Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites. October 6, 2013

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1 Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites October 6,

2 Overview This document provides an overview of the process for editing your website and managing blogs. Getting Started Managing Website Content Blog Management Other Features & Options If you need assistance, please contact Customer Support: option #2 from 8:30am 7:00pm EST Monday Friday. 2

3 Getting started: How to log in to your Content Management System (CMS) To add/edit a page in your website or manage blogs, log into the Content Management System (CMS). Navigate to your url using the format: Enter the login credentials you were provided when your web site was launched and click the Log In button. If this is the first time you are logging in, you will be presented with a Privacy Policy which you should read and agree to before proceeding. Once you agree to the terms you will be taken directly to your Dashboard. 3

4 Understanding your CMS dashboard The dashboard presents you with several options for getting starting including blog management, manage content and getting help. Blog management Write a new blog post Manage existing blogs View comments Manage website content Editing content on existing pages Adding a new web page Reordering web pages Adding an image Deleting a page Getting help from LexisNexis s Custom Website Support team 4

5 Manage website content: Editing content on existing pages To begin editing the content on a particular page, either: Click on the Manage pages hyperlink under the Manage Content section on the dashboard, or Hover over the Pages menu on the left and select All Pages sub menu. This will take you to the Pages landing page which lists all of your existing pages. 5

6 Manage website content: Editing content on existing pages On the Pages landing page, hover over the page you want to edit and select the Edit option. If there is a minus icon ( ) next to the page title, it means the web page is a sub page. This is common for Practice Areas, Attorney Profiles and Contact information. Once the page loads, you will have the ability to edit the Page Title and the Content. 6

7 Manage website content: Editing and formatting Page Title and Page Content Edit Page Title here Edit Page Content here To edit the Page Title: Click in the box on the top with the current Page Title. The cursor will begin to blink. Simply type the new Page Title. To edit the Page Content: Put your cursor where you want to make the change. The cursor will blink and you can begin to add, edit or remove the content. To format Content: You may bold, underline or italicize content along with additional formatting options using the formatting toolbar (covered, next page). 7

8 Manage website content: Using the formatting toolbar In addition to the ability to bold, underline or italicize content, other common formatting options in the toolbar includes: Blockquote (most commonly used for testimonials) Unordered Lists Ordered Lists Text Alignment; Left, Center and Right. 8

9 Manage website content: Hyperlinking content Select hyperlink icon here You can hyperlink content by highlighting the desired phrase and selecting the hyperlink icon: The hyperlink manager will open which will allow you to enter the URL. You can also specify if the hyperlinked page should open in the same window or if it should open in a new window (bottom image). 9

10 Manage website content: Previewing changes Once you have finished editing the content, select Preview Changes button on the right side of the page you are working on. A new window will open where you can preview the just made changes. If you are satisfied with the changes, proceed to publish them by choosing Update. If not, keep making changes until your are satisfied. 10

11 Manage website content: Updating content so changes are live If you are happy with the changes you have made, click the Update button to apply all changes to the live site. 11

12 Adding a new website page: Getting started To add a new web page to your firm s website, either: Click on the Add a new Page link on the dashboard underneath the Manage Content section, or Hover over the Pages menu on the left and select Add New sub menu as shown below. You will then go to a screen where you can create the Page Title and Content. 12

13 Adding a new website page: Creating Page Title, Content & Heading Tags Add Page Title here Add Page Content here Adding Heading Tags When you develop a new page, you have the ability to add a heading tag. Heading tags are valuable as they help identify words of importance in search engines. A heading tag is a larger size than the default font used on your website. There are six heading tags that can be used on your firm s site. It is most common for the first heading tag to be Heading 1. To view this option, click on the Show/hide Kitchen sink toolbar icon: To create the Page Title, click in the text box containing the phrase Enter title here and enter the new page name. You can begin to add Content to the page in the space below the formatting toolbar. Access Show/hide Kitchen sink toolbar 13

14 Adding a new website page: Using the formatting toolbar In addition to the ability to bold, underline or italicize content, other common formatting options in the toolbar includes: Blockquote (most commonly used for testimonials) Unordered Lists Ordered Lists Text Alignment; Left, Center and Right 14

15 Adding a new website page: Hyperlinking content You can hyperlink content by highlighting the desired phrase and selecting the hyperlink icon: The hyperlink manager will open which will allow you to enter the URL. You can also specify if the hyperlinked page should open in the same window or if it should open in a new window. 15

16 Adding a new website page: Previewing changes and saving a draft Once you have finished editing the content, select Preview Changes button on the right side of the page you are working on. A new window will open where you can preview the just made changes. If you are satisfied with the changes, proceed to publish them by choosing Publish. If not, keep making changes until your are satisfied. 16

17 Adding a new website page: Updating content so changes are live If you are happy with the changes you have made, click the Publish button to publish the new page to the live site. 17

18 Adding a new website page: Creating a new Sub page under a current Parent page If you would like to create a new sub page under a parent page, you can set that up by specifying the parent of the sub page within the Page Attributes section. The Page Attributes section is located on the right side of your current page. Choose the appropriate order number to specify where the subpage will be placed under the parent page. You can change this at a later time by reordering the page 18

19 Manage website content: Reordering web pages You can re order web pages with the drag and drop feature. To access this feature, go to the All Pages landing page, then select the page you wish to reorder, and drag and drop it to the desired location. The changes will be saved automatically. 19

20 Manage website content: Adding an image You can add an image to a page at a desired location. To add an image to a webpage, place your cursor where you want the image to appear and then click on the Add Media button on the top left corner of the page. This will open up a Media Manager where you have the ability to upload a file or an image from your local computer. 20

21 Manage website content: On the Media Manager page, click on the Select Files button. This will open up a window on your desktop where you will search for the desired image from your files. Once you ve selected the image, click the Submit button to have the image automatically upload to the server and added to your firm s website to the location you have selected. Adding an image 21

22 Manage website content: Deleting a page If you choose to delete a page, you can do so by going to the All pages landing page. Hover over the page you want to delete. Click on the Trash link to remove the page. 22

23 Blog management: View your blog posts To view your blog posts you may either: Click on the Manage your blog posts hyperlink under the Blog Management section on the dashboard, or Hover over the Blog Posts menu on the left and select All Posts sub menu. This will take you to the Blog Posts landing page which lists all of your existing blog posts published and draft. 23

24 Blog management: Selecting blog posts to view and edit On the Blog Posts landing page you will be able to view all the posts that are accessible to you. In order to see just the published posts or posts that are in draft mode, simply click the Published or Draft links. To edit a blog post: Click on the blog post name to be brought to the editing page. Alternatively, hover over the blog post and click on the Edit link that appears. 24

25 Blog management: Editing and formatting blog posts Edit Post Title here Edit Post Content here To edit the Post Title: Click in the box on the top with the current Post Title. The cursor will begin to blink. Simply type the new Post Title. To edit the Post Content: Place your cursor where you want to make the change. The cursor will blink and you can begin to add, edit or remove the content. To format Content: You have the ability to bold, underline or italicize content along with additional formatting options using the formatting toolbar. 25

26 Blog management: Using the formatting toolbar In addition to the ability to bold, underline or italicize content, other common formatting options in the toolbar includes: Blockquote (most commonly used for testimonials) Unordered Lists Ordered Lists Text Alignment; Left, Center and Right 26

27 Blog management: Hyperlinking content You can hyperlink content by highlighting the desired phrase and selecting the hyperlink icon: The hyperlink manager will open which will allow you to enter the URL. You can also specify if the hyperlinked page should open in the same window or if it should open in a new window. 27

28 Blog management: Using blog categories During the process of writing articles, it is important to understand what a blog category is. A blog category is a collection of blog posts that you decide to group together. This makes it easier for website visitors to view all related posts together. You have the ability to associate blog posts to a blog category. 28

29 Blog management: Using blog categories To associate blog posts to a blog category, look on the right side of the page for a Category section. Select from existing set of Categories. If you cannot find an appropriate category and would like to add one, simply type the name of the category in the Add New Category box ( type category name ) and hit the Add New Category button. The new category will be added and associated to the post automatically. 29

30 Blog management: Using tags When writing blog posts, it is important to understand what Tags are. Tags are keywords and short phrases that you can use to help people find your posts easily. To add new tags, type in the keywords or search phrases relevant to this blog post and press the Add button. The new tags will be added and associated to the post automatically. 30

31 Blog management: Previewing changes Once you have finished editing the content, select Preview Changes button on the right side of the page you are working on. A new window will open where you can preview the just made changes. If you are satisfied with the changes, proceed to publish them by choosing Update. If not, keep making changes until your are satisfied. 31

32 Blog management: Updating content so changes are live If you are happy with the changes you have made, click the Update button to apply all changes to the live site. 32

33 Adding a new blog post: Getting started To add a new blog post: Click on the Create a new Blog post button under the Blog Management section on the dashboard, or Click on the Add New link on the Blog Posts menu on the left. You will then go to a screen where you can create the Blog Post Title and Blog Content. 33

34 Adding a new blog post: Creating Blog Post Title, Content & Heading Tags Add Blog Title here Add Blog Content here Adding Heading Tags When you develop a new blog post, you have the ability to add a heading tag. Heading tags are valuable as they help identify words of importance in search engines. A heading tag is a larger size than the default font used on your website. There are six heading tags that can be used on your firm s site. It is most common for the first heading tag to be Heading 1. To view this option, click on the Show/hide Kitchen sink toolbar icon: To create the Blog Post Title, click in the text box containing the phrase Enter title here and enter the new blog post name. You can begin to add Content to the blog post in the space below the formatting toolbar. Access Show/hide Kitchen sink toolbar 34

35 Adding a new blog post: Using the formatting toolbar In addition to the ability to bold, underline or italicize content, other common formatting options in the toolbar includes: Blockquote (most commonly used for testimonials) Unordered Lists Ordered Lists Text Alignment; Left, Center and Right 35

36 Adding a new blog post: Hyperlinking content You can hyperlink content by highlighting the desired phrase and selecting the hyperlink icon: The hyperlink manager will open which will allow you to enter the URL. You can also specify if the hyperlinked page should open in the same window or if it should open in a new window. 36

37 Adding a new blog post: Previewing changes and saving a draft Once you have finished editing the content, select Preview Changes button on the right side of the page you are working on. A new window will open where you can preview the just made changes. If you are satisfied with the changes, proceed to publish them by choosing Publish. If not, keep making changes until your are satisfied. 37

38 Adding a new blog post: Updating content so changes are live If you are happy with the changes you have made, click the Publish button to apply all changes to the live site and publish the new content. 38

39 Manage blog comments: View blog comments By default, all user blog comments must be approved by you before they can appear on your website. Be sure to review them carefully. In order to view those comments, select the Comments menu in the left navigation bar. Once the page appears, you will have the option to view All, Pending or Approved comments by clicking on the links available. 39

40 Manage blog comments: View blog comments This page shows some important information, such as: Comment author The actual comment The date of the comment The current status of the comment The article to which the comment relates An allowable set of actions You may then choose to: Approve the comment to make it visible on your website Keep it Pending until some future time Mark it as Spam for removal from your comments list 40

41 Other features and options: Manage your CMS user profile As a user of CMS, you may manage your user profile by clicking on the Profile menu on the left navigation. You have the ability to change your password, edit your personal settings and your user name via this setting page. 41

42 Other features and options: Getting help While editing your website, should you encounter any issues or require support, please contact the Website Support Team: Call: , ext or [email protected] 42