Add a Page

Adding a page in the CMS is something any user role is capable of doing.  However, some user roles have more advanced features than others.  See the specific user role tutorials to see the particular capabilities of each user role.

Video Tutorial: Add page as an Author

Video Tutorial: Add page as an Editor

Video Tutorial: Add page as an Administrator


There are multiple ways to add a page, and they are as follows:

Adding a page using the Website Tree

 The Website Tree can be used to create pages as well. A user may locate in the Website Tree where they'd like their page to appear, and right click on a location near where they'd like their page to be.

From there, a user can add a page above "My Society", meaning it will appear above this page in a list of pages on the "Support" page.  They can also add a page below "My Society", where it would appear below that page on a list of pages in the "Support" page."Add Page Under" will make an Author's page a child page of "My Society", meaning it will show up as nested under the "My Society" page.

From there, a page can be edited using the WYSIWYG editor, which will be covered further below.  A user will be given options, as to the "type" of page they are creating.  See the Page Type CMS documentation to learn about the different page types.

Adding a page from the Home screen

 An Author will see the following when they login to the CMS:

When the "Create a Page" button is selected, the Author is able to create a new page.  Creating a "Collection" works in the same way as creating a "Page", however a "Collection" may contain Collection pages underneath it, which are displayed in a table of contents on the website.  Authors are the only user role that will see these prompts.

Page Content Creation

Although there can be many page types in the CMS, the infrastructure supports a set of common properties for each type. Below you can see that all pages support:

  • Name – this acts as the page title and the name that is displayed in the CMS
  • Member only – this will by default set a page to only allow members to view
  • Start Date – this defines the date in which the page should be published
  • End Date – this defines the date in which the page should be taken offline
  • Page is Link –by selecting the Page is Link checkbox, you can preset this page to act as a link to a URL. The Options field can be used to set the link target that may for example, cause the link in the navigation to open in a new window


The Start Date defines a specific date and time. The End Date acts the same as the Start Date; except that it defines when the page goes offline. When a page goes offline, it cannot be accessed. The Delete when Ended checkbox will remove the page from the CMS and Website if selected at the End Date selected.

Generating Content

The tabs below are the available areas to edit in the draft.

  • Content – this usually has a WYSIWYG control where you can edit the main content of the page
  • RSS – this tab allows you to determine which, if any, RSS feeds will include this page.
  • Notes – this tab displays the approval process notes for this draft that have been added by the author and approvers (editors)
  • General – this tab displays generic handling information that is available to all page types
  • Meta Data – this tab displays the Meta Data editor, where you can define the values this page will output
  • Experience--this tab displays the different Experience categories, so the page can be properly sorted in lists and searches by its relevance
  • Featured--this tab allows an article to be featured in searches or lists

Content tab

Content Editing is done in a WYSIWYG control, such as the one below.  Please refer to the WYSIWYG Component Editor documentation for more details.

This button is a function for inserting and editing embedded WYSIWYG components. This is used for article and events list components by default. Additional components can be installed and added to this list.


 RSS tab

This tab inserts the page into a particular RSS channel; if the page is relevant to an RSS channel, it should be included for the viewing convenience of RSS feed users.

Notes tab

This tab is for the creation of internal notes.  These notes become published notes once the website is published.

General tab

The "General" tab allows you to automatically generate a summary of your page from the page content, or control the summary of the page by adding your own text and unchecking the "Automatically Generate" box. Author / Publish Notes are the Notes field used for publish comments displayed in the Publish History. Content Summary is used when the page is part of a list of "Pages" and will display under the page title in the list.

Friendly URLs

An Editor and an Administrator both have the ability to set a "Friendly" URL for a site; this is a URL that includes keywords to tip off users and searches as to the page's content, giving it a more intuitive URL name that describes it more fully than the automatic numeric URL might.

Meta Data tab

Meta Data is on the page’s < meta > tag output. This specifically is most applicable to search engines.  Also Include MetaData From: allows you to select from the list of global metadata, to merge this page’s values with that of the global values in the page output.  When clicking the edit icon or add button, you will see this window:



In the WYSIWYG Editor, an Administrator is able to set, along with Metadata, Global properties, etc., an Experience for the page.  Checking one or more boxes will allow this page to be sorted in lists based on the appropriate categories it would fall under.

Under the Filters area of the Article List Component editor, you can select one or more Web Experience categories to display. In most cases you'll want to prioritize by matching web experience, rather than filter by it. By prioritizing you can still offer articles to the user in case they have no matching Web Experience in their profile.

By using the "Current User" selection for Web Experience in an Article List, the system will automatically output articles that most closely match the currently logged in Member.


A page can also be set as a featured or prioritized page under the Featured Tab.  This tab also works with Article Listings and with search functions to allow certain pages to have priority when searches are performed or lists are created.  This is a good way to bring a page to the attention of your users.


Page Properties

Status tab

The Status tab informs the user of the history of changes made to the page, displays any scheduled Online or Offline timing settings for the page, and displays the content summary.  This information can be useful for an at-a-glance preview of the settings of the page.

Layout Tab

The Layout tab controls the layout for the page, as well as the layout for any children pages. It allows the Editor to set a specific layout for the page, which may change how the content is arranged in the page.

By clicking the "..." button, a screen will be brought up where the specific part of the layout can be changed to match another page, or match a default setting for the layout, through selecting within the Panels view.  The page tree shows the order of the page panels. By clicking the "..." button, you can choose which panel goes into the slot the button belongs to.

Properties Tab

The Properties tab allows an Editor to set specific properties for the page, including the following features:

  • Whether a Non-Member Firm Admin can access the page
  • Tracking popularity of the page
  • Making it searchable, or non-searchable
  • Redirecting a user (through Force SSL) to an https site for sensitive transactions
  • Allowing or disallowing public access--determines whether a person has to be signed in to see the page
  • Allowing or disallowing Non-member and Member access.
  • Showing or not showing the page in the site map, global navigation and secondary navigation
  • Whether the page inherits a layout or properties from a parent page. If these boxes are not checked, but the "Override inheritance" box is checked and the "Save and Apply to Children" button is clicked, the page will still inherit the layout from a parent page.
  • Whether a page will appear in the RSS feeds
  • Whether rating the page is allowed

When "Save and Apply to Children" is hit, any children pages as well as the current page will convert to the settings the Editor has decided upon.  Hitting the "Save" button will change only the current page.

An Administrator also has advanced control of both Global properties and private properties for a page; properties can be added using the "Add" button, or can be imported from another page or panel within the site.


Once a page has been added and content has been created for the page, it must be saved.  A user has the option of previewing the site, saving a draft to continue editing at a later time, saving and publishing to the live site, saving and sending out for approval, and cancelling, which does not save the edits.

Further reading