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These procedures are intended as a quick guide (high-level) to the key actions of authoring page content in AEM.
They:
- Are not intended as comprehensive coverage.
- Provide links to the detailed documentation.
For full details about authoring with AEM see:
Before giving the overview of specifics, here is a small collection of general tips and hints that are worth bearing in mind, especially if you are used to the classic UI authoring environment.
- Create
- This button is available in many consoles - the options presented are context sensitive so can vary according to the scenario.
- Re-ordering pages in a folder
- This can be done in List View. The changes will be applied and be visible in other views.
- Changing your UI
- This can be done from various locations. See Selecting your UI.
- This can be done from various locations. See Selecting your UI.
- Navigating Links
- Links are not available for navigation when you are in Edit mode. To navigate with links you need to preview the page using either:
- Workflows and Versions are no longer started/created from the page editor; this is now done from Timeline (accessible from the console).
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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).
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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:
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Navigate up the tree using the breadcrumb in the header, which allows you to return to the selected location:
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Navigate to the location where you want to create the new page.
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This opens the wizard that will guide you through collecting the information needed when creating your new page. Follow the on screen instructions.
You can select a page so that you can take action on it. Selecting a page will automatically update the toolbar so that the actions relevant to that resource are shown.
How to select a page depends on which view you are using in the console:
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- Enter selection mode by selecting the required resource with:
- Mobile device: tap-and-hold
- Desktop: the quick action - tick icon:
Note:
Once in selection mode the Select icon (a tick) will change to the Deselect icon (a cross).
- Enter selection mode by selecting the required resource with:
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Navigate to the page you want to take action on.
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Navigate to the page you want to edit.
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Open your page for editing using the Edit (pencil) icon:
This can be accessed from either:
- Quick Actions (Card View/Desktop Only) for the approprate resource.
- The toolbar when your page has been selected.
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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.
- 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 (wrench) 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.
- Open the component toolbar with either tap or click. Use the Copy then Paste icons as required.
Note:
You can Paste components to either the same page, or a different page. If pasting to a different page that was already open before the cut/copy operation, then that page will need a page refresh.
- Delete a component:
- Open the component toolbar with either tap or click, then use the Delete icon.
- 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.
- 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.
Note:
To navigate using links in the content you must use Preview mode.
- Add a new compenent to your page by:
There are two (main) methods of editing page properties:
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From the Sites console:
- Navigate to the page you want to publish.
- Select the Properties icon from either:
- Quick Actions (Card View/Desktop Only) for the approprate resource.
- The toolbar when your page has been selected.
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When editing your page:
- Open the Page Information menu.
- Select Open Properties to open the dialog for editing the properties.
There are two main methods of publishing your page (and also of unpublishing):
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From the Sites console:
- Navigate to the page you want to publish.
- Select the Quick Publish icon from either:
- Quick Actions (Card View/Desktop Only) for the approprate resource.
- The toolbar when your page has been selected (also gives access to Publish Later).
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When editing your page:
- Open the Page Information menu.
- Select Publish Page.
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Unpublishing a page from the console can only be done via the Manage Publication option, which is only available on the toolbar (not via the quick actions).
The Unpublish Page option is still available via the Page Information menu in the editor.
See Publishing Pages for more information.
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Navigate to the page you want to move, copy and paste, or delete.
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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.
- 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.
- 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.
- You will be asked to confirm the action.
Note:
Delete is not available as a Quick Action.
Locking a page prevents other authors from working on it while you are. The Lock (and Unlock) icon/button can be found:
- The toolbar when your page has been selected.
- The Page Information drop down menu when editing a page.
- The page toolbar when editing a page (when the page is locked)
For example, the lock icon looks like this:
Quick access to references to/from a page are available in the References Rail.
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To open the Timeline rail, select Timeline using the toolbar icon (either before or after selecting your page):
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Select Timeline using the toolbar icon (either before or after selecting your page):
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