Using the Content Editor
In this article, you are going to learn everything you need to know about the content editor. Let's dive in!
The content editor page is divided into two main sections: the text editor and the sidebar. We have a separate article discussing the text editor in more detail here.
Below is what a typical content editor looks like.
Let's take a look at the items that are present here in more detail.
Occupying the bulk of the page, the text editor gives you all the tools you need to 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. The tabs that appear here can be edited through templates, which you can learn more about here.
The text tab, by default, contains the text editor (#3 in the image above).
The text editor is based on TinyMCE, the same editor used by the classic WordPress editor, Joomla, and other major content management systems. If you've used them before or even any form of online text editor, then you should be comfortable in using this.
Regardless, if you want a refresher or if it's your first time using a TinyMCE-based text editor, you can read our text-editor-focused article here.
Depending on the configuration of the template used in a content item, the text tab might have other elements in it or it might not even exist at all. In terms of additional elements, it can have a file uploader, a checkbox, a plain text input field, a date picker, and more. You can learn more about templates here.
Next, we have the action buttons (#2 in the image above). They allow the currently assigned user(s) to perform various actions (such as submit, approve, etc.) on the item.
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 will also appear to users that have permission to access them.
The export tools allow the content item to be exported as HTML and Microsoft Word Document or to be published directly to WordPress if a WordPress site is connected to the project.
You can also generate a shareable link (similar to Google Docs) that you can give to anyone on the internet by clicking the share icon. You can learn more about shareable links here.
Meta data & Files Tab
The second tab, Meta data & Files, by default, contains fields that are aimed towards search engine optimization and CMS integration.
If you're using WordPress and have installed the EasyContent WordPress plugin along with 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.
Scrolling down past the metadata fields will reveal the "Files" section. All files uploaded to the content item are 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 for files on your computer to upload.
Alternatively, you can drag and drop an image directly from your computer to anywhere within the text editor.
The sidebar contains widgets that are used for managing the content item's internal metadata (this is mostly used within EasyContent only as a means to make it easier to organize and search for your items) as well as its workflow status, messages related to it, and revisions.
The sidebar is divided into two tabs: Controls and Comments.
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 all the available widgets here.
Item details widget
This widget holds the item's metadata.
Workflow status widget
This widget displays the item's current, previous, and future workflow statuses. It also displays who is responsible for them, if any, 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.
Here you can view all comments added to the item. You can also add a new comment, reply to an existing comment, resolve a comment or edit (your own) comments.
There are multiple ways to add comments. First is via the comments tab by clicking the Add new comment link.
Our comment system can recognize links, so you can add a link to your comment and it will automatically be converted to a hyperlink.
The second way is by highlighting something in the text editor and clicking the insert comment icon from the context menu.
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, click reply.
Editing and Deleting Your Comments
You can edit or delete your own comments by clicking the three-dot menu next to it.
In summary, you've learned about the different editor tabs and that they can be customized using templates. You learned about action buttons and how they change depending on the item's workflow status and the permission of the user viewing the item.
You've also learned a bit about the text editor and how upload add images to it.
Furthermore, you've learned about the sidebar and how to use its elements to change a content item's workflow status and its details.
Finally, you've learned how to add comments to the text or parts of the editor to make it easier to collaborate with your team.
With this, you are now ready to start creating great content with your team!
If you have further questions, don't hesitate to send us a message at firstname.lastname@example.org and we'll be more than happy to assist you!
- 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