'How to' CMS Guide

Link to guidance on how to do various tasks in the CMS.

Getting started

• Training and access to the CMS
• Logging in
• CMS dashboard
• User settings
• Navigation screen
• Roles and responsibilities

Creating new content

• Planning for new content
• Creating a new page or folder
• Choosing a template
• Copying an existing page or folder

Editing content

• Editing workflow
• Editing an existing page
• Preview your edits
• Submit (save) your changes
• Metadata
• Formatting
• Using headings
• Creating links
• Tables
• Uploading/ adding an image to a page
• Uploading/ adding a file to a page
• Modules
• Using the file chooser
• Common revisions that need to be made to Blink pages

Publishing

• Publishing content to stage or delivery (live site)
• Unpublishing
• Disable publishing
• Publish entire site
• Publishing relationships

Advanced CMS topics

• Rolling back to a previous version
• View the audit for an asset
• Editing site navigation
• Reordering pages in a folder
• Embed a video
• Moving an asset
• Deleting an asset
• Recovering a deleted asset
• Analytics
• Kitchen Sink

Additional resources

• Upgrade guide
• Managing your CMS Site
  • Add-ons & Tools
  • SiteImprove
• Frequently asked questions

Writing for the Web

• Philosophy and Writing Style
• Editorial Style Guide