MANUAL

Making Simple Edits

Learn how to make basic text edits and upload or change images directly on your site.

DIRECT EDITING ON THE PAGE

Once you have logged in to your site, you will see several different icons. Click on a pencil icon or a camera icon to get started.

The Pencil Icon

  • Once you've logged in you'll see that little pencil icons appear beside the editable content throughout the site. Clicking on any of these will allow you to edit the content beside it. 
  • Clicking on any pencil icon gives you access to the inline editing feature. Now you can type and edit your content directly in the text area.
  • Another option is to paste in text from a word processing program such as Microsoft Word.
  • Then click “SAVE” – and your edits are live!

The Inline Editing Toolbar

Inline editing means you can type and edit content right on the page instead of having to use a separate form or window. For best results, we recommend composing your site's content in a word processing document (like MS Word) and then pasting it into the site.

Select the pencil icon to open the inline editing toolbar. A text box will also appear.

You can now type and edit your text in the box (or paste content in) as you would with any word processing document.

The toolbar allows you to:

  • Apply paragraph styles and headings
  • Bold, italicize, and underline text
  • Remove unwanted formatting
  • Insert bullet points and numbered lists
  • Insert hyperlinks
  • Embed a YouTube video
  • Center or align your text
  • Change the font size and formatting styles
  • Change text and background color
  • Click “Save.” Your edits are now live.

BE CAREFUL! If you are editing directly on the site, be sure to “Save” your work before you exit the page.

DID YOU KNOW? The erase tool   in the editing tool bar removes the formatting of the text you are pasting in. It's an important feature if you are copying and pasting text from another document.

ADDING IMAGES

Learn how to upload images to your website and create an image library.

Images are easy to add, delete or rearrange. Find a spot on the site where you want to add or change a photo. Click on the “Images” toolbar in that spot, and a sidebar will open.  The PeopleCMS system will upload image files for you, resize them, optimize them for web viewing, and add them to your page.

The Camera Icon

  • Camera icons show the locations where you can place photos and images in your site.
  • Click on any camera icon to upload images or change an image. 
  • Selecting the icon will open a sidebar on the left side of your screen.
  • You now have these options: Browse Library or Upload New Image.

Browsing the Library

  • Select Browse Library to open your Image Library for the entire site.
  • You can now choose from a collection of images (the “Library”) that you have already uploaded.
  • Select “ADD TO New Item” to add the image to the sidebar preview.
  • Then select “DONE” to add the image to your site. Selecting this button also refreshes the site.

Uploading an Image

  • Select Upload New Image to bring in new images from your desktop.
  • A cloud will appear labeled “Drop Images Here.” Drag in the image file (jpg, gif or png) from your desktop or select from a drop-down menu by choosing “Or click.”
  • The new image now becomes part of your Image Library and is accessible throughout the site.
  • Select “DONE” to add the image to your site. Selecting this button also refreshes the site.

Changing the Order

  • All the images in the current area of your site are displayed in the sidebar’s preview.
  • To change the order, simply grab the images and slide them up or down. They will appear in the same order on your site.

Removing an image

  • To remove an image from the sidebar preview, select the white X in the top right hand corner of the image. Then select Remove. The image will be removed from the page, but it will stay in your image library.
  • To remove an image from your image library, select the image in the library. Select the gray box that says “Delete.” Now you have two choices. Select  “Permanently Delete” to permanently delete the item from your library. Select “Nevermind” if you decide to keep the item in your library.

IMAGE PRESENTATION...

You have several options for presenting images on your site.

  • You can add an image as part of a column via a Content block. This is a good choice when the photo needs to complement a body of text like an article or description.
  • The Gallery block offers three different ways to display images: slideshow, grid, or masonry layout:
  • The slideshow is a dynamic gallery with choices for sliders and arrows. This option is perfect for showcasing events or products.
  • Use the grid and masonry options if you want to present photos in a static “gallery wall” style.
  • You can reorder images in any display by using the sidebar. Click on the “Photos” button to get to the sidebar. Then “drag and drop” the images until you have the desired order.
  • The Banner/Hero block is a bold horizontal photo that helps define your website. It is often found at the top of the page, but the Banner/Hero block can be used anywhere on your site.
  • Special blocks custom designed for individual sites may provide additional options to add images.
  • Some sites may have special settings where you can upload background images.

COOL IDEA: Stack your images vertically in any column for a “photo booth” look. To do this, just add multiple images to a single column.

DID YOU KNOW? Unlike with text edits, when you change images, you have to refresh the main website page to see these changes take effect. The blue DONE button at the bottom of the sidebar refreshes the site.

ADDING ATTACHMENTS

Learn how to add attachments such as articles and PDF documents to your site.  

You can add attachments to your site using the Attachments button or by creating a link.

Using the Attachments button

  • The Attachments button appears above the editing and photo buttons when you add a Content block. To find the Attachments button, look for the paperclip icon. 
  • The button will say “Add Attachments” if this is your first attachment for that block and “Manage attachments” if you have already uploaded attachments.
  • Selecting the Attachments button will open a sidebar on the left side of your screen. 
  • You now have these options: Browse Library or Add a New Document.

 

Browsing the Library

  • Select Browse Library to open your Attachments Library for the entire site. 
  • You can now choose from a collection of attachments (the “Library”) that you have already uploaded. 
  • Select “ADD TO New Item” to add the new attachment to the sidebar. 
  • Then select “DONE” to add it to your site.

Adding a New Document

  • Select Add a New Document to bring in new documents from your desktop. 
  • You can drag in the document or select it from a drop-down menu.
  • This new document now becomes part of your Attachments Library and is accessible throughout the site.
  • Select “DONE” to add the attachment to your site.

When there is no Attachment button and you'd like to create a link :

  • If there is no Attachments button, you can still add an attachment by creating a link. To use this option, the attachment must already be uploaded to the Attachments Library.
  • Once you have uploaded your attachment, go to the Settings tab. 
  • Select Attachments to see the attachments in your library. 
  • Click on the attachment you would like to create a link for. A pop up window will appear for that attachment. 
  • Click on the Direct Link button. This will reveal the URL for that attachment. 
  • Highlight the URL and right click to copy it. 
  • Now go back to the page where you'd like to add the attachment. 
  • Highlight the text you'd like to link to and then click on the Link button in the Inline Editing Toolbar. In the Link pop up window, there is a place to paste the URL of the attachment.
  • Select “Okay” in the box and “Save” on your site. You have now created a hyperlink that links to the attachment. 
  • You can edit the name of any attachment by clicking on the pencil icon. 
  • If you prefer to use a button instead of a line of text, select the Simple Button tool. In the pop up window, type in the text that you want to appear on the button. Then type or paste in the URL and hit “Save.” 

COOL IDEA: If you want a fancier look for your attachment, use the Simple Button tool to add a button in place of a text link.

DID YOU KNOW? You can upload images and attachments and access libraries anytime via the main Settings tab (often found at the top of your site.)

ADDING LINKS

Learn how to add links to text.

Click on the pencil beside the text you want to edit. To make a link, select the text which you would like to be clickable. With that text highlighted, click on the icon in the editing toolbar that has a picture of a chain link.

In the popup window, enter the url of the page you'd like the link to point at. You'll enter it in the field labeled “URL.”

Opening in a New Window

If you are linking to a page on an external website and you want the link to open in a new window for the visitor (so they don't leave your site), you can do this extra step:

  • Once you've got the link popup window open, and you've pasted your URL into the URL field, there's a tab along the top of the link popup window labeled “TARGET.” Click that, and then from the dropdown menu, select “New Window.”
  • Then OK… then SAVE… and that will cause the link to open in a new window.

Linking to an email address

  • Click the pencil to launch the editor, and then select the text you would like to be clickable. (for example, “click here to email me”). With that text highlighted, click on the link icon in the editing toolbar (picture of the earth with a chain).
  • In the popup window, where it says “Link Type” by default “URL” is selected. Change this to say “E-mail.”
  • Now enter your email address where it asks for the Email address.
  • Then click okay. The link popup window closes.
  • Then click Save. The site is now updated.

ADDING VIDEO

Learn how to add video files to your site.

Embedding a Video

  • When you embed a YouTube or Vimeo video, you first need to upload your video to YouTube or Vimeo. Then find the YouTube ID.
  • The YouTube ID is accessed by clicking “share.” A popup appears. Now select “copy” to copy the ID.
  • On your site, select the pencil icon to open up the Inline Editing Toolbox.
  • In the Toolbox, select  the “Embed YouTube Video” button [Show]
  • Copy and paste the YouTube ID into the editor.
  • Select Save on your site.

DID YOU KNOW? You can add video to your site by embedding it or by using a video block.