How To Edit Your Site

Table of Contents

  • Pages
    • Content Editor (WYSIWYG)
      • Font Styles Selection
      • Block Quotes
      • Links and Buttons
      • Inline Images
    • SEO Settings
    • Page Attributes Pages
    • Hide pages from sitemap and google
  • Sidebar Widgets
  • Page Blocks
    • Layout Instructions
  • Custom Post Types
    • News & Blog (posts)
    • White Papers
    • Case Studies
    • Publications
    • Team Bios
  • Media Library
  • Options
  • Menus
  • Multilingual

Pages

  1. From the Dashboard left-side menu, click ‘Pages’ (This will allow you to view all Pages that are currently built.)
  2. If you want to build a new page, select ‘Add New’
  3. On new pages ‘Enter title here’. Upon saving the draft or publishing the page a URL will be auto-generated based upon what is entered into the “Enter Title” field. To change, click the Edit button that appears under field.
  4. If applicable, set the parent page under Page Attributes (in the right column.) This will set the url structure but NOT the visual display of subpages in the site navigation. You will need to add these in Menus (see below.)
  5. Under ‘Additional Page Content‘ you have several additional fields some of which are optional, but others are strongly recommended or required.
    1. Title: Enter a Title if you want to override the page name with a different h1.
    2. Header Image: This is highly recommended on most pages though is not absolutely required. Note that this is located below the page WYSIWYG in the section titled “Additional Content”
  6. Enter content into wysiwyg editor (instructions below). This content will appear at the top of the page above any joined page blocks. You will want to include content here especially if you have a left nav and/or sidebar widget on this page. Most of your pages will use the page blocks to layout content.
  7. Within the (optional) Page Anchors section, you are able to create an anchor group. This includes header, column underneath and the actual content block (maximum 3 columns across).

    1. Enter the header information that will appear above the relative column of text.
    2. Enter the appropriate text information within the column WYSIWYG (usually bulleted).
    3. After entering header and column text, choose a background color along with if you will be adding the wave accent feature on this page block or not.
  8. Enter SEO information in the Yoast SEO settings. (You will want to add specific Meta Title/Meta Description info for each page/post.)
    1. Use the social sharing tab in Yoast to set specific content for Facebook and Twitter.
  9. Select any page blocks to join to the page by clicking name in the left window of Page Blocks box. Anything on the right will appear on the front end. (See Page Blocks section for details on how to build Page Blocks.)
    1. Click and drag to reorder. Click (-) to remove from page.
    2. Note: Page blocks need to be created before they can be joined to the page
  10. On pages, to enter a header image
  11. Publish or Save as Draft (or Update to save edits) the page to save it.
    1. Remember, published page blocks will not be visible on a page until it has be joined to that page.

Content Editor (WYSIWYG)

  1. Type content directly into the wysiwyg editor or copy/paste from word processor with ease.
    1. When copying/pasting, ALWAYS use the ‘clear formatting’ button (small eraser icon) after pasting, and/or ‘paste as plain text’ (T on clipboard icon) before pasting.
  2. Use special characters button (Ω) to replace any special characters from pasted content. If not, the coding may be different.

Font Styles

  1. Different header styles are preloaded in the (Paragraph) drop-down menu and are labeled (Header 1, Header 2, etc.) Please see the Content Styles Page for reference to your site’s font styles. You will never have to select h1 as the page name or title override will automatically create the h1 for this page.
    1. Highlight the text and then select the desired font style
  2. Add ‘Intro‘ text styling by highlighting text and going to the dropdown menu Formats > Intro next to the header styling options.

Intro Style Example

Block Quotes (in Content Editor)

  1. Highlight text to be put into block quotes. (This will most likely be used in Blog/News.)
  2. Select block quote button (“) next to the Italics.

Links and Buttons

  1. Highlight the word/s which you want to create as a link and clicking on the insert/edit link icon (chain icon).
  2. Enter the destination URL directly into the field or performing search by beginning to type in the internal page or post you want to link to.
    1. For internal links, you can also insert the page url after your domain name. IE: www.website.com/about would be: ( /about). Click the blue arrow ‘Apply’ button.
    2. For external links, insert the entire url (https://www.website.com). To open external links (or a pdf or image) in a new tab click on the ‘gear’ icon to get more link options. In the popup window click “Open in a New Tab”. Click the blue arrow ‘Apply’ button.
    3. For telephone “click to call” functionality add “tel:” followed by the phone number (tel:8885551234).
    4. For email links add “mailto:” followed by the email address (mailto:name@email.com)
    5. To break a link, click on the link and then click the ‘Remove Link’ button (broken chain icon).
  3. To make a link into a button, highlight the link and in the Formats dropdown menu select ‘Button‘.

Example Button

Example Text Button

Inline Images

  1. To add an inline image (most likely used within Blog Posts), place your cursor on the area where the image should appear, and click ‘Add Media‘ button above wysiwyg.
  2. Select image or search using field in top right corner, select it, then click blue ‘Insert Into Page‘ button.
    1. You can also Upload a new file from your computer. Note: Images should be edited and cropped to the correct pixel dimensions before uploading. Jpgs and Pngs should be 72dpi. To keep page load times low we generally recommend that images be less than 250mb.
  3. Once the image is in place, click on image to reveal edit toolbar. Choose an alignment and click on the ‘edit’ pencil icon to control other setting such as link options.

SEO Settings

  1. Yoast SEO tab will automatically pull the page name and beginning content on the page as your Meta Title and Descriptions. Overriding these will allow you to control what text (and keywords) search engines will see here. Your custom page title should end with the site name. You will need to add this manually, it will not automatically appear when you customize the Meta Title.
    1. Enter Title tags (max. 70 characters including your site name)
    2. Enter Meta Description (min. 140 characters recommended)
  2. Social tab – These fields can be used to custom set the information that will display on social media when the page, post, etc is shared on social media. Mostly used for any pages, post, resources that will be shared on social media.
    1. Enter Title
    2. Enter Description
    3. Upload Image

Page Attributes

Underneath the publishing tools at the top right is Page Attributes. This is where you can assign a page to a parent page.

  1. If you assign a page to a parent page it will change the url structure of the page.
    1. If ‘child page’ is assigned to ‘parent page’, its url will change to “parent-page/child-page”
  2. You can set the order of pages in the visual navigation in Appearance > Menus. (directions below)

Hiding Pages From Sitemap and Google Search

In the Yoast Advance setting tab (gear icon) select the settings No (Index) and No (Follow) will hide pages from the sitemap and google search.

Sidebar Widgets

This is a ‘four-step’ process. 1. Creating the sidebar widget content. 2. Creating the space on the page for the widget. 3. Joining the widget to that page. 4. Replace the default sidebar with the newly created.

  1. Create the sidebar widget – In the dashboard menu go to OMS Widgets > Add New. (you can view all existing widgets here)
    1. Name and add the new content for that specific sidebar. You have options for open content, image, video, map. Choose the content type and enter the content.
  2. Create the space on the specific page for the widget – In Appearance > Widget use the red button “+ Create a new sidebar”
  3. Label a new widget/sidebar area with the name of the page this sidebar will live. This will create a sidebar widget area on the desired pages, like the content styles page. NOTE: if the page already has a Widget Area created, you can skip this step.)
  4. Join the content widget to the space – Once the area is created go to Appearance > Widgets, select the widget area you created from the list on the right (newly created areas will appear at the top).
    1. Click and drag the OMS Persistent Widget tab from the options on the left into the desired “area” on the right.
    2. Click the drop down on the OMS Persistent Widgets and choose the entry you completed in OMS Widgets.
  5. To add to a page – Click on the “Quick Edit” link when you hover over a page title.
  6. On the bottom right, you will see the default sidebar drop down and pick select the sidebar there (shown above). To add to multiple pages – Select the pages using the checkboxes and then under bulk actions, click “Edit” and click apply. This will essentially open up the quick edit for all of them and you can select the sidebar from there.
  7. To remove a sidebar widget from any page – set the sidebar widget on the page to default. This will remove any sidebar that was present on that page.

NOTE: If you are adding more than one sidebar element you only need to create one sidebar widget area.You can then drag additional OMS Persistent widgets into the sidebar area multiple times until all of your items have been added. Continue to select the different widget sections from the drop down menu. If you want to reorder them, just drag and drop!

Page Blocks

Page Blocks are created separately from pages, and then joined to the desired page(s). They do not appear on your site unless they are assigned to a page. You can either assign pages from the page block backend, or, from the page backend you can join created page blocks.

All Page Blocks

  • To view/edit existing page blocks, in the dashboard left menu, click Page Blocks/All Page Blocks. This will allow you to view all Page Blocks that are currently built.
    • From a page, you can also click on the “Edit” red button that appears in the upper right corner of each page block (you must be logged into WordPress) to edit that specific block.
  • Existing page blocks can be “Cloned” or “Copied to a New Draft” but you MUST rename and change the joined pages or duplicates will appear on those pages.
  • Page blocks may be used on multiple pages exactly as they are created (you may consider naming these starting with “Global”). Keep in mind that any edits made to this page block will be reflected across all occurrences of this block.

Add New

  1. To create new page blocks, in the dashboard left menu, click Page Blocks > Add New. You can also click “Add New” from the top of the All Page Blocks view.
  2. “Enter Title Here”
    1. Note: unlike page titles, this title is not associated with SEO in anyway.
    2. You will want to name it intuitively, such as starting with the name of the page this block will be joined to, followed by the block layout, and perhaps the beginning content of the block. This will make it easier to find to edit later. Example: “About – 5050 Our History”
  3. Select your desired Layout: Bio Block, Columns, CTA, Testimonial, Content Grid, Counter/Stats Block, Image and Text Block, Practice Areas Block, Related Posts Block, Timeline, Ventures, or Video.
  4. Follow more detailed instructions on Page Blocks Layout Instructions page for each specific layout option.
  5. Join this page block to specific page(s) here. Note: This page block will appear at the bottom of that page. If needed, you will have to go to back of the page to rearrange the order of the blocks.
  6. Save as Draft, Publish (or Update to save an edit) the page block to save it. Remember, even published page blocks will not be visible on a page until it has be Joined to that page.

Page Block Layout Options

Custom Post Types:

News & Blog (posts)

The blog landing page is a basic page that is set to display the blog posts automatically. This page layout does not allow for page content, just blog posts. These posts are housed on the WordPress left navigation pane titles “Posts.”

To create a new new and/or blog post:

  • Enter the title of the post in the “Enter Title Here” field at the top of the page.
  • Enter the content of the blog post in the WYSIWYG under the title field.
    Add a feature image that is 750px × 500px which displays above the body of the blog text. This can be found on the sidebar to the right of the blog WYSIWYG.
  • On the right hand side of the screen, select the post type category in which this post belong to (news, white papers, blog)
  • Further down the page, add an excerpt for a snippet of what this post will entail
  • Add an (optional) header image, title to replace the H1 on the page, and sub-title
  • Publish or Update post.

White Papers

White Papers are housed within posts, just as news and blog posts are as well. Follow the directions above to create and select “White Papers” as the category for the post.

Case Studies

When creating case studies:

  1. Click the “Add Case Study” link on the WordPress dashboard nested under Case Studies
  2. Use the WYSIWYG to enter in information related to the case study
  3. The “Additional Fields” section will then allow you to create a stats sidebar on the case study detail page.
  4. Add the title of the stats block in the title field. Enter the stat number and description text which will accompany it. NOTE: Numbers that are in the thousands will be too long for the space provided for this custom section. Instead of saying $125,000 use $125k.
  5. You also have the (optional) open content box which is available for you to use when adding in information related to stats as a whole. compared to the individual stated previously input.
  6. Create page blocks with further information about the case study within them. Add the correct page blocks that will go into the case study by joining the page blocks to the page.
  7. If there are related blog posts or publications that relate to the case study, add them to the case study’s page by choosing one that is available and clicking on it. NOTE: Adding related posts to a case study is a two- way relationship. Meaning – if you’re on Post A and join Post B, if you look at Post B, Post A will be joined. If you DO NOT want the related posts to be two way, you must use the related posts Page Block.

Publications

  1. Click the “Add Case Study” link on the WordPress dashboard nested under publication
  2. Use the WYSIWYG to enter in information related to the publication
  3. The “Additional Fields” section will allow you to add more information about the case study:
    1. Publication date
    2. Authors (optional)
    3. Link Type (Offsite or PDF?)
    4. Upload File
    5. PubMed Link
    6. DOI Text
    7. DOI Link
  4. Add the appropriate tags to the publication and select the correct categories for the publication
  5. Add an (optional) featured image to represent this post by using 750px x 500px

Team Bios

  1. Click the “Team Bios” section in the dashboard on the left hand side of the back end of your site
  2. Select “Add New” at the top of the Team Bios landing page
  3. Enter the name of the person who’s bio you are entering.
  4. Input their position and social media handles (if applicable)
  5. Enter the (optional) sidebar information. This is the optional content that appears in the box below the bio image on the detail page
  6. In the WYSIWYG immediately following, enter all content about this person here
  7. In the additional page content, upload a header for this page
  8. (Optional) Change the H1 (title) of the page and add a sub-title to the page
  9. On the right hand side, set the feature image of page (headshot of bio)
  10. Apply a team category to this bio detail page
  11. Publish/Update the bio

Media Library

Image must be cropped and compressed before adding to the media library. It is recommended that images be no larger than 250kb (though sometimes this is unavoidable). You will want to crop the image to the appropriate dimension prior to compressing. This site, tinypng.com can be helpful in compressing file sizes for sized images.

  1. To view the Media Library click Media in the dashboard menu. (You can also go directly to the ‘Add New’ screen from here.)
  2. To ‘Add New’ images/files, click the Add New button at the top of the page. Then drag and drop files into window or click Select Files button.
    1. You can add files directly to a specific folder, or drag/drop them later.
  3. Inside the Media ‘Grid’, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image title, meta data, link options; however, we recommend that you use photo editing software like Photoshop before uploading images to Media Library.
    1. This is where you can find the unique URL for image and PDF, which can be used to link to ‘Download’ a PDF.
  4. Media library can be filtered by type or date and is searchable by title.

Options

  • Schema defaults
  • Edit the Contact Us CTA text.
  • Footer Logos and address, links.
  • Edit Social Media links in footer

Menus

Use menus to organize how you want the various menus to display.

  1. To add pages to your menus and to structure sub pages, navigate to Appearance > Menus in the left dashboard menu.
  2. At the top of the page, select the menu you want to edit from the dropdown, or select create a new menu.
    Adding Pages:

    1. Find the page you wish to add to your menu from the selection area on the left. Select all applicable pages and add to menu.
    2. Once in the menu, drag and drop the pages to reorder or set as sub pages.
      1. To set as a subpage, drag the page so it appears indented underneath the primary page.
    3. The menu label defaults to the name of the page but this can be overwritten. Click the arrow that appears all the way to the right of the page label and enter your title in the ‘navigation label’ field. You can delete menu items in this section as well.
    4. ‘Save Menu’ with the red button to the right.

Adding ‘Custom Links‘ such as a phone number or external site page.

  1. To add a custom link to your menu, select ‘custom link’ from the left options area and ‘Add to Menu’.
  2. Add the URL and Navigation Label you want to display.
  3. ‘Save Menu’ with the red button to the right.

Multilingual

Use this process to translate Pages, Page Blocks and Research pages. NOTE: The pictures and instructions below use the French language as an example. Use the information below when translating all languages:

  • Translated pages can be created in two locations, either from the All Pages listing, or from the individual page edit side, by clicking on the blue + sign. (In the right column on the individual pages.)

  • Once you click the + sign a new, blank page will open up. This page exists on the French side of the site as indicated by the French flag in the bar menu at the top of the page
  • In the upper right corner of the page, in the Language box you will see the name of the English page being translated (greyed out), and then two buttons “Copy content from English” and “Overwrite with English Content”. Select the second option. This will create a duplication of the English content on this page, which can then be replaced with the French Translation.

  • The page name, page content, header image/ content, and Page Blocks will all come over. Don’t forget to translate the “Additional Page Content” (title override and header content).
  • The joined page blocks are the English version. You will need to do this same process for each page block, also from the All Page Blocks listing or the edit page for the individual block. Once the French versions of the page block are created you can un-join the English versions and join with the French.
  • You will also need to add the newly translated pages to the French Menu. This is the same process as the English version noted above just enter Appearance > Menus from the French side of the site.

NOTE: On the All pages list a pencil icon will appear on pages that have a translated version on the French side of the site. The pencil will change to a circular arrow when additional edits have been made to the english side. You will need to edit and update the French page for the arrow to return to a pencil. DO NOT retranslate the page or you will revert back to the full English copy.