Adding a section to a page - GeoDocs 8

To add sections to a page, you must be assigned the role of "Site Author" in the group that owns the page.

1. Click on EDIT mode (top toolbar)
2. Mouse over the geodes to identify the right kind: Menu or Section.  Geodes will only work for one or the other and can't be switched.  This maintains consistency in page layout.
3. Click on a geode and choose 'Section > New Section'
4. Choose a caption (depending on the template, this may or may not appear on the page, but you will use this name to find the section if you reuse it on another page)
5. Choose a template

For static templates, you will only use the first tab, so you're ready to save.

For dynamic templates, two more tabs will become active.

•  Dynamic Filter: choose groups and topics to filter content
•  Display Window:  choose priority, date range and other options (Calendar sections will also allow filtering by event date)

6.  Save the section
7.  Publish the page

Related posts:
Page structure in GeoDocs

Adding a menu to a page - GeoDocs 8

To add menus to a page, you must be assigned the role of "Site Author" in at least one group.

1.  Click on EDIT mode (top toolbar)
2.  Mouse over the geodes to identify the right kind: Menu or Section.  Geodes will only work for one or the other and can't be switched.  This maintains consistency in page layout.
3.  Click on a geode and choose 'Menu > New Menu'
4.  Choose a caption (depending on the template, this may or may not appear on the page)
5.  Choose a template
6.  Save
7.  Publish the page

Create a new page or copy an existing page - GeoDocs 8

To create a page or to add sections or menus to a page, you must be assigned the role of "Site Author" in at least one group.

To create a new blank page (no menus or sections):

1. Click the EDIT mode button
2. Go to PAGE <  New Page
3. Give the page a title, caption, and unique name
• Title:  most websites follow the convention of "page name - site name" (eg - "US Politics - The New York Times")
• Caption: this is what will show in menus
• Unique name:  this will become the end of the page URL and can only be used once in the system
4. Choose other options, such as page template, public or private, etc.
5. On the next tab, navigate to choose a location for the page.  It will appear as a sub page (or child) of the highlighted page
6. Save the page - you will see a page with just the background images and geodes at all locations available to add menus or sections.

To make a page with the same menus as another page, you can start this process by navigating to a page with the same menus you want, then choose PAGE < COPY and complete the other steps.   You will create a copy of the page, but with no sections.  If you have several menus on the page this can save a lot of time.

How to add a Twitter Widget to your GeoDocs™ website

Putting a Twitter widget on your website is easy and can be a great way to keep it looking fresh, connect your website with your social media campaign, or to allow you to update your website from your phone! The WYSIWYG editor in GeoDocs makes it easy to add a widget to your site.

 

1. Find and prepare the HTML code for your widget
   
   1. Twitter provides several different kinds of widgets on their site, with lots of different color options or no frame at all. http://twitter.com/goodies/widgets
      
   2. Choose Widgets for...My Website
      
   3. Play around with the settings until you like what you've got, and click "Finish & Grab Code". Keep that page open and start the next step in a different browser window so you can go back and forth if you need to.
      
2. Log in to your GeoDocs website and switch to edit mode (or WebView Editor in GeoDocs v.7)
   
3. Open a page where you want to add the widget (page>open)
   
4. Add a section to the page at the Geode where you want a widget to go
   
   1. This can be any section type that will display the BODY field from content items- summary content, summary plus
      
   2. Remember- this section won't appear on the page until there is content in it and the page has been approved
      
   3. You must be a site author to add sections to a page! If you're not, have a site author perform this step and you'll be able to continue from here if you're a content author.
      
5. Add new content item. From the section Geode dropdown (left click for v.8, right click for v.7), select 'Add new content'.
   
   1. Give your content a title and topic
      
6. Add the html code to the body
   
   1. In the body field (WYSIWYG editor), click the button to see the source code. This will be blank if you have nothing in the body yet.
      
   2. NOW go copy your code for the Twitter widget and paste it here.
      
   3. Click the source code button to return to normal editing mode. (This is very important! The editor might not save the code correctly if you skip this step)
      
   4. You'll notice that all you see is a blank white field, and you might worry that it didn't take, but it's there!
      
7. Save your new piece of content
   
   1. After saving the content, your brand new widget will display on your page in edit or preview mode (hit the F5 key if you don't see it right away)
      
   2. If you're happy with your widget, then run it through workflow (Enterprise only) or publish it so everyone can see it!
      
   3. You may find that you need to tweak the dimensions or reduce the number of tweets to make it fit well on the page. You can go back to Twitter's tool or try reading the code- even if you're a novice you'll probably recognize what the code means.
      

Uploading a document through Document Explorer

1.  While logged in, click on the 'Files' button on your top toolbar. (if you don't see this button, then you probably aren't a 'document author' or 'content author' role in any groups)

2.  In the new window that opened, go to the top right and click on the blue document icon with the green plus sign (it will say 'Create Content' if you mouse over it). A smaller popup window will appear.

Note: You don't need to navigate to a folder before doing this. You will choose a location in the next step.

3.  Choose a file to upload and fill out the document's properties (not all are required).

Notes: 
* The File Name will be used to represent the document in Document Explorer, but the Title is probably what site visitors will see, depending on how the document sections are built on your website- they may display File Name, File Title, or both.  
* Comments are notes for someone editing the document later.  Most docs probably don't need them.
* Keywords will automatically appear in the header on any pages where that document appears. This is to help your site be better understood by search engines, if their content isn't already indexed anyway by search engines.  (Example: Document types read by Google)  

4. Continue to each tab and fill out the necessary fields. When you are finished, you can choose either SAVE or SAVE AND CHECK IN.

OPTION 1: 'SAVE' to upload the document but keep it checked out to you. Your document will have a pencil and a lock. To publish this you'll have to first check it in.

• CHECK IN – left click on the document name and select CHECK IN from the dropdown menu. You'll see the comment box and click 'Check In'.
• PUBLISH – left click on the document again and select PUBLISH. Comment if you like, then click 'Publish'.

OPTION 2: Select 'SAVE and CHECK IN' to upload and check in with one step. You will be given the opportunity to comment, and then click 'Check In' to complete the process. The document will have only a pencil icon, and is ready to publish.

• PUBLISH – left click on the document and select 'Publish' from the dropdown menu. Comment box appears, click 'Publish'.

5.  If you have workflow, choose workflow ~ submit to workflow. Then a 'workflow approver' can publish the document.

The GeoDocs 8 Toolbar

Once logged in, users will see a toolbar that floats at the top of the screen.

Site Author and Content Author toolbar: (full toolbar) includes Page, Files, Status, Edit/Preview/Live, RSS Builder, Site Tools, Change Password, User Name, and Logout button.




Document Author Toolbar: omits the Status field, does not have Edit/Preview/Live or RSS Builder buttons.
The Member Toolbar only has two buttons: Logout and Change Password.

The features available on the toolbar are based on the highest role the user has in any group, so if a user is just a Member in one group but a Site Author in another group, that user will see the full Site Author toolbar. Certain options in the Page menu dropdown will be greyed out for Content or Document Authors, such as 'Delete Page'.

(More about User Roles)

Page Button : Opens dropdown menu of page options including New, Open, Copy, Delete, Publish, Workflow, and View Properties. Only a Site Author will have access to the complete menu, and only while in Edit Mode. (More about Pages and Site Authors)



Files Button: Opens the Document Explorer for file management including upload, edit properties, and view versions (Enterprise License only). (More about Document Explorer)



Status Icons

Gold Star: Everything on the page has been published and is live on the site. (Preview and Live modes match)


Pencil: Something has been edited since the last published version. This could be new/changed content, section, menu, or page. This icon will also display if the page has never been published.


Pencil with Red Circle: Either the page or a piece of content has been marked for deletion. (Deletion is completed when the page or content is published)




Edit/Preview/Live: Allows Content Authors and Site Authors to view the page in three different 'modes' for editing, previewing changes, and viewing the live site.




RSS Builder: Opens a popup window that guides users through creating an RSS feed based on content author groups, topics, and other parameters and provides a URL to the RSS feed. (Future post: More about RSS Builder)




Site Tools: Opens a new browser tab to view other administrative features, such as user administration, topic administration, and Site Map controls. (Future post: More about Site Tools)

About Document Explorer – GeoDocs 8

All document formats are supported as well as images, audio, video and/or presentation formats, including all MS formats. They can be easily implemented into a web page or linked to a file to be opened separately. Non-technical users with security rights can add, edit, assign or un-assign files.

Documents are treated just like any other content type in GeoDocs, but with a few key differences:

How documents are the same as other content types:

• Security: can be public or private
  
• Editing Access: properties edits or uploading of new versions can be restricted to certain user groups
  
• Properties such as topics and display date ranges allow dynamic delivery in sections, RSS feeds, or subscriptions
  

How documents are not like other content types:

• Documents themselves are not edited directly in GeoDocs (but their properties are) and the EDIT screen is a bit different
  
• Every document has its own unique URL
  
• Document Explorer: documents are uploaded and organized through this special user interface
  
• Documents can be included within Basic (text) content as a link or an image
  
• 
  
  Edit/Preview/Live modes are not used to view changes to documents and won't change the view within Document Explorer
  
  
  

Accessing Document Explorer from the toolbar:

The most direct way to access Document Explorer is via the GeoDocs toolbar at the top of your screen. Click on the button marked Files. (the toolbar will appear differently based on your role – 'Members' will not see this button in their toolbar)
Note: It doesn't matter which mode (edit/preview/live) you are in before opening Document Explorer. This function doesn't apply here.

The Files button will open a large pop-up window showing the root folders on the left. Single left clicks will open each folder to drill deeper.

Folders

The folders seen in Document Explorer are only used to organize them for authors, and are not a mechanism for delivery on the website or intranet. Documents are delivered to visitors by direct links, dynamic sections (topics or date range), or as images within content. Folders are only seen by authors who have access to them. Folders don't influence security – it is possible to have a private document in a public folder, or vice versa.

Each group in GeoDocs automatically gets a root folder of the same name. By default, GeoDocs starts with two groups, and thus two folders: Administrators and Public. Users can see only the folders under the groups they belong to. For example, if user Tim123 is a "document author" in the Administrators group, a "member" of the Public group, and is not in the Human Resources group, he will see only the Administrators and Public folders, will be able to add/delete/change documents only in the Adminstrators folder, and will see no evidence that a Human Resources folder exists.

Create NEW folder – click the icon that looks like a folder with a green plus sign (mouseover text is "Create Folder")
Folders will default to be owned by the group that owns the Root folder (any folders created under PUBLIC will default to be owned by group PUBLIC) but can be changed so that one group could own a folder under another group's root folder.