FTP: Adding PDF, Word, Excel Files

As a client whose site is on our new servers*, when you need to add PDF, Excel, or MPG files to your website, you can use the FTP feature. The FTP feature allows you to upload a file to your images folder and then link to that from any page on your website. Here is how to FTP a document up and then how to link to it.

1. First login to the portal area so that you get the following view and click on FTP:

There is a security warning (see image) and, since you are just uploading a public file, you have no need to worry about encryption. If you have a client document with sensitive data you should not use this (See the Vault for more).

Security Warning, Just Press Continue

Once through the warning then you are presented with the following setup (see image below).

Double-click on images folder

It is here, in the images folder, that you are going to be uploading your document. Click on upload…

Click on Upload Button

Now you can browse your computer for the files you want to upload.

Browse Your Computer for Files

That’s it. Your file is now copied to your website. Now, here’s how you link to it.

Let’s assume the file you copied is called “newtaxrates.pdf”. To add the link to your site, open “Site Manager”. Then click on the “Site Map” icon and click the page you want to edit.

Once you’re on the page you want to edit, click on the section of text where you want the link to be. This brings up the WYSIWYG editor.

Now select the words you want to have linked and click on the “Link” icon in the WYSIWYG Editor. Then type in “/images/newtaxrates.pdf” – The link is case sensitive.

Finish your changes, then publish your site and test your new link.

* – If you are unsure whether or not you are on one of our new servers, please call us at (800)896-4500 and we’ll be happy to answer your query.

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.

Note

Print

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

Note

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:


Note

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.

 

Note

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.

Note

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.

Note

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.

Note

Undo

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

Note

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.

Note

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.

Note

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.

Note

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.

Note

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

Note

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.

Note

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.

Note

Special Characters

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

Note

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.

Note

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.

Note

Font Size

Font size, in web terms, is not listed in points, but rather in a scale of one to seven. For example…

1. Size One

2. Size Two

3. Size Three

4. Size Four

5. Size Five

6. Size Six

7. Size Seven

Font sizes will vary a little in appearance depending upon which font you are using, and some fonts will work better than others in various sizes.

Note

Bold, Italic, Underline

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

Note

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.

Note

Font Color

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

Note

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.

Note


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.

Note


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.

Note

Numbered List

Numbered lists are useful when you

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

Note

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

Note

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.

Note

Decrease Indent

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

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Newsletter FAQ


Links In My Newsletter Are Not Working

Problem: When I and others click on the links in my newsletter the “Page Cannot be Found”

This problem is most likely caused by someone changing the name of some of the necessary webpages in your site. For example, if the link in your newsletter points to “taxcenter.html” and you’ve changed the filename of that page to “taxes_are_terribly_cool.html” then it’s fair to say that your newsletter links are going to be dead links.

Certain stock pages are going to be listed uniformly in your newsletter. The file names for the Newsletter page cannot be changed. The file names for the Tax Center, Free Reports, Financial Calculators and the Contact Us pages also affect you newsletter so they should be left alone. As long as you leave these file names as-is, the links in your newsletter should be fine.

Below is an example of a functional newsletter…


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Newsletter Signup Error

Problem: When someone tries to sign up to receive my monthly email newsletter they get the following error:

Cannot get 2nd message for mwmonahan:Table
‘acctsit_maxsponder.
usernamefollowupmsgs’ doesn’t exist

Your newsletter “List Username” (in website’s “Firm Info”) does not match your autoresponder user name (in Email Marketing control panel). The first eight digits of your domain name (not including hyphens) are your newsletter ID, if these eight (or less) digits in your “Firm Info” don’t match the user name stored in your Email Marketing control panel, the firm info name must be changed to match.

If these two names do match, contact CPASiteSolutions tech support to rectify this problem, as it could be something else entirely.


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Editing Internet Links

Editing Your Internet Links Page Video

It’s very easy to edit your Internet Links page using the custom link management tool built into the SiteManager. Log into the internet links page through the SiteManager, and click the the ‘Click here to edit…’ text to open the editor.

Rearranging links on the list is simply a matter of clicking the reorder icon ( ) to the immediate left of the link’s title. A new option will appear to the left of the link list, asking you to choose the new location. The last prompt will ask if you want to place the link above or below the target location. Choose, click ‘OK’ and the link will reorganize itself.

Adding new links is equally simple. To the right of each link is a chain link icon (  ), which you can use to add a new link to the line below.

You simply need to fill out the form, with the URL of the site, the link title and a brief description of the site and click the ‘Save’ button.

You can use this same process to add new folders for your links. To the right of each folder is a new folder icon ( ), which you can use to add a new folder to the line below.

You simply need to type up the folder title and click the ‘Save’ button to add the new folder.

If you need to change this information in the future, you can click the pencil icon (  ) for any link on the list, or you can entirely delete a link/folder by clicking on the trashcan icon ( ).