The Top Toolbar

After navigating to a document, you will be provided with a toolbar at the top right of the screen:

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  • Edit – edit content on the current document
  • Publish – publish the current document; this option will disapear when you are viewing anything that is not a document, indicating that it is not publishable on its own
  • Comments – make comments in a threaded discussion space when collaborating on a document; this is different from the section for commenting on changes before submitting a new draft or publishing
  • Details – provides information about who created and modified content
  • More – provides a submenu including:
    • Move/Rename – moves/renames files; see first Moving Documents and Renaming Documents
    • Copy – copies the selected file, opens a new window to select the location of the copied file
    • Delete – sends file to the Cascade recycle bin to be deleted permanently after 10 days; see first Deleting Documents
    • Unpublish – this removes the document from the Test or Live server
    • Relationships – shows where a static block is reused and allows you to publish to those areas. This does not have to do with the content blocks that show up in Feed boxes.
    • Versions – lists when the selected document was last modified and the person who modified it. Cascade saves the last 20 versions of the saved document. Using this tab, users can revert to a previous version of the document.
    • Reference – creates an "alias" (for Mac users), or "shortcut" (for Windows users) to the document similar to a "link"; we recommend using "HTML Links" for consistency.
    • Show Regions – shows all content blocks used in a document to allow access for editing
    • Live – see the live version of the current document on the web server
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Edit Tabs

These tabs are seen once you click the "Edit" icon in the top toolbar.

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  • Content tab – edit or add content or features to pages using the "EZ" page method
  • Metadata tab – controls how webpage is found in search engines
  • Configure tab – wire up content blocks to Regions on the page
  • Fullscreen – adjust the pop-up to fullscreen view

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