quick tips sheets

Quick Tips Sheets

Web Center Certification TrainingDigital Insight University

© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.

Web Center Certification Training: Resources pg 2

Home – return to the Admin Platform home screen

Web Center Summary – displays a summary of edited files

Content Edit –content is loaded for editing in the Work Area

Images & Documents – add and delete images and documents

Rates & Data – edit a rate or other data (XML) file

Sitemap Manager – add, edit and delete pages

Manage Changes – move edits from the Work Area to Staging

View Staging Site – final review prior to deploying edits

Deploy to Production – publish all changes to the Live Site

View Live Site – view site in the live (public) environment

Downloads – access to downloadable archives of recent edits

Reports – consumer website statistics and tracking

Web Center Navigation



ID Requirements:• IDs cannot contain spaces or special characters.• The ID value does not display on your live site.• Best practice is to assign an abbreviated ID to represent the

product name (ie. Small Business Checking = smallbiz_chk).

Rates and Data – Add a Row

Step 1: Go to Work Area → Rates & Data.

Step 2: Select a file from the dropdown box.

Step 3: Click under the Add/Delete column.

Step 4: Input values into the fields (adhering to criteria below).

Step 5: Click Add Row.



Step 1: Go to Work Area → Content Edit

Step 2: Click the Edit Content link.

Step 3: Click to place the cursor where you want to add item.

Step 4: Click the Insert Structured Data or Custom Content icon (white tag icon).

Structured Data: a single data item (rate, product name, etc)

Custom Content: a full rate or other data table

Insert Structured Data



Step 6: Choose a Structured Data item and click OK.

Note: A yellow “printData” box will serve as a placeholder for your new data item on the page. You must have at least one space between the “printData” box and any other text or placeholders.

Insert Structured Data (cont’d)

Step 5: In the Dynamic Content window, select Insert Structured Data from the dropdown and select the data file to use.



Images Requirements

Accepted file formats for images: gif, jpg, jpeg, png, map, bmp

Special characters or spaces are not allowed in the file name.

File names are case-sensitive.

There is not a limit to the file size of an uploaded image or the total number of images that may be stored in Web Center.

Best Practices

Use an external image editing program to resize and optimize images for the web. Do not resize images using the WCAC.

Send the image and the page where the image is located to staging and live at the same time; otherwise, the image will be broken on the page on the live site.

Use the Management Console upload tool to upload images for Promotion Manager.

Use a consistent naming convention, for example, name all banners from your Mortgage department: mort-imagename.jpg. This makes it easier to locate an image in the WCAC.

Image Requirements / Best Practices



Document Requirements

Accepted file formats for documents: pdf, html, htm, txt, swf, doc, rtf, ppt, xls, wpd, wps, csv, css, js and all multimedia files.

Special characters or spaces are not allowed in the file name. File names are case-sensitive.

There is not a limit to the file size of an uploaded document or the total number of documents that may be stored in Web Center.

Best Practices

When uploading a PDF, make sure it’s web-quality (72 dpi) instead of a print-quality version (100+ dpi).

Disable macros in Word and Excel documents to limit the potential concern over Microsoft Office security warnings.

Send the document and the page where the document is linked to staging and live at the same time; otherwise, the link to the document will be broken on the page on the live site.

Use code view in the Editor to embed any multimedia documents.

Use a consistent naming convention, for example, name all documents for applications: app-docname.jpg. This makes it easier to locate a document in the WCAC.

Document Requirements / Best Practices



Notes

• Replacement images must be the exact same height and width as the original image.

• Replaced files will appear in all locations on the site where the old image or document was located or linked to.

• The old image or document is permanently deleted.

Use the replace option to swap out an old graphic or document with an updated version. For example, you may wish to replace a season graphic on the home page or update the current newsletter without changing the links on the site.

Replace an Image or Document



Image Info Tab

Alignment Function

Left Aligns the picture on the left margin, allowing subsequent text to wrap around it

Right Aligns the picture on the right margin, allowing subsequent text to wrap around it

Text Top, Top Aligns the top of the picture with the top of the text

Middle Aligns the vertical center of the picture with the baseline of the text

AbsMiddle Aligns the vertical center of the picture with the vertical center of the text

Bottom, Baseline Aligns the bottom of the picture with the baseline of the text (default alignment)

AbsBottom Aligns the bottom of the picture with the bottom of the text

Alternative Text: This title will appear when hovering over an image. It also assists browsing for users with visual disabilities.

Width/Height: Changes in the WCAC are not recommended. Use an external image editor (such as Adobe Photoshop) instead.

Border Thickness: Border size around the image (in pixels).

HSpace and VSpace: The white space between the image and surrounding text or other items.



Link: Creates a hyperlink from the image to a new location. For additional functionality, use the link tool covered in the next section.

Upload: Quick access to upload a single image to the WCAC.

Advanced: Allows for advanced editing (such as setting style properties) to the image.

Other Image Tabs



Insert an Internal or External URL

Internal URL: Creates a link to another page in Web Center.

External URL: Creates a link to a page outside of Web Center. The protocol (http://, https://) may be set as needed. A 3rd Party Site Warning may be selected if a link disclaimer is required.

Tip: It is recommended to change the link target under the Target tab to New Window for all external links.

Note: The Advanced tab allows for additional link customization and should only be used by advanced users.



Insert a Document or E-Mail Link

Link to a Document: Creates a link to a document stored in Web Center or to an external document (URL required) Click Browse Server to locate an existing document and click Add Document.

Tip: It is recommended to change the link target under the Target tab to New Window for all document links.

E-Mail: Creates a link that will open the user’s default e-mail browser to send an e-mail. The e-mail address, subject and body defaults may be pre-filled for the user.



Step 1: To create an anchor, choose the page you wish to work with and click the Edit Content link.

Step 2: Place the cursor on the desired location (the cursor should be next to the text – not highlighting it).

Step 3: Click the Insert/Edit Anchor button in the Editor.

Step 4: Assign an Anchor Name and click OK.

Step 5: A yellow anchor icon will display at the location of the anchor on the page.

Insert an Anchor



Step 6: Select the text you wish to convert to a link, highlight and click the Add a Link button.

Step 7: Select Link to anchor in the text from the Link Type menu.

Step 8: Select the anchor under By Anchor Name. All anchors that are available on the current page will display in the dropdown.

Step 9: Click OK and Save Edits and Close to test the link.

Link to an Anchor



Link to an Anchor / Edit or Remove a Link

To remove a link, highlight the link and click Remove Link.

To edit a link, highlight the link and click Add a Link.

To link to an anchor on a different page, first create the anchor on the desired page. Next, create an Internal URL link on the second page and enter the anchor name under Internal Anchor.



Step 1: Select the box for each change to be moved or check the Select All box to select all files.

Step 2: Insert comments as appropriate. A comment is associated with a particular version of a file. Enter a main comment next to the Select All option to pre-fill all comment fields that are selected.

Step 3: Click Update Staging.

Note: Be sure to confirm that another user’s edits are complete before selecting their files to move to Staging.

Submit Changes to Staging



Go Live

Step 1: Click Deploy to Production.

The Go Live screen presents all new edits that were moved to Staging since the last deployment to the Live site.

Step 2: Click the Deploy Now button.

Step 3: Enter comment in the Deployment Description field. This description is available when working with versions and editions.

Step 4: Click Deploy Changes.

Deploy Changes: publish all changes in Staging to the Live site.

Cancel Deployment: terminate deployment. Staging remains unchanged.

quick tips sheets

Documents

data file

structured data item

insert structured data

data table

documentsrates data

structured data contdstep

new data item

work area rates data