Using the Content Editor
The content editor page is divided into two main sections: the text editor and the sidebar.
Note: we're not going to discuss the text editor in detail here. If you want to learn more about it, we have separate documentation for it that you can read here.
The image below is what a typical content editor looks like.
Let's take a look at the elements here in more detail.
Occupying the bulk of the page, the text editor gives you all the tools you need to masterfully craft your content.
It is divided into three main parts: the editor tabs (#1), action buttons (#2), and the text editor (#3) itself.
By default, there are two editor tabs: Text and Meta data & Files. You can create your own custom tabs with the help of the templating system, which you can learn more about here.
Next, let's have a more detailed look at the two default editor tabs.
The text tab holds the text editor (#3 in the image above).
It's based on TinyMCE, the same editor used by the classic WordPress editor, Joomla, and other major content management system. If you've used them before or even any form of online text editors, then you already know how to use ours.
Regardless, if you want a refresher or if it's your first time using a TinyMCE-based text editor, you can read our documentaton about it here.
Aside from the text editor, the action buttons (#2 in the image above) are also here. They allow the currently assigned user(s) to perform various actions (submit, approve, etc.) on the article. The number of available buttons will vary depending on the user's role and permissions as well as the item's current workflow status.
The export tools also appear here for users that have the right permissions.
With this, the content item can be exported as HTML and DOCX or publish it directly to WordPress if a WordPress site is connected to the project.
Finally, you can generate a link (similar to Google Docs) that you can share with anyone on the internet by clicking the share icon. You can learn more about generating shareable links here.
Meta data & Files Tab
The second tab, Meta data & Files, contains fields that are mostly used for SEO and CMS integration.
If you're using WordPress and have installed the EasyContent WordPress plugin as well as either Yoast SEO or All in One SEO, the contents of the meta title and meta description fields will automatically be synced to their Yoast SEO or All in One SEO counterparts. You can check our documentation about WordPress Integration to learn more about this feature.
Under the metadata fields is the "Attached files" section. All files uploaded to the current item reside here.
To upload files, you can drag and drop them from your computer to this area. You can also click the "Select files to upload" link to browse files on your computer that you want to upload.
Alternatively, you can drag and drop an image directly from your computer to anywhere within the text editor without going to this tab. The only caveat is that the file uploaded this way will have a random name.
In conclusion, if you need unique names for your images (for SEO purposes), you'll want to use the Attached files section to upload your files. Otherwise, it's quicker to just drag and drop an image directly to the text editor.
The sidebar contains widgets that are used for managing the content item's internal metadata (used within EasyContent only), workflow status, messages, and revisions. It's further into two tabs: Controls and Comments.
Let's take a look at the Controls first.
The controls tab, as the name implies, contains the control widgets. Here you can change the item's workflow status, change assigned users, add deadlines, and more.
Let's have a more detailed look at the available widgets.
Assignment details widget
This widget holds the item's metadata. It can be edited as long as the item hasn't reached the final workflow stage.
Workflow status widget
This widget displays the item's current, previous, and future workflow statuses (and who is responsible for them) as well as deadlines if any. The options that are available here will vary depending on user role and permissions.
You can use this widget to change the item's workflow status on the fly provided that you have the permissions to do so. Simply click the status name and it will be set as the current Workflow status.
This widget displays all previous revisions of an item. You can view, delete, or restore a revision and also compare two different revisions to see how the item changed over time.
If you are responsible for at least one workflow status of a content item, a user can send you a message regarding the said item, in which case the message can be viewed from this widget.
Finally, we have the feedback widget that displays all feedback given to the content item by editors, admins, or other responsible roles.
All comments added to the item are here.
There are multiple ways to add comments. First is via the comments tab by clicking the Add new comment link.
The second way is by highlighting something in the text editor and clicking the insert comment icon.
Lastly, you can hover your mouse on the right edge of a field (like the title field) and the insert comment icon will appear.
Replying to Comments
To reply to a comment, simply click reply.
Editing and Deleting Your Comments
You can edit or delete your own comments by clicking the three-dot menu.
- Getting Started with EasyContent
- Get Started with Templates
- Creating Custom Template Tabs
- Using the Content Editor
- Inviting Users to Your Account
- Editing, Deleting & Deactivating Users
- Creating a Custom Role
- Recovering Lost or Forgotten Password
- Get Started with Webhooks
- Add Our Email Addresses to Your Safe Sender List