How to Edit Your Website

The pages in this section (sub-nav) show you the various ways content can be styled on your site.

When editing or creating new pages, if your page is not looking as it should, go to one of these pages and click edit. Then view the widget to double check the formatting that was applied to them and apply the same formatting to the element you are working on.

  • Content Styles – Shows you basic interior page content styles and formatting.
  • Style Guide – Shows you the fonts, colors, and image sizes used throughout the site.
  • Divi – Shows you the building block of the Divi builder
  • WooCommerce – Shows you the tools necessary to work and update each section of WooCommerce.

Notes for Training

  • How to edit pages:
    • Click All Pages
      • Click Add New button to create a new page
      • Click page name to edit an existing page
    • Click save draft button if you do not want page to go live yet
  • Add a widget or sidebar:
    • Go to Apprearance, click on Widgets
    • In the Widgets area, click Create New, refresh the page
    • It will create a white box with the name of your Sidebar
    • Drag the element(s) that you would like to add from the left options to your Sidebar. (Anything labeled OMS has been styled for your website.) For ex: Choose OMS Image Widget to add an image with a caption to your sidebar.
    • Then Choose OMS Map Widget to add a Map to your sidebar.  In addition, Visual Editor has also been styled for your site for Copy.  You can drag your items to reorder them as well.
    • Fill out the necessary information and click “Save”.
    • Visit the sidebar in the Divi template, open to edit and choose your new sidebar
  • How to edit footer and header links:
    • Click Appearance
    • Click Menus
    • Click drop down for “select a menu to edit”: aka footer or main navigation
    • Edit/add links using modules below
    • Save Menu
  • To create a clickable button within a text area:
    • Highlight the words which you want to create to use for the button
    • Attach a link to the highlighted words using the wysiwyg by clicking on the attach/edit link icon
    • Once a link has been added, highlight the text which you want to create a button for. Click on the “Format” menu in the wysiwyg
    • Select Formats and you will be presented with four button options to select from.
    • Select the desired option and your button will have been created
  • How to edit blog posts:
    • Click Posts
      • Click Add New button to create a new post
      • Click post name to edit an existing post
    • At minimum, a post should have: a name, body copy, category, author, seo meta title, seo meta description
    • Click save draft button if you do not want the post to go live yet.
  • How to assign an Author to a blog post:
    • Option 1: In the blog list view from within WordPress, hover over the blog name and click quick edit, there should be an option for author there, select the name then save.
    • Option 2: On the blog detail page view from within WordPress, select the Author from the drop down and save.
      • Note: if this Author drop down does not exist on the blog detail page in WordPress, at the top of the page is tab for Screen Options. Click that and click the checkbox for author and the Author box should appear below by the copy editor.
  • How to approve/disapprove comments on blog posts:
    • Click Comments
    • Hover over comment
    • Click approve to approve and display comment on site
    • Click disapprove to not display comment on site
  • How to turn off blog commenting on blog post:
    • Click Posts
    • Hover over post name and click Quick Edit
    • Uncheck the Allow Comments box
    • Save
  • How to add sub-navigation to a page:
    • Click the page that should have sub navigation.
    • Click Add Specialty Section
    • Choose a layout that shows a left nav bar in orange. Note: you may need one with a right bar too… depending upon your content.
    • Once this is chosen, click Insert Module in the left module area and choose the Sidebar option.
    • In the next pop up, in css class, enter subnav
    • Add the rest of the copy/images in the other modules as you normally would, and click update to update the page.
    • Once the above steps are done, you will need to repeat for all pages of that section, including the parent page.
    • NOTE: remember to reference the sample pages we created for you… you may want to open them in another window so you can cross reference the setup of your pages.
  • How to add/edit testimonials:
    • Click Testimonials then Add New in left menu
    • Enter Name in Enter the customer’s name here field
    • Enter Testimonial into the WYSIWYG editor. Do not use quotes as they are automatically styled.
    • Add Testimonial Details in panel
    • Byline (Employee, etc.)
    • URL that applies to customer (note: this will make name linkable on the front end and will take user away from Staff Management’s site)
    • Enter SEO data, if using
    • In Testimonial panel, enter Name and select image if available.
    • Choose Author from drop-down menu
    • Publish by clicking Update button
    • Testimonials must be joined to a Page Block in order to be placed on a page
  • How to edit the Media Library

    • Click Media > Library > Add New
    • Drop files into window or click Select Files button
    • To Edit Images or other Media you may view as a list or Media Grid View
    • Inside the Media Grid, media items are displayed in a thumbnail grid for ease of navigation. Click any media item to edit the image directly; however, we recommend that you use photo editing software like Photoshop. In this view, you may also edit the image metadata or media item metadata.
    • Media library can be filtered by type or date and is searchable by title.
  • How to add/update Menus:
    • In order to build your mobile menus, and your secondary menus for specific pages, you will need to update the menu in WordPress.
    • In left menu, click Appearance then Menus.
    • In the Edit Menus tab, choose the menu you would like to edit from the drop-down menu and click Select.
    • Edit Menu Name in field, if desired.
    • Drag and drop each item into the order you prefer and/or click the arrow on the right of the item to reveal additional configuration options.
    • Click red Save Menu button.
  • How to add a PDF to a Page/Post:
    • Place your cursor where you would like to insert your pdf In the text editor area
    • Click the Insert Media Button
    • Upload your pdf file to the Media Library
    • Select the pdf
    • On the pop up window, in the title field, enter the title of your pdf (that a user would use to click on).
    • Click Insert
    • Click Save and Update.
  • How to add/update Forms:
    • To create new Form, select Forms from the left navigation
    • Select Add New Form
    • Clicking on the Template Field on the left will populate the right side of the window the data needed for the form.
    • Once desired form items are added. Click Save
    • Next select the “Email & Actions” tab
    • Click Add New to bring up the appropriate fields and enter desired information. Be sure to scroll to the bottom once populating the content of the email address and select “Submission CSV”. This will allow the email addressee to receive reports in an easy to manage CSV file.
    • The Advanced Settings below the html window allow for additional email parameters to be added. If an auto Reply email, CC or additional email addresses need to be added to the form. Can be done here versus creating new email addresses.