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.

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.

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.

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

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

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.

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

Before adding text to your website, we highly recommend that you watch this quick video on how to paste text from Microsoft Word or any other software platform. Please be sure to use the “Paste From External Source” feature every time in order to avoid your web pages from producing errors.

After you have logged into your Site Manager (clicking “Modify Your Site” in the client portal), navigate to the page you would like to add text to. Once there, use your mouse to click on the area that you would like to edit and add text. An area that is considered editable will become highlighted in gray when the mouse rolls over the area.

Once you have clicked the highlighted area that you want to edit, a new window will pop up. This is the WYSIWYG (what you see is what you get) editor. With the WYSIWYG editor, you can edit the content of your highlighted section with an interface that is similar to Microsoft Word. With the editor opened, you should be able to add content by clicking inside the box and start typing. Many of the formatting options such as font, alignment, bullets, color, bold italics, and underline are just like Microsoft Word.

To take content directly from Microsoft Word, we must use a different process than just pasting in text. After opening your WYSIWYG editor, go to your Microsoft Word document, click anywhere in the document and hit Ctrl-A. This will select all the content that resides in your word document. After all your content is selected, hit Ctrl-C to copy your highlighted content.

Now head back to the WYSIWYG editor and click the Paste From Word clipboard icon. This icon looks like a clipboard that has the Microsoft Word logo on top of it. Please note that if you are directly pasting from Microsoft Word, you must follow these instructions or your page will likely become corrupt!

Once the window for pasting your content from Microsoft Word appears, hit Ctrl-V to paste the content into the “Paste from external source” editor. When the content is in place, click Insert.

Now that you have clicked Insert, the “Paste from external source” window will close and you will return to the WYSIWYG window. Be sure to hit save to apply your changes to the area that you have edited.

Additional Resources:

Adding and Deleting Pages

Adding Images

Using Keywords on Your CPA Website

Tackle Personalizing Pages First

Site Manager makes it quick and easy to change any contact information for your firm. Let’s say that your address or telephone number has changed and you want to update your site to display these changes.

The first thing you’ll want to do is log into the Site Manager of your site.

Click on the “Login” link at the bottom of your screen or, if your site has a portal login box you can use that.  Then enter your username and password:

Next, log into the Site Manager by clicking the “Modify Your Site” icon:

This will bring up your site’s home page.  If you have a graphic intro. page on your site your contact information may not appear at the bottom of the home page.  (If it appears within the main image of your home page and you’re unsure how to edit it, contact your webmaster or support@cpasitesolutions.com and we can help you to modify the contact information).

You can go to any page of your site and roll your mouse over the footer at the bottom of your page, which contains your contact information.  Click on it to bring up the editing window:

Enter your new address information, then click on the “Update All Pages’ Footers” page so that all the footers get updated with the new contact information, then save the changes:

There’s one more web page you’ll want to update and that is your contact page.  Click on your “Contact” page and roll your mouse over the contact information. When it highlights, click it and make the changes using the WYSIWYG editor. Click Save and your contact information is now updated:

There’s one final place you’ll want to update your contact information within the website, and that’s in the Firm Information section.  This link is at the top of your page:

Then update the contact information in that section.  This will automatically update the information we have listed for you in your account profile:

Finally, you’ll want to click the “Publish” button at the top of the page to push your changes out to your live site:

Now that you’ve updated your website, you’ll also want to update the contact information within your Email Marketing System, so that your monthly newsletters contain your new contact information.  Click the “Logout” button in the site manager to go back to the Portal screen:

Once on the portal screen, click on the Email Marketing System icon:

Once the main Email Marketing System page has loaded, click on the Firm Information link at the top of the page:

Once you’ve updated the contact information click “Save.”  The information will automatically be updated when your next newsletter mails out:

Finally, please contact your webmaster or email support@cpasitesolutions.com with your updated contact information so that we can update your listing in the accountant-finder.com database.