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Editing a document


Document edit - Main
NOTE: This article applies for the Document BETA edit screen. If you experience issues using Document BETA, refer to the Troubleshooting section in this article.

A document page on the public website allows visitors to download and view a particular document.

What's inside this article:




Open the document edit screen

The following options are available:



Upload a new document

To upload a new document, click New > Multimedia > Document BETA in the top menu.

For detailed instructions, refer to the following article:



Edit an existing document

To edit an existing document:

  1. Find the document you want to edit using the Pangea CMS Search tool.
  2. Click the title in the relevant box on the search results page.



Manage the document file

To manage the document file, click Document in the left panel.

The following options are available:

  • (A): Replace: Upload a new file that replaces the original file. The original file is deleted from Pangea CMS.
  • (B): Download: Download the current file.
  • (C): Source of document: Optionally add information about the source of the document. This information is displayed on the public website.



Manage settings

The following additional settings options are available under Settings in the left panel:



General

The following options are available:

  • Status: Adjust the document status.
  • Publication date & time (Required): Adjust the publication date and time that is displayed at the top of the document page. Optionally schedule publication.
  • Last update: Specify when the document was last updated.
  • Title (Required): Adjust the title that is displayed at the top of the document page.
  • Introduction: Enter a brief introductory text. Tick Display introduction to display the introduction on the public website.
  • URL Slug: Enter a text string that is added to the URL and enhances visibility via search engines.
  • Categories (Required): Assign the document to one or more categories.
  • Main image: Add an image that appears on the document page.
  • Main image caption: Add a caption for the Main image that is visible to search engines and screen readers.
  • Main image description: Review the internal description for the main image. This information is not visible on the public website, but may be useful for editing the Main image caption.


Website teaser

Optionally configure how the document is previewed via widgets on the public website. If you do not add Website teaser settings, the Main image and Title from the General settings are used.

NOTE: Configuring Website teaser settings is optional unless the title for the document is longer than 140 characters. In this case, a Website teaser title is required.


Social media

Optionally configure how the document is previewed when it is shared via social media. If you do not configure these settings, the Main image and Title from the General settings are used.



Authors, contributors

Optionally add one or more authors that are displayed at the top of the document page on the public website. You can only add someone who is an author in Pangea CMS.



Tags

Optionally add one or more tags. Adding tags has the following benefits:

  • You can run a search for all content that is assigned to a particular tag using the Pangea CMS Search tool.
  • You can configure a Content widget to automatically display content that is assigned to a particular tag.

Tags also influence the search results displayed for visitors on the public website.



Comments

If your service has comments enabled for documents, you can manually enable or disable the option for visitors to leave comments on the current document page.



Miscellaneous

Copy the URL for the document page, or add internal notes that are visible only via the document Settings screen. Notes are not searchable in Pangea CMS and are not visible on the public website.




Add related content

You can add a Related content widget to the document page. A Related content widget provides links to other content published by your own service that visitors may find interesting. The widget is displayed on the right side of the screen on desktop, or below the main content on mobile devices.

Select Related content in the left panel and click Select content. For detailed instructions, refer to the following article:




Preview the document

If the status of the document is Published, you can click Live site in the top-right corner to open the document page on the public website. Regardless of the status, you can use the options under Preview in the left panel to preview the page on devices with different screen sizes (desktop, tablet, or mobile).




Troubleshooting

If you experience issues using the Document BETA edit screen, it is possible to use the classic edit screen instead. To access the classic edit screen, click Edit (the blue pencil icon) in the relevant box on the Search results page.

To upload a new document using the classic upload tool, click New > Multimedia > Document in the top menu.




Further recommendations

The following articles may be helpful:

Pangea CMS Guide

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