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Plone Instructions

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LOGIN TO SITE:

  1. Click "Log in" located on the Right side under the menu bar
  2. Enter Login and Password

ADDING CONTENT (PAGE, FILE, FOLDER, ETC.):

  1. Click on "Add new..."
  2. Add Content
  3. Select the Content you wish to add
    1. "Page" will create a new page
    2. "Folder" will create a subfolder
    3. "File" will create a link to a file (document)
    4. "Link" will create a link only
  4. Fill in the blanks (Title, Description, Body Text, etc.)
    1. Things with a red square are required items
  5. Press the "Save" button at the bottom to save/create the content item
  6.  

    EDITING CONTENT:

    1. To edit select "Actions" -->  "Check out"
    2. Check Out

    3. Make edits to the content
    4. To place back on the site click "Actions" --> "Check in" or "Cancel check-out")
    5.  

      Check-In_or_Cancel

    6. Fill in the "Check-in message" to keep track of changes
    Check-In Message


      FORMATTING CONTENT:

      1. The text editor in Plone has many options to format the text in the "Body Text" section
      2. Kupu Bar
        1. To format content select the content you wish to format and select a formatting button
        2. To add an image Image Buttonor hyperlink Link Buttonsselect the appropriate button and fill in the blanks
        3. Kupu Buttons
        4. Use the drop-down button to select things like "Normal paragraph", "Heading", "Subheading"

         

        SETTING CONTENT STATES:

        1. "State" determine who see's the content and what stage of editing it's at
          1. Different sites have different "Workflows" set up for users

        RTH WORKFLOW

        1. Click the "State: ______ " drop-down button
        2. Default Workflow
        3. Select the state the fits the content
          1. The default state is "private"
          2. Once content is "published" it becomes viewable to anyone

        State Options:

        • Make Private (Private)
        • Promote to Draft (Public Draft)
        • Submit for Publication (Pending Review)
        • Retract/Send Back (Public Draft)
        • Publish (Published)
    Document Actions