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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.



Add categories

Categories (previously zones) are used to organize website content by topic. For example, your website might have a 'Politics' category for all content relating to politics.

You cannot save the document until you add at least one category. Follow these steps:

  1. Click General in the left panel.
  2. Add one or more categories via the Categories drop-down menu.

For more information, refer to the following article:




Manage the status

You can adjust the status for the document page using the drop-down menu at the top of the screen.

The following statuses are available:

  • Draft (Selected by default): The document page is in draft and is not available on the public website.
  • Published: The document page is published and is available on the public website. Alternatively, you can schedule publication.
  • Edited: The document page has been edited and is not available on the public website.

Your chosen status is not applied until you click Save or Save & close.




Schedule publication

You can schedule publication of the document for a specified time in the future. At the time that you specify, the document page will be assigned the Published status and will be available on the public website.

Follow these steps:

  1. Use the drop-down menu at the top of the screen to select the Published status.
  2. Click General in the left panel.
  3. Enter the time and date when you want to publish the document page in the Publication date & time box.
  4. Click Save or Save & close to confirm and apply your preferences.

The document page is assigned the Scheduled status and will be published at the specified time.




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 different settings options are visible under Settings in the left panel.

The following options are available:



Document

Manage settings that relate to the document file.



General

The following options are available:

  • Status: Adjust the document status.
  • Publication date & time: Adjust the publication date and time that is displayed at the top of the document page. Optionally schedule publication.
  • Last update: Optionally specify when the document was last updated.
  • Title: 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: Assign the document to one or more categories.
  • Main image: Optionally add an image that appears on the document page.
  • Main image caption: Optionally 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

Configure how the document is previewed via widgets on the public website. Configuring these settings is optional unless the document title is longer than 140 characters. In this case, the 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 Title, Main image, and Introduction 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 listed as 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 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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