Quick Guide to Authoring Pages

Open the Sites console (using the Sites option in the Global Navigation - this is triggered (drop down) when you select the Adobe Experience Manager link (top left).

Navigate down the tree by tapping/clicking on the appropriate page. How the page resources are represented depends on the view you are using - Card, List or Column:

Navigate up the tree using the breadcrumb in the header; this allows you to return to the selected location:

Navigate to the location where you want to create the new page.

Use the Create icon and then select Page from the list:

This opens the wizard that will guide you through collecting the information needed when creating your new page. Follow the on screen instructions.

Card View:

• Enter selection mode by selecting the required resource with:
  • Mobile device: tap-and-hold
  • Desktop: the quick action - tick icon:

• The card will be overlaid with a tick to show that the page has been selected.

List View:

• Tap/click on the thumbnail for the required resource - the thumbnail will be overlaid with a tick to show that it has been selected.
  

Column View:

• Tap/click on the thumbnail for the required resource - the thumbnail will be overlaid with a tick to show that it has been selected.
  

Navigate to the page you want to take action on.

Hover your mouse pointer over the card that represents your required resource; the quick actions will be shown:

Navigate to the page you want to edit.

Open your page for editing using the Edit (pencil) icon; for example:

This can be accessed from either:

• Quick Actions (Card View/Desktop Only) for the approprate resource.
• The toolbar when your page has been selected.

When the editor opens you can:

• Add a new compenent to your page by:
  • opening the side panel
  • selecting the components tab (the components browser)
  • dragging the required component onto your page.
  The side panel can be opened (and closed) with:

• Edit the content of an existing component on the page:
  • Open the component toolbar with either tap or click. Use the Edit (pencil) icon to open the dialog.
  • Open the in place editor for the component with either tap-and-hold or a double-slow-click. The available actions will be shown (for some components, this will be a limited selection).
  • To see all actions available enter full-screen mode using:

• Configure the properties of an existing component
  • Open the component toolbar with either tap or click. Use the Configure (spanner) icon to open the dialog.
• Move a component either:
  • Drag the required component to its new location.
  • Open the component toolbar with either tap or click. Use the Cut then Paste icons where required.
• Copy (and Paste) a component:
  • Open the component toolbar with either tap or click. Use the Copy then Paste icons as required.
    

• Delete a component:
  • Open the component toolbar with either tap or click, then use the Delete icon.
    
• Add annotations to the page:
  • Select the Annotate mode (speech bubble icon). Add annotations using the Add annotation (plus) icon. Exit annotation mode using the X at top right.
    

• Preview a page (to see how it will appear in the publish environment)
  • Select Preview from the toolbar.
• Return to edit mode (or select another mode) using the Edit drop down selector.

Navigate to the page you want to move, copy and paste or delete.

Select the copy (and then paste), move or delete icon as required using either:

• Quick Actions (Card View/Desktop Only) for the required resource.
• The toolbar when your page has been selected; this can sometimes be in the drop down accessible by three dots (...).

• Copy:
  
  • You will then need to navigate to the new location and paste.
• Move:
  
  • The wizard will open to collect the information needed to move the page. Follow the on-screen instructions.
    
• Delete:
  
  • You will be asked to confirm the action.
    

Select References using the toolbar icon (either before or after selecting your page):

A list of reference types is shown:

Tap/click on the required type of reference to show more details and (when appropriate) take further actions.

To open the Timeline rail, select Timeline using the toolbar icon (either before or after selecting your page):

Tap/click on the up-arrow at the bottom right of the Timeline column to reveal extra buttons; including Save as Version.

Select Save as Version, then Create.

Select Timeline using the toolbar icon (either before or after selecting your page):

If a version of your page has already been saved, this will be listed in the Timeline.  

Tap/click on the version you want to restore - this will reveal additional action buttons:

• Revert to this Version
  • The version will be restored.
    
• Show Differences
  • The page will be opened with differences (between the two versions) highlighted.