Sitefinity How-tos

Learn how to create content

Images

Images basics

How to

  • Optimize images for the web

    Image File Type Options

    There are three main file types we’ll want to focus on for saving images, optimized for the web: GIF, JPG and PNG. Each file type has its own strengths and weaknesses and it is very important to know and keep these in mind when saving an image. Here are a few details:

    • GIFs are not for high-quality images, but you can use animated GIFs
    • JPGs can be optimized to a very small file size while keeping the high quality of an image
    • PNGs are typically used when a transparent background is needed

    Saving Images Properly

    Large images on a web page take longer to load. By “large”, we are referring to file size rather than the dimensions of an image, i.e. the value in KB, MB, GB etc. Users expect a webpage to load in under 2 seconds, and most will abandon a page that takes more than 3 seconds to load. It’s important that your images are small enough to ensure a speedy site. There are three things you can do to properly optimize your images for your web site:

    1. Make the image the proper proportions and dimensions
      You will need to determine what is the largest size your image will be in all responsive views (i.e. phone, tablet or desktop).
    2. Save the image “for the web”
      It is possible to reduce the size without reducing the quality of the image on a screen. This requires changing the image resolution down to 72 PPI without losing the proper final dimensions or proportions and then compressing the image.
    3. Compress the image
      You can do this with Photoshop or other online tools like www.tinyjpg.com, www.tinypng.com or https://pixlr.com/e/. The goal is to get large “hero” images under 100KB, and images smaller than 800px wide under 50KB. The smaller the file size, the less data people have to load on the browser.
    4. Recommended image dimensions
      • Fullscreen banner: 1900 px wide by 550 px high
      • Featured image of a blog or news post: 900 px wide by 400 px high
      • Image floated left or right within a content block: 400 px wide

    Images of Text

    Genuine text is much more flexible than images: It can be resized without losing clarity, and background and text colors can be modified to suit the reading preferences of users. Images are more likely to distort and pixelate when resized. In those rare situations where images of text must be used, the text alternative must contain the same text presented in the image.

    If you would like to have text float over a banner, please review how to create a blog slider.

  • Upload images to a library
    1. Click the Content navigation menu item and then select Imagesscreenshot of where to upload images
    2. Click the Upload images button
      screenshot of upload images button
    3. Drag and drop images or click the Upload images from your computer button to select images.
      screenshot of image selection screen
    4. Add alternative text. Alt text (alternative text) is a word or phrase that can be inserted as an attribute in an HTML (Hypertext Markup Language) document to tell website viewers the nature or contents of an image.
      screenshot showing alternative text field
    5. Select the pencil icon to either select an existing gallery or create a new one.
      screenshot of the gallery selection button
    6. Click the Upload and Publish button when finished.
  • Editing images in Photoshop for the web

    In the example below, the image is 3.4MB in file size (that's huge!) and the dimensions are 5760px by 3840px.

    Cropping the image to the correct proportions:

    1. When you open the image in Photoshop, on the left you will see the tools available to you.
    2. Select the crop tool (green square shown in the image below). Your image will then show crop marks on the edges of the view finder, and you can set the crop ratio (or proportions) on the top bar (red oval shown in the image below). For this example, the ratio was set to 1100x450 because that is the final desired size of the image.
      Screenshot showing the crop tool
    3. You can then move the crop area around and select any area in the image.
    4. Hit enter, and the image is cropped.

    Save the image:

    1. Next, click ‘File > Export > Export As…’
      Screenshot of file export
    2. Now, you can optimize the web image by changing its dimensions (image size: blue box shown in the image below). In the example below the dimensions were changed from width 5760px and height 3840px to width 1100px and the height automatically adjusted to 450px. However, the file size is still a little large at 363KB.
      Screenshot of image size settings
    3. Bringing down the “Quality” of the image will help with this. On the right side of the window, you will see the “Quality” dropdown, click that and you will have the ability to alter the quality by sliding the little triangle to the left (blue oval). You will see the file size go down as the quality refreshes (red box). At 100% zoomed, make sure the image does not begin to look pixelated. In the example below, the image is reduced to 29% quality and 51.2KB without being too pixelated.
      Screenshot of image quality settings
    4. Click ‘Export All’, use a name that is meaningful and save it.
  • Editing images in Pixlr for the web

    Pixlr is a free online photo editing tool.

    Use the Editor Option:

    1. Do not make an account or save the image to an account
    2. This site will allow you 3 free downloads per day, per browser (clearing your cache may allow for more).

    Open image:

    1. Click the Open Image button and select the image that is stored on your device
      Screenshot of open image button

    Crop the image:

    1. Click the crop tool  in the left side toolbar
      screenshot of crop button
    2. In the upper toolbar menu, click the Size button.
      Screenshot of the size button
    3. Add the desired width in the W field and height in the H field.
      Screenshot of crop size
    4. Adjust the crop box on the image to the desired crop by dragging the corners.
      Screenshot of crop box
    5. Then click Apply or hit Enter on your keyboard.
      Screenshot of the Apply button

    Save the image:

    1. Next, click File (top-left hand corner) and then Save from the drop-down menu
    2. Change the Quality of the image to the lowest setting without causing pixelation or losing definition by sliding the circle on the bar to the left. As this change is made, you will see the “size” number below the image change (12kb in the example below). It is also okay to increase the quality if the file size is small.
      Screenshot showing the image quality settings
    3. Click Save as and save it to your device. (Click the X on the pop-up.)

Lists

Lists are dynamic! Use lists to display a lot of information or just a button with a few words! See them in action: accordion lists, link lists, link card lists, panel lists, tabs lists and simple lists.

Create and Edit Lists

How to

  • Create a List and List items

    Create a List

    You can create multiple lists with multiple list items within each list.

    1. Click the Content navigation menu item and then select Lists
      screenshot of lists in the content menu
    2. Click the Create a list button

    3. screenshot showing the create a list button
    4. Type a title and click the Create button

    After you have created a list, you can now create list items.

    Create List items

    1. Within a list, click the Create a list item button

    2. screenshot showing the create a list item button
    3. Add a title. This will be displayed as your list item title
      screenshot showing title field
    4. Click the Publish button
  • Add content to a list item

    Within the edit view of a list item, you have the option to use the formatting toolbar and/or edit the HTML by selecting the </> option on the far right of the toolbar.
    screenshot showing the formatting toolbar

    Examples of how this content displays on a page:

  • Add Categories and Tags

    Adding categories/tags allows the user to click on a desired category/tag to filter the content on the page. It can also filter specific items to be displayed on a page. You can add multiple categories and tags to content items such as lists, blogs, events, and images.
    screenshot showing categories and tags sections

    Adding Categories

    1. Click the plus symbol under the Categories section.
    2. Begin typing a category name to choose a predefined category, select create a category* (see note below), or select show all categories to select from the category list 
      screenshot showing categories options
      *NOTE: Any new category created should be saved under the site's parent category. Email sitefinity@utmb.edu for assistance in organizing new categories.

    Adding Tags

    1. Click the plus symbol under the Tags section.
    2. Begin typing a tag name to create a new tag or select a predefined tag. You can also select Show all tags to search through the predefined tags.
      screenshot of tag selection options
  • Make a list item a link
    1. Within the edit view of a list item, under the Custom fields section, type or paste the hyperlink into the Hyperlink field.

    screenshot showing hyperlink field

     

  • Add icons to list items
    1. Copy the class name inside the quotation marks from the selected icon available in the Font Awesome online library
      screenshot showing class name example on the Font Awesome website
    2. Within the edit view of a list item, paste the class name into the Icon field under the Custom fields section of the list item
      Screenshot showing the icon field of a list item
    3. Further customize the icon color by adding an icon color class to the CSS area. See Other Color Options.
      image of CSS field on list item options

    Need to add an icon to the HTML code? View the icons style guide

  • Add custom CSS classes to a list item
    1. Within the edit view of a list item, add the class name(s) into the Custom CSS Class(es) field under the Custom fields section of the list item.
    2. If multiple classes are being added list them single space separated as shown in the example below:
      Screenshot showing two classes added to the Custom CSS Class(es) field
  • Add Modal box content to a list item

    This content will display inside a modal box when the list item is selected.

    1. Within the edit view of a list item, under the Custom fields section, you must add # into the Hyperlink field.
      screenshot showing the hyperlink field
    2. Add content to the ModalBoxContent field. You can format content similar to the content area of a list item.
      screenshot of modal box content field
  • Add an image to a list item
    1. Within the edit view of a list item, under the Related media section click the plus symbol.
      screenshot of the related media section
    2. Click Upload an image from your computer or Select an image from your library

    Images can also be added to the content and modal box fields.

  • Scheduling to publish and/or unpublish

    Within the edit view of a page or content item, you can schedule a post to publish and/or unpublish on a specific date.

    1. Click the ellipses button (...) on the top-right of the page. Then select Schedule publish/unpublish from the drop-down menu.
      screenshot showing the ellipses button
    2. Type or select the date and time you would like to publish the page or item. You can also type or select the date and time you would like to unpublish. Click the Save changes button when complete.
      screenshot of blog post schedule date and time selectors

Always click the Publish, Save as Draft or Schedule when you are finished editing a list item or page to save your work.

Related Training Videos

Create and edit Blogs

How to

  • Create a Blog

    Create a Blog

    1. Click the Content navigation menu item and then select Blogs

      screenshot showing blogs under blogs menu
    2. Click the Create a Blog button
      Screenshot of create a blog button
    3. Type the blog title and click the Create button
  • Create a Blog post

    After you have created a Blog, you can now create blog posts.

    Create blog posts

    1. Within the selected blog, Click the Create a post button

    2. screenshot of create a post button
    3. Add a title. This will be displayed as your blog post title
      screenshot showing title field
    4. Click in the content area. You have the option to use the formatting toolbar and/or edit the HTML by selecting the </> option on the far right of the toolbar. Type and format the content.
      screenshot showing the formatting toolbar
    5. Add a summary

    6. screenshot of blog post summary
    7. Add a featured image
      1. Under the Related Media section click the plus symbol 
      screenshot showing the plus symbol
    8. Click Upload an image from your computer or Select an image from your library
    9. Click the Publish button

    Blog post example showing featured image, blog post title, and summary:

    Blog post example showing featured image, blog post title, and summary:
  • Add Categories and Tags

    Adding categories/tags allows the user to click on a desired category/tag to filter the content on the page. It can also filter specific items to be displayed on a page. You can add multiple categories and tags to content items such as lists, blogs, events, and images.
    screenshot showing categories and tags sections

    Adding Categories

    1. Click the plus symbol under the Categories section.
    2. Begin typing a category name to choose a predefined category, select create a category* (see note below), or select show all categories to select from the category list 
      screenshot showing categories options
      *NOTE: Any new category created should be saved under the site's parent category. Email sitefinity@utmb.edu for assistance in organizing new categories.

    Adding Tags

    1. Click the plus symbol under the Tags section.
    2. Begin typing a tag name to create a new tag or select a predefined tag. You can also select Show all tags to search through the predefined tags.
      screenshot of tag selection options
  • Crediting author(s) and citing source
    1. Within the edit view of a blog post, under the Custom fields section, type in the author and/or article source information.
      • Author: Set the author's name. e.g. - John Doe
      • Article Source Name: Name of the external source where the original article was published
      • Article Source Publish Date: Date the external article was originally published
      • Article Source URL: add the website URL

    screenshot of credit source fields

  • Redirect post to another webpage

    Within the edit view of a blog or news post, you can redirect a post to another webpage. Note that any content in the content area will not display on a webpage.

    1. Under the Custom fields section, paste the URL in the Redirect URL field
      screenshot of blog post redirect field
  • Create a Blog slider

    Within the edit view of a blog post, you can add blog slider content that can be displayed on a page.

    1. Add a blog slider image
      1. Under the Related Media section click the Blog Slide Background Image plus symbol 
        screenshot of blog slide upload button
      2. Click Upload an image from your computer or Select an image from your library
    2. Add the Blog Slide Title and Blog Slide Summary.
      1. Under the Custom Fields section add the title and summary if applicable. Keep both short.
        Screenshot of blog slide title and summary fields

    Blog slide example displayed on a webpage with default settings: If no content has been added to the Blog Slider fields in the edit view of a blog post, the slider will use the blog post Title and Summary fields, have a dark gray background, the text will be white with no card background behind the text and the button will be a transparent "read more". 

    screenshot of blog slider with no background image
  • Customize Blog slider with CSS

    Within the edit view of a blog post, CSS classes can be applied to affect the look of the individual slide, image, or content of a blog post.

    Under the Custom fields section add classes to the Blog Slide Custom CSS field. Multiple CSS classes can be added but must be separated by a space. CSS classes can be found below.

    screenshot of blog slide custom css field

    Blog slide CSS classes

    Classes with "sm" text will only affect small screens (smaller than 640px).
    Classes with "md" text will only affect medium screens (641px to 1007px).
    Classes with "lg" text will only affect large screens (1008px and larger).

    Card overlay color

    • uk-overlay-default (White transparent background)
    • uk-overlay-primary (Dark transparent background)

    Card overlay placement

    • uk-position-top
    • uk-position-left
    • uk-position-right
    • uk-position-bottom
    • uk-position-center
    • uk-position-top-left
    • uk-position-top-center
    • uk-position-top-right
    • uk-position-center-left (default)
    • uk-position-center-right
    • uk-position-bottom-left
    • uk-position-bottom-center
    • uk-position-bottom-right

    Slide Background Image Handling

    • img-fill
    • img-sm-fill
    • img-md-fill
    • img-lg-fill
    • img-contain
    • img-sm-contain
    • img-md-contain
    • img-lg-contain
    • img-cover (default)
    • img-sm-cover
    • img-md-cover
    • img-lg-cover
    • img-hide

    Content title text size, style and heading structure

    • title-h1 (default)
    • title-sm-h1
    • title-md-h1
    • title-lg-h1
    • title-h2
    • title-sm-h2
    • title-md-h2
    • title-lg-h2
    • title-h3
    • title-sm-h3
    • title-md-h3
    • title-lg-h3
    • title-h4
    • title-sm-h4
    • title-md-h4
    • title-lg-h4
    • title-h5
    • title-sm-h5
    • title-md-h5
    • title-lg-h5
    • title-h6
    • title-sm-h6
    • title-md-h6
    • title-lg-h6
    • title-hide

    Content summary text size

    • summary-large
    • summary-sm-large
    • summary-md-large
    • summary-lg-large
    • summary-medium (default)
    • summary-sm-medium
    • summary-md-medium
    • summary-lg-medium
    • summary-small
    • summary-sm-small
    • summary-md-small
    • summary-lg-small
    • summary-hide

    Content text alignment

    • text-left (default)
    • text-right
    • text-center

    Content text color options

    • content-red
    • content-gray
    • content-gray-light
    • content-white (default)
    • content-black
    • content-blue
    • content-blue-light
    • content-teal
    • content-teal-light
    • content-orange
    • content-orange-light
    • content-green
    • content-green-light
    • content-gray-1
    • content-gray-2
    • content-gray-3
    • content-gray-4
    • content-gray-5
    • content-gray-6
    • content-gray-7
    • content-gray-8
    • content-gray-9
    • content-gray-a
    • content-gray-b
    • content-gray-c
    • content-gray-d
    • content-gray-e

    Card Overlay width (%-based)

    • content-width-30
    • content-width-sm-30
    • content-width-md-30
    • content-width-lg-30
    • content-width-40
    • content-width-sm-40
    • content-width-md-40
    • content-width-lg-40
    • content-width-50 (default)
    • content-width-sm-50
    • content-width-md-50
    • content-width-lg-50
    • content-width-60
    • content-width-sm-60
    • content-width-md-60
    • content-width-lg-60
    • content-width-70
    • content-width-sm-70
    • content-width-md-70
    • content-width-lg-70
    • content-width-80
    • content-width-sm-80
    • content-width-md-80
    • content-width-lg-80
    • content-width-90
    • content-width-sm-90
    • content-width-md-90
    • content-width-lg-90
    • content-width-100
    • content-width-sm-100
    • content-width-md-100
    • content-width-lg-100

    Button text options

    • btn-read-more (default)
    • btn-read-article
    • btn-learn-more
    • btn-find-out-more
    • btn-hide

    Button color and size options

    • btn-default (default)
    • btn-red
    • btn-gray
    • btn-gray-light
    • btn-white
    • btn-black
    • btn-blue
    • btn-orange
    • btn-green
    • btn-purple
    • btn-teal
    • btn-coolgray3
    • btn-primary
    • btn-secondary
    • btn-info
    • btn-danger
    • btn-warning
    • btn-success
    • btn-large
    • btn-small
    • btn-block

    Background color + gradients

    • red-bg
    • gray-bg (default)
    • gray-light-bg
    • gray-mid-bg
    • gray-dark-bg
    • blue-bg
    • blue-light-bg
    • teal-bg
    • teal-light-bg
    • orange-bg
    • orange-light-bg
    • black-bg
    • white-bg
    • gray-1-bg
    • gray-2-bg
    • gray-3-bg
    • gray-4-bg
    • gray-5-bg
    • gray-6-bg
    • gray-7-bg
    • gray-8-bg
    • gray-9-bg
    • gray-a-bg
    • gray-b-bg
    • gray-c-bg
    • gray-d-bg
    • gray-e-bg
    • bg-gradiant (default)
    • bg-gradiant-horizontal
    • bg-gradiant-diagonal
    • bg-gradiant-bright
    • bg-gradiant-bright-horizontal
    • bg-gradiant-bright-diagonal
  • Scheduling to publish and/or unpublish

    Within the edit view of a page or content item, you can schedule a post to publish and/or unpublish on a specific date.

    1. Click the ellipses button (...) on the top-right of the page. Then select Schedule publish/unpublish from the drop-down menu.
      screenshot showing the ellipses button
    2. Type or select the date and time you would like to publish the page or item. You can also type or select the date and time you would like to unpublish. Click the Save changes button when complete.
      screenshot of blog post schedule date and time selectors

Always click the PublishSave as Draft or Schedule when you are finished editing a blog post or page to save your work.

Related Training Videos

Create and Edit News

How to

  • Create a News Item

    Unlike Blogs, you can only have one News Feed with multiple news items.

    1. Click the Content navigation menu item and then select News
      screenshot showing news in the content drop-down menu
    2. Click the Create a News Item button
      screenshot showing the create a news post button
    3. Add a title. This will be displayed as your news post title
      screenshot showing title field
    4. Click in the content area. You have the option to use the formatting toolbar and/or edit the HTML by selecting the </> option on the far right of the toolbar. Type and format the content.
      screenshot showing the formatting toolbar
    5. Add a summary

    6. screenshot of blog post summary
    7. Add a featured image
      1. Under the Related Media section click the plus symbol 
      screenshot showing the plus symbol
    8. Click Upload an image from your computer or Select an image from your library
    9. Click the Publish button
  • Add Categories and Tags

    Adding categories/tags allows the user to click on a desired category/tag to filter the content on the page. It can also filter specific items to be displayed on a page. You can add multiple categories and tags to content items such as lists, blogs, events, and images.
    screenshot showing categories and tags sections

    Adding Categories

    1. Click the plus symbol under the Categories section.
    2. Begin typing a category name to choose a predefined category, select create a category* (see note below), or select show all categories to select from the category list 
      screenshot showing categories options
      *NOTE: Any new category created should be saved under the site's parent category. Email sitefinity@utmb.edu for assistance in organizing new categories.

    Adding Tags

    1. Click the plus symbol under the Tags section.
    2. Begin typing a tag name to create a new tag or select a predefined tag. You can also select Show all tags to search through the predefined tags.
      screenshot of tag selection options
  • Crediting author(s) and citing source
    1. Within the edit view of a news post, under the Custom fields section, type in the author and/or article source information.
      • Author: Set the author's name. e.g. - John Doe
      • Article Source Name: Name of the external source where the original article was published
      • Article Source URL: add the website URL
        screenshot of source fields
  • Redirect post to another webpage

    Within the edit view of a blog or news post, you can redirect a post to another webpage. Note that any content in the content area will not display on a webpage.

    1. Under the Custom fields section, paste the URL in the Redirect URL field
      screenshot of blog post redirect field
  • Scheduling to publish and/or unpublish

    Within the edit view of a page or content item, you can schedule a post to publish and/or unpublish on a specific date.

    1. Click the ellipses button (...) on the top-right of the page. Then select Schedule publish/unpublish from the drop-down menu.
      screenshot showing the ellipses button
    2. Type or select the date and time you would like to publish the page or item. You can also type or select the date and time you would like to unpublish. Click the Save changes button when complete.
      screenshot of blog post schedule date and time selectors

Always click the PublishSave as Draft or Schedule when you are finished editing a news post or page to save your work.

Related Training Videos

Create and Edit Events

How to

  • Create a Calendar & Event

    Create a Calendar

    1. Click the Content navigation menu item and then select Events
      screenshot of events in navigation
    2. Click the Create a calendar button
      screenshot of create a calendar button
    3. Add the calendar title and color. Refer to the web color guide for UTMB brand colors. Click the Create button when finished.
      screenshot of calendar title and color fields

    Create an Event

    1. Click the Content navigation menu item and then select Events
      screenshot of events in navigation
    2. Click the Create an event button. You can click the < All calendars link to change the calendar first, if you have multiple calendars.
      screenshot of create event button
    3. Type the event title.
      screenshot of event title field
    4. Click in the content area. You have the option to use the formatting toolbar and/or edit the HTML by selecting the </> option on the far right of the toolbar. Type and format the content.
      screenshot showing the formatting toolbar
    5. Add a summary
      screenshot of blog post summary
    6. Type or select the Event start and Event end date and time. If it is an all-day event, you can check the All day box.
      screenshot of date and time selector
    7. Add categories and tags
      This allows you to filter what is displayed on a page. You can add multiple categories and tags.
      screenshot showing categories and tags sections
      • Adding Categories
        1. Click the plus symbol under the Categories section.
        2. Begin typing a category name to choose a predefined category, select create a category, or select show all categories to select from the category list 
          screenshot showing categories options
      • Adding Tags
        1. Click the plus symbol under the Tags section.
        2. Begin typing a tag name to create a new tag or select a predefined tag. You can also select Show all tags to search through the predefined tags.
          screenshot of tag selection options
    8. Add location information
      • Street
      • City
      • Country
      • State
      • How to find us
      • Venue
      • Postal Code

      • screenshot of location fields
    9. Add contact information
      • Email
      • Website
      • Contact name
      • Cell phone
      • Phone

      • screenshot of contact fields
    10. Add an image
      • Under the Related media section click the plus symbol. Select or upload an image.

      • screenshot of image field
    11. Click the Publish button

Content Blocks

Shared

See the various layout templates for the Content blocks widget component.

Create Shared Content Blocks

How to

  • Create a Shared Content Block

    You can create content blocks that can be shared on multiple pages.

    1. Click the Content navigation menu item and then select Content blocks
      screenshot showing content blocks in the content drop-down menu
    2. Click the Create a content block button
      screenshot showing create a content block button
    3. Add a title. The title will not display on the page.
    4. Click in the content area to add content. Format content using the formatting toolbar and/or edit the HTML by selecting the </> option on the far right of the toolbar. Formatting options include:
      • Make the text a paragraph, quotation, heading, bold, or italic
      • Change the text color
      • Create an unordered and ordered list
      • Indent or outdent text
      • Create a link
      • Add an image
      • Create a table
      • Align content
      • Make the text a subscript and a superscript
      • Add a horizontal rule
      • Remove formatting
        screenshot of the format toolbar
    5. Optional: Add Categories and tags to filter what is displayed on a page. You can add multiple categories and tags.
      screenshot of categories and tags fields
    6. Click the Create button when finished

Create and Edit Forms

How to

  • Create a Form
    1. Click the Content navigation menu item and then select Forms.
      screenshot of forms button in the content drop-down menu
    2. Click the Create a form button
      Screenshot of create a form button
    3. Add a title and click the Create button
      Screenshot of form title field and create button
  • Add form fields

    Within the edit view of a form, you can add common form fields to a form

    1. On the right side menu, click the Content tab, click the Common Controls drop-down menu. Click, hold and drag a form field onto the Body section of the form, and then release the form field.
      Screenshot showing how to add form fields
    2. Customize each form field by clicking Edit on the form field widget.
    3. Required for all UTMB Sitefinity forms: Add a CAPCHA before the Submit button on the form.
  • Form layout options

    Within the edit view of a form, you can organize form fields by using various layout elements.

    1. On the right side menu, click the Layout tab, click the Grid widgets drop-down menu. Click, hold and drag a grid widget onto the Body section of the form, and then release the grid widget. The example shows the grid-6+6 grid widget which divides the section into 2 columns. Read more about the known issues for form layouts.
    2. There are several layout options. Be sure to experiment with the various layout options to find the layout that works best for the form. Learn more about layouts.
      screenshot of form layout options
  • Form settings

    Within the edit view of a form, you can update the form settings.

    1. On the right side menu, click the ellipses button (...) on the top-right of the page. Then select Title & properties from the drop-down menu.
      Screenshot of form title & properties
    2. Settings options
      • Restrict who can submit form entries
      • Create a custom "After submission" message or redirect to another page
      • Send email notification that a new form has been submitted
      • Confirmation emails cannot be sent to the form respondent at this time
        Screenshot of form settings

Related Training Videos

Sitefinity Core Videos

  • Sitefinity - Form Administration 10/26/16

    Form Administration PDF 

    Managing Form Responses Duration: 09:55

    Video Time-stamps. 

    • Notifications 00:20
    • Logging in 01:33
      • Coming from an email notification
      • To log in to Sitefinity without a notification
    • Managing responses 02:11
      • Form Administrator and Form Entries Screens
        • Getting to the Forms Administrator 02:32
        • Forms Administrator – Response Management 03:02
        • Form Entries 03:42
          • Form Status Displayed: 03:58
          • Form Entry Details Displayed: 04:40
          • Form Entry Filter and Search: 05:07
      • Form Entry Details Screen – Individual Responses 05:57
        • Details 05:57
        • Options:
          • Close and Archive: 07:24
          • Open and In Progress. 07:51
          • Open and Not in Progress. 08:15
      • Locked Form Entry – Avoiding Issues and Unlocking 08:54

Create a Feature Collection

How to

  • Create a Feature Collection
    1. Click the Content navigation menu item and then select Feature Box
      screenshot showing the feature box option in the content
    2. Click the Create a featurecollection button
      screenshot of create a feature collection button
    3. Add a title.
      type in a title
    4. Optional: Add buttons (maximum of 5 buttons)
      1. Check the Show Navigation Menu checkbox
      2. Enter in the button fields needed per button:
        • Button Title
        • Button Link
        • Button CSS Class
        • Button Icon
        • Button Image
          screenshot of button options
    5. Click the Publish button when complete.
  • Create a Feature box

    After you have created a Feature Collection, you can create Feature boxes. Each feature collection can have multiple feature boxes.

    1. Click the Feature Collection title.
      screenshot showing feature collection title example
    2. Click the Create a featurebox button
      screenshot of create a featurebox button
    3. Add a title, slide caption (optional), and a hyperlink (optional)
      screenshot of title, slide caption and hyperlink fields
    4. Optional: Add Categories and tags to filter what is displayed on a page. You can add multiple categories and tags.
      screenshot of categories and tags fields
    5. Add an image. All images in a Feature collection must be cropped to the same dimensions.
      screenshot of image section
    6. Click the Publish button when complete.

Creating links to documents for the web from SharePoint

How to

  • Sharing a SharePoint link on the web
    1. In SharePoint, hover over the file that you want to share and click the share button.
      Screenshot showing the share button
    2. Click the gear icon next to the Copy link button
      Screenshot showing the 'people you specify can view' text
    3. Select who you would like this link to work for:
      • Anyone: This link will be a public link and anyone who clicks the link can view the document
      • People in the University of Texas Medical Branch with the link: Only UTMB employees who are logged into sp.utmb.edu can view the document
      • People with existing access: Only people with existing access to the SharePoint folder can view the document
      • Specific people: Only people you specify can view the document
        Screenshot showing audience choices
    4. Under Other settings, adjust the edit settings if necessary:
      • Can edit: do not select this if you are making the link public as it will allow anyone with the link to edit the original document
      • Can view: default setting which allows users to view and not edit the document
        Screenshot showing edit choices
    5. Click the Apply button
      Screenshot of apply button
    6. Click the Copy link button.
      Screenshot of copy button
    7. You can now paste the link into a list item, content block, blog post, event, news item, etc.

    Note: For documents to be shared with the public or anyone outside of your department, the document must live in the Collaboration environment in SharePoint.

  • Replacing a SharePoint document without breaking links
    1. Name the new file the exact same as the file you would like to replace in Sharepoint.
      • NOTE: It is best practice to not include dates in the file name of the document. You can rename the file in Sharepoint and it will not break the current link.
    2. Upload the new file into the same folder in Sharepoint where the current document is stored
    3. A window will pop up with the message: A file with this name already exists. Would you like to add this new file as the latest version of the existing files, or rename it and keep them both?
      Screen shot of the replace file message in SharePoint
    4. Click the Replace button

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