Transcript Images & Documents

Quick Tips Sheets
Web Center Certification Training
Digital Insight University
Web Center Navigation
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 Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
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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.
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).
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 3
Insert Structured Data
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
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 4
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.
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 5
Image Requirements / Best Practices
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 6
Document 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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 7
Replace an Image or Document
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.
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 8
Image Info Tab
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.
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
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 9
Other Image Tabs
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 10
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 11
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 12
Insert an Anchor
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 13
Link to 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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 14
Link to an Anchor / Edit or Remove 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.
To edit a link, highlight the link and click Add a Link.
To remove a link, highlight the link and click Remove Link.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 15
Submit Changes to Staging
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 16
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.
Web Center Certification Training: Resources
© 2010 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.
pg 17