The fields available for each Resource Item are the same as what is available for each Resource Item Page and are listed below.

Resource Item Pages

This is the most common format for adding/displaying information within a Resources section.

To add a new Resource Item Page, select "Add new" from the page tree menu and then do the following:

1. In the Step 1 section, ensure the page under which the new Resource Item Page is to be added is shown. If not, select the correct parent page from the dropdown.
2. In the Step 2 section, select "Resource Item Page" from the list of page types.
3. Select "Create."

Fields Available

The following are the fields available in both Resource Item objects and Resource Item Pages:

• Iframe/Link - While it is possible to embed media into the main content section for each page or item, this option exists primarily for things like maps, links to external sites that need to be presented consistently, etc.
  • Iframes must include the opening <iframe>... and closing </iframe>.
  • Other links must contain the entire URL, including the "https://..."
• Icon - In many applications that rely on icons as part of the theme, I often set default icons to appear to represent a link, iframe, or a file download (see below). However, in cases where you want to override the default icon, you can do so by using this field and following these instructions.
• File - This is where you can add a file for download. The file must first be uploaded to your site, either from the Resource Item/Page interface or first to the Files and Images section.
  • Note that it is best practice to organize your files in folders within the Files section, especially when working with a large number of files and images. Also, don't forget to publish any new files or images to be visible in the front end. See instructions for managing files and images.
• Category - If are using categories, it is necessary to assign a category to your Resource (Item Page or Item).
  • If you create and publish a Resource Item Page or Resource Item and are unable to see it on the published front-end, it is because you are using categories but have not assigned one to your resource.

Timeline / FAQ Section

Updated instructions coming soon...

News Section

Updated instructions coming soon...