WYSIWYG Editor

When you’re editing an existing page, or creating an entirely new page from scratch, you’re going to need to insert content. Your Site Manager comes equipped with a WYSIWYG editor (or “Wizzy-Wig” which stands for “What You See Is What You Get”) to allow you to create HTML web pages without having to know the HTML language.

Login to your Site Manager and Roll your mouse over any section of your page and when it hightlights, click it to bring up to WYSIWYG editor. For more information on how to bring up and use the WYSIWYG editor, click here

Many of the formatting options such as font, alignment, bullets, color, bold, italics, and underline are just like Microsoft Word. However, there are some unfamiliar commands in the WYSIWYG editor that we will tell you about

Full Window

This tool is used expand out the editable area to the full size of the window. Normally, if you resize or maximize the editing window, the actual editable area remains the same size. Use this tool if you want to see a larger area to work on.

A comparison of Regular to Full Window.

Print

You can use this button to easily print out the content of that editing field.

Find and Replace

This tool is used to easily find and replace words or phrases in your page content. Rather than sifting through your whole page trying find the specific phrase you want to change, just type it into the Find/Replace tool and let the WYSIWYG editor find it for you. If you want to replace the phrase with a different one, simply enter the new phrase into the space under Replace With:

Spelling

You can use the Spelling Tool to run a spell check on the page content. You can choose to simply ignore the misspelled word, replace it with another correctly-spelled word, or add the current word to the system dictionary.

Clean Up Code

The Clean Up Code ability is an advanced tool that you can use to remove or alter unnecessary pieces of code in the Source area.

Cut, Copy & Paste

The cut, copy, and paste options serve the same functions they do in most document programs; Cut allows you to remove a highlighted passage and add it to the clipboard, Copy will add the highlighted passage to the clipboard while leaving the original intact, and Paste will insert whatever passage is on the clipboard to the text field.

Paste From External Source

The Paste From External Source tool allows you to add content to your page from an existing Microsoft Word document or other program without the potential danger of HTML formatting errors.

First, go to your document and hit Ctrl-A to select your text and then Ctrl-C to copy it. Now go back to the WYSIWYG editor and click the Paste From Eternal Source icon. When the window pops up, paste your text copied from a Microsoft Word document by hitting Ctrl-V and then click Insert. The text should now appear in the WYSIWYG window. For more information, click here.

Undo

If you make a mistake, dont worry! This tool will undo the last modification that you made.

Redo

If you decided that you shouldn’t have hit the Undo button and you want to go back to how you had it, click the Redo button.

Table

Tables in HTML are much like the tables you would use in a word processor.

On the dialog box that pops open you are given options as to how wide you would like the table to be in relation to the area it is being placed in, how many rows and how many columns you would like it to contain, the Cell Padding and Cell Spacing properties (defines how much space is in between each cell, and how much buffer space is in between the inserted text and the table walls), the border width (enter 0 if you want the table to have no border), and even the background color of the table cells.

When you’ve placed the table, you can edit it further by right-clicking on the table, a table cell, or highlighted content within the table. A dialog box will open, giving you options to insert a row or column, delete a row or column, insert a link, image or email link, and to bring up (and edit) the overall cell properties. These options can also be found on the toolbar at the top of the WYSIWYG editor.

Tables can be very handy if you’re wanting more than one column in a web page (for example, if you have more than one office location and want both locations listed in the footer of your website), but are a little more complex than ordinary one-column pages, so take your time when working with them.

Insert/Edit Image

This tool allows you to insert and edit images in your webpage. When you click the icon, a dialogue box will open. You can either choose from your personal pictures by clicking Browse, or use pictures from the galleries that we provide. Once you have a picture selected, click OK.

In order to change the size of the picture, click a corner and drag it to fit your desired size. To adjust how text flows around the picture, move the picture to the right place on the page, right click the image and choose Image Properties. From this window you can make changes pertaining to how the image looks on the page and in relation to the text.

For more information on adding pictures, watch our Site Manager Tutorial.

For tips on working with graphics and images, click here.

Insert/Edit Media Object

This tool allows you to insert and edit videos in your webpage. When you click the icon, a dialogue box will open. You can choose from several different video options, including Flash, Youtube, Quicktime, and Windows Media. Once you have a video type selected, you can set the properties, enter the video URL, and click OK.

Insert/Edit Horizontal Line

This tool allows you to insert a horizontal line in your webpage. This helps visually seperate sections of your page. You can change the color, alignment, width and thickness of the line

Insert/Edit a Hyperlink

“Hyperlinks” are those clickable hot links on webpages used to direct the viewer to a web address, or “URL” (Uniform Resource Locator). When you want to create a link on a webpage to either a file, email address or another webpage, you would use this button.

Highlight the text that you want to make into a hyperlink and then click the hyperlink button. A dialogue box will open asking you where you want the hyperlink to go.

You have five options on the left to choose from: Page on this Site allows to you to choose a page on your website from a master list of all your pages. Web Location gives you the option to put in a URL address for any website outside of your own. Place in this Document allows you to skip to a specific place on the page through anchor tags, which will be explained in the next section. E-mail Address lets you choose an email address that will be opened in that user’s primary E-mail program. Finally, Images allows you to choose an object from the Images gallery to create a direct link to, prompting the ability to download.

Insert/Edit a Bookmark

A bookmark acts as an anchor that can be linked to from other places on the page.

Let’s say that you want to have a “Back To Top” link at the bottom of your page. Simply enter a bookmark at the top of the page and then create a link from the bottom of the page. The name that you give the bookmark will be the target that you need to send the link to. When you choose the option of sending the link to A Place In This Document, you’ll be able to choose from all of the bookmarks you’ve created.

Special Characters

This tool allows you to enter symbols and characters into your website that are not on your keyboard.

Styles

Formatting a specific sentence or paragraph can be done using this drop-down menu. The default is paragraph formatting. These formatting options can be useful for quick and uniform formatting of heading texts, address texts, and so forth.

Font

You have a selection of fonts to choose from, such as the set default font, or a specific font like Arial, Times New Roman, Georgia, Courier, and Verdana.

Bold, Italic, Underline

You can use these tools to make your text Bold, Italic, or Underlined.

More Font Options

There are also three other font options you can use in the editor by selecting them from the dropdown: ^superscript, _subscript and ~~strikethrough~~.

Font Color

Use this to choose the color you want text to be. The default is black.

Highlight Text

Use this command if you want to create text displayed as you see it here

You can choose whatever color you would like, and can change font color as well.

Align Left, Center, Right, Justify

All these tools can be used to align the text on the page to the:

left,

center, and

right.

Justified will stretch the sentences to the full length of the page, if possible, by spacing out the letters.

More Paragraph Options

There are two more options in the drop down menu, which allows you to set the paragraph direction Left to Right or Right to Left.

Numbered List

Numbered lists are useful when you

Wish to list items in order of importance
Wish to list steps in order of action
Don’t wish to use a bulleted list

Bulleted List

Bulleted lists are useful for occasions in which you

Want to create a list of services
Want to display a list of examples
Don’t require a numbered list

Increase Indent

Use this button if you wish to indent a paragraph, such as what is shown here. Click on it once to move the paragraph indent to the right this much

Click again to increase the paragraph even further over. These functions can be used for a multitude of purposes.

Decrease Indent

Use this feature to remove the indents added as per the above paragraph.

Adding Images

In this tutorial, you will be instructed on how to insert an image on a page. After you have navigated to the page you want to edit, move your mouse over the area that you want to edit so it becomes highlighted in gray. Once you click the gray area, the WYSIWYG (What You See Is What You Get) editor will appear in a new window.

After the editor opens, you can then begin to insert a picture by clicking on the “Insert/Edit Image” button.

Once the button is clicked, another window will open where you can select an image or upload an image from your computer. If your image already exists on the server or you want to use some of our pictures already on the server, then you can just select them in the file/directory selection area. However, if you need to insert an image that is on your computer, first click upload.

Another window will then open where you can browse for a file on your computer. After you’ve located your file, be sure to hit upload so the picture/image uploads onto the server.

Now that you have your image uploaded, be sure your uploaded image is checked and then click Insert.

Your image should now be placed inside the WYSIWYG editor. From here, you can move your image virtually anywhere in the editing window by left-clicking the image and dragging the image to the location where you want it placed. To make your image larger or smaller, single left-click the image so a series of small boxes develop around the perimeter of the image. You can then left-click and drag a box to resize the image. To adjust how the text flows around the picture, right click the image and choose Image Properties.

From this window, you can make changes pertaining to how the image looks on the page in relation to the text. Once positioning adjustments have been made, click Apply and you’ll be brought back to the WYSIWYG editor. Be sure to click Save or your work will not be saved!

Additional Resources:

Adding and Deleting Pages

Adding Text

Using Keywords on Your CPA Website

Tackle Personalizing Pages First

Editing The Page Header

To edit the page headers on your website you have two options. You can change the existing image to one of our other stock images, or you can upload your own. This section will show you how to use our stock images. Please see the Creating a Custom Header page.

To get started, you’ll want to log into your site manager. For instructions on how to do this, click here.

Once you’re logged in, click on the page that you want to change the header of by navigating through the links on the site.

Scroll over the header area so that the gray or beige box appears denoting that it’s an editable region.

Click within that gray or beige editable region to bring up the editor window:

From here you can change the Navigation Title so that it says something different (such as Personal Financial Planning Services”). You can also click on the “Change Image…” button to bring up our image gallery so that you can choose a different image.

Click on the folder you’d like t browse through. When you find an image you like, you can click on it to select it. If you don’t like the images in the folder you chose, you can click the “Back to folder listings…” link above the list of images.

After you’ve selected the image you’ll see a preview of it in the editor. You also have the option of changing the Header Style. The different options are listed below with visuals: