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download tridion tutorial pdf

SDL TRIDION USER
MANUAL
This training allows maintaining the existing pages and
creating new ones using SDL Tridion. You will learn how
to Log into SDL Tridion, make text changes, make new
pages, make a link, add images, insert or edit a table, upload
documents, and send work for approval.
Table of Contents
Browsers ....................................................................................................................................................... 2
Log-in............................................................................................................................................................. 2
Edit an Existing Page ..................................................................................................................................... 2
Fonts.......................................................................................................................................................... 3
Headings.................................................................................................................................................... 4
Email Address Link .................................................................................................................................... 5
Upload an Image ....................................................................................................................................... 6
Add an Image .......................................................................................................................................... 10
Upload a PDF, a Word doc, Excel, or PowerPoint file ............................................................................. 14
Link to a PDF, Word doc, Excel, or PowerPoint file ................................................................................ 16
External Link ............................................................................................................................................ 18
Internal Links ........................................................................................................................................... 19
How to Locate a Component used by an Internal Page.......................................................................... 19
How to Link to a Component .................................................................................................................. 20
Add a Table ............................................................................................................................................. 23
Edit an Existing Table .............................................................................................................................. 25
Add an Anchor ........................................................................................................................................ 25
Continue Editing Later ............................................................................................................................ 29
Preview Your Changes ................................................................................................................................ 30
Submit to Workflow & Publish Your Changes............................................................................................. 32
Create a New Page ...................................................................................................................................... 34
Add a New Component ............................................................................................................................... 39
1
Browsers
 Tridion SiteEdit is compatible with all browsers, but Chrome is preferred.
 Pop-up blocker should be set to allow Tridion pages to open.
Log-in
1) Navigate to the page to edit, and delete www and replace it with https://stage or stage
if https:// is visible and click enter. You may want to bookmark this page for future
editing.
2) Click the Tridion button at the top of the page:
3) In the log-in window, enter your UML email address and password.
4) Once log-in is successful, the ribbon toolbar will appear and will be set to the “Home”
tab:
Edit an Existing Page
Borders and colors
Tridion draws borders around editable areas in the web page (see image below). You can
click or hover over content on the page, and the borders will appear around editable pieces.
2
Web page (1)
If the web page as a whole is
editable, Tridion draws a border
around it. You can think of the
webpage as a “frame” or “room”
for your components (content).
Component (2)
If a component on the web page is
editable, Tridion draws a border
around it. Components contain the
content for your web page, you can
think of a component as a the
“picture” for your “frame “or the
“furniture” for your “room.”
Field (3)
If a field of a component is editable,
Tridion draws a border around it,
but only if you select the
component first and then hover
over the field. This also goes for
fields within fields (4).
The color of an item border tells you something about the status of that item. By default, an
item can have a border in one of the following colors:
 Blue: A blue border indicates that you can edit the item.
 Green: A green border means that there are pending changes to this item for you to
commit or discard.
 Red: A red border means that your changes cannot be saved, because the content you
entered is invalid or incomplete.
 Grey: A grey border means that you cannot (currently) edit this item.

Auto save is enabled! To save your changes, simply click outside of the
component frame.
Fonts


For design purposes, the font style and the color are not to be changed.
If the content is prepared in a Word document, copy and paste to Notepad or other
text editor first then copy from Notepad to your page. You can also use Sublime as a
3
text editor (https://www.sublimetext.com/3). To format the content, use the formatting
toolbar:

The Text Field Properties window will pop up, it can be closed:

The first title in the component is always “Heading 2” by default.
Headings
To apply a header to a content box, highlight the words you want in the headline and select
“Heading 2” or “Heading 3” under “Section Type” in the formatting tool bar (see image below).
Only “Heading 2” and “Heading 3” are used in editing content in Tridion.
4
To save your changes, simply click outside of the component frame.
Email Address Link
1) To link to an email address, highlight the text you wish to link (it is preferable to type the