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geared up
  • MythicLeaders - CRM
  • HBAL Document Management
  • New Equity Mortgage CRM2005 Integration


    Instructions for using the CMS2005
    To access the CMS2005, you’ll need to go to the installation URL provided by your account manager or system administrator.

    And log in with your username and password that was given to you.
    *These are case sensitive so enter them just as you see them.

    Along the top, you'll see the navigation in white.  Starting with Content, Management, Support, Log Off and Home.

    Content - this is where you will spend the majority of your time within the CMS.  This allows you to find existing content and manage it, as well as to add new content.  Instructions for each of these are below.

    Management  - this area is for managing users, changing your password and more administrative type actions specific to the CMS2005 software.  Instructions for needs on this area are below.

    Support – this area is there to help you by answering FAQ’s, online documentation in PDF format or HTML and a support form (Contact Support) in case you run into problems or just need help.  The Contact Support form is great, because it comes to all of us at the office and allows us to not only have the first person available to review and react to your needs, but it also tells us specifics about your computer and internet connection which might be part of what is causing any problem that is occurring.

    Log Off – this is just what it says.  If you need to leave your computer for whatever reason, click the log off so someone else doesn’t come by and use the system under your log in.

    Home – this just takes you back to the initial welcome screen of the CMS that you see when you first log in.

    Some basic instructions for use:
    Changing Password:
    You can change your password once you log in by going to Management>Administration>Update Profile.  Any time you change something you need to submit it to the CMS2005.

    Managing Existing Content:
    To find content that exists on your site, go to Content and then you can select any of the five options for finding content.  Manage Content; Manage by Section; Manage by Search, Manage by Title and Manage all Active.

    The easiest one I find is the Manage by Section.  Put your mouse over the navigation called “Content” at the top and then move it down the drop down menu to “Manage by Section” and click.  Once you select it you’ll drill down using the drop down menus to find the page on the site you want to manage.  The first drop down you’ll select “your website”.  The page will refresh and below that will be another drop down menu of which you’ll select the placeholder you want to manage.  Use the second pull down menu to find the page you want to manage and then you’ll click the Search Content Database button. The page will refresh again and then list in a table format all articles that exist – whether active or not – on the page of the site.  To edit the articles, next to the title of it click on the page with the magnifying glass in the far left column.  It will load the page up and you can then click in the area where the text exists and edit to your liking.   The first couple times you open a page to edit it, the editor will take up to 2 minutes to load.  You’ll see it start to load in what looks like an MSWord toolbar.  Don’t move your mouse or click or navigate away from the page while it is loading.  Allow it to fully load and then feel free to do what you need to.

    Note : Anytime you open a page within the CMS, whether you make any changes or not, you’ll need to scroll down to the bottom and submit the information.  The CMS checks out the information just as a library checks out books.  Until the information/book is checked back in, it is not available for others to use.  If it’s not checked back in, it will appear as locked with the padlock icon.  If you see a padlock, indicating the content is checked out, you'll need to go to Content>Content Currently Checked Out and it will show you who has the content checked out.  That allows you to communicate with them and find out if they are still working on the content or just forgot to check it back in.  The system will also go through every 4 hours and automatically check back in any content that is checked out for that duration of time.  To check the content back in, simply click on the padlock and it will open the content up and allow you to review it and submit it/check it back in.

    Adding New Content:
    To add new content put your mouse on Content and then to Add New Content.  You’ll see a drop down menu appear to the right.  Move your mouse over to that drop down menu (it can be tricky the first couple times) and using the drop down menu to the right select the General Content option.  The page will refresh and load in all the fields for entering new content.  First, enter the title for the article you are adding.  This Title field may be visible on the site so make sure it is “user friendly."  Then beneath that, you’ll see a Synopsis area with a check box.  To use the Synopsis field, click in the box on the line that says, “Click to Enter a Synopsis.”  The field will expand and the MSWord Style toolbar will load in this area just as in the Content area.  Not all sections of your site use the Synopsis field so you’ll need to familiarize yourself with the CMS and always be sure to check in that field.

    Next, you’ll need to scroll down to the body area which is where the MSWord style toolbar was loading.  Note: By rolling over any of the icons in the toolbar, a window will pop up and tell you what each one is to help out.   Simply click in the Content area and begin entering your text, images, etc.  Use the toolbar to stylize your copy.  Instructions for inserting an image are below.

    Copying and Pasting from Word…Note: If you copy and paste from Word, it will put funny tags in the code that are specific to Word.  We don't see them, because they are going in as code, but you can and should get rid of them.  In the CMS, using the toolbar in the Body paragraph, once you copy and paste your text in, or even if you just type in the text - before you start doing any formatting with the CMS toolbar - highlight all the text in the Body field and then in the bottom row, beneath the B for bold, you'll see an icon that looks like an eraser with a color block by it.  If you roll over it, it should say something like Remove Format, or Remove Style/Class.  Highlight all your text and click that button.  Then go back and highlight all your text and using that same button, there is a drop down arrow next to it...click that and select Remove Word Specific and then again selecting Remove formatting.  That should remove all the Word specific code and allow you to use the toolbar and format the text how you want it.

    Once you have entered all the information to your liking, scroll down to the Content Locations area/fields.  This is the area where you will designate where on the site, the information you entered is to be posted.

    Then scroll down to the Content Status area and where it says Publish Content, change it from No, to Yes by clicking in the circle.


    Content Active :



    Content Staged :



    Issues :

    Content Archived :



    Content LIVE :



    Publish Content :



    * may require approval before publishing LIVE

    Finally you’ll need to submit your additions, by scrolling to the bottom and clicking on Submit Information.  The page will refresh and you’ll get a notification saying the content has been published.  To edit the information, follow the steps above outlined in Managing Existing Content.  A quick way to go back and edit something you just did, is to hit the HOME navigation at the top and then go to Content>Recently Edited Content and move your mouse over to the drop down menu that will appear to the right to the title of the content you want to go back and edit.  This quick edit option will show the last 10 areas you edited for quick find and editing.

    Uploading images:
    Make sure you color correct, crop and “pretty up” your pictures first and then find the page you want to add the image to, using the MSWord style toolbar, click the “Insert Image” icon that looks like a mountain scene.  Once the window opens, click on the little box to the right of the Image field that has the three little dots in it.  (Sometimes a window will pop up and ask you to log in again…simply enter your username/password and Submit.  The window will close and you’ll need to click on the little box with the three little dots in it and continue on.)   

    Next, where it says, ‘Use the following to select a file from the system to place within the content.  If you would like to upload a new file, click here.’ You’ll click on the blue link and need to select a location to store the file you are going to upload, which should be CMS2005 Server Storage.  Then you’ll click the Browse button and find the image on your local machine, double click it and then click Upload.  The window will close and show the original one that you clicked on the three little dots in where you will click OK to load the picture in the area you designated. Once the picture is loaded in, you can click on it and right click and in the field that says “Alignment>Horizontal” you can change the alignment to right, left or center and allow the text to wrap around it nicely and the picture to sit on the page where you want.  You can also, click on the image and holding down your left mouse button, drag the picture and move it to wherever you want to place it.

    Always make sure you size the image appropriately and consistently with what the images currently on the site are sized to.  To find out the size of an image on the site, go to the website page of the image you want to replace and put your mouse over the image you wish to see the size of, right click and select “Properties.”  A window will open and show you the size of the image you have your mouse over.

    Restoring Content:
    To restore content to a previous version, open the content by following the Managing Existing Content instructions and towards the bottom find the line that says "Revision History...click to review this contents revision history."  You'll see a listing of all versions that have existed for any given placeholder and be able to review the content by clicking on the icon for each one in the left hand column as well as restore a previous version if needed by clicking the Restore button on the right side in the pop up window.

    Setting Content to a Schedule:
    To set content to go on the site and off the site at a specific time/date, open the content up by following the Managing Existing Content instructions, or if you are adding new content, start by following the Adding New Content steps.  Towards the bottom of the screen is a line that says "Publish Schedule...Click to only allow this to be seen between the following dates."  Click in the box and the calendar function will drop down and allow you to enter a specific date and time for the content to go on the site and off.  If you only care about when the content goes on the site, but want it to stay on for an undetermined time period, simply put the end date to 2025 or later.  An example of where you might want to consider using this is in the Homepage>Welcome Copy area.  You can type in various messages specific to the time of year to display on the homepage and designate the dates you want each one to appear on the site and come off.  Make sure that each date you have content coming off, you have scheduled other content to load.  A good rule of thumb is to have a standard article in the CMS that is not set to any schedule and then ADD NEW CONTENT for any scheduled content you want.  That way you don’t have to continuously schedule new content and once the scheduled content drops off the site, the standard message will appear again.

    To link to another website:
    Highlight the text, or click on the image that you want to establish a link from.  Then using the MSWord style toolbar, click the icon with the chain link, “Insert Link.”  If you are linking to another website and you know the URL, enter the full URL starting with http://www . in the URL field.  Anytime you establish a link to another site you should open it into a new window.  To do this, remember to also set the field marked “Target” (located underneath the URL field) to "_new" using the drop down menu in the field below the URL line.  Then click OK.  That way when someone does click on a link from your site to another, once they finish visiting the site and close the window, your website will still be open on their browser.

    To link to another page within your website:
    If you want to link to an existing page on your site, highlight the text or click on the image that you want to link from, then click the icon with the chain link, “Insert Link.”  Once the window opens, click on the little box to the right of the URL field that has the three little dots in it, using the drop down on the window that opens, select Link to Internal CMS2005 Placeholder and find the page you want to link to.  Then click OK.  

    Hints:  Ctrl C = Copies; Ctrl V = Pastes.

    Clearing Cache:
    First thing when you make a change is to go to the web page and hit Refresh on your browser.  If you don’t see your changes, you’ll need to clear your cache.  To explain…when you make changes to a site and review a site a lot, your computer will start to store the website pages locally on your computer.  To get around this and be able to view your changes online, you’ll need to do two things.

    First clear your cache on your local computer:
    Go to Tools>Internet Options...in the middle of the window that opens, click the button that says Delete Files.  It will ask you if you're sure and just say ok.

    Second thing is to clear the cache on the server, to do this:
    Go to http://www.[yourURL].com/servercache.aspx and click the button that says to clear the cache.  This is basically forcing your computer and all visitors’ computers to go to our server where the information is being updated and get the most recent version.  When you make a change, go to the site, and click the refresh button on your browser.  If you don't see it, go through the steps outlined above and then refresh your browser again until you see them.  If you look at a site numerous times, your computer has a tendency to store the info locally so it's quicker for you to retrieve and view it so clearing your cache forces your computer to not view the local source.

    Setting User Permissions:
    To establish user permissions for anyone setup within the CMS go to Management>Administration>Manage Users and for each user that you need to restrict or define access, click on the Edit icon to the left of their name to enter their account profile.  Scroll towards the bottom and in the area that says "Site Access", uncheck the box in the column that says "Full Control" and then click "Submit Information". 

    Upon doing so it will take you back to the Manage Users list where you will then bo back into Edit mode for that same user and you'll see that now in the area where the "Full Control" box was checked there is a link that says "Define Permissions".  Click on that link and a window will pop open showing the top site structure with a box under the column marked "FULL" checked.  Uncheck that and any other boxes as desired to establish permission settings for each user.
    When finished establishing all permissions, be sure to click "Submit Permissions", it will refresh the window and allow you to review your selections one more time and then you can close the window if all looks good and click "Submit Information" on the users profile to finalize the changes made.

    Additional Support:
    If after following these instructions you are still having problems, please use the Support form in the CMS, located at Support>Contact Support or send a detailed email to customersvc@tectonicconcepts.com .  Be as descriptive as possible with what you are trying to do and on what page and what the end result is as well as copy and paste any error messages you are getting and send those to us.  The more information you can give us to diagnose the problem, the quicker we can help out.