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Quick Guide to Authoring Pages

These procedures are intended as a quick guide (high-level) to the key actions of authoring page content in AEM.
They:
  • Are not intended as comprehensive coverage.
  • Provide links to the detailed documentation.
For full details about authoring with AEM see:

A Few Quick Hints

Before giving the overview of specifics, here is a small collection of general tips and hints that are worth bearing in mind.

Sites Console

  • Create
    • This button is available in many consoles - the options presented are context sensitive so can vary according to the scenario.
  • Re-ordering pages in a folder
    • This can be done in List View . The changes will be applied and be visible in other views.

Page Authoring

  • Navigating Links
  • Versions are not started/created from the page editor; this is now done from the Sites console (via either Create or Timeline for a selected resource).
There are a number of keyboard shortcuts that can make the authoring experience easier.

Finding Your Page

There are various aspects to finding a page; you can navigate and/or search:
  1. Open the Sites console (using the Sites option in the Global Navigation - this is triggered (drop down) when you select the Adobe Experience Manager link (top left).
  2. Navigate down the tree by tapping/clicking on the appropriate page. How the page resources are represented depends on the view you are using - Card, List, or Column :
  3. Navigate up the tree using the breadcrumb in the header , which allows you to return to the selected location:
  4. You can also Search for a page. You can select your page from the results shown.

Creating a New Page

  1. Navigate to the location where you want to create the new page.
  2. Use the Create icon and then select Page from the list:
  3. This opens the wizard that will guide you through collecting the information needed when creating your new page . Follow the on screen instructions.

Selecting Your Page for Further Action

You can select a page so that you can take action on it. Selecting a page will automatically update the toolbar so that the actions relevant to that resource are shown.
How to select a page depends on which view you are using in the console:
  1. Column View:
    • Tap/click on the thumbnail for the required resource - the thumbnail will be overlaid with a tick to show that it has been selected.
  2. List View:
    • Tap/click on the thumbnail for the required resource - the thumbnail will be overlaid with a tick to show that it has been selected.
  3. Card View:
    • The card will be overlaid with a tick to show that the page has been selected.
    Once in selection mode the Select icon (a tick) will change to the Deselect icon (a cross).

Quick Actions (Card View/Desktop Only)

Quick actions are available:
  1. Navigate to the page you want to take action on.
  2. Hover your mouse pointer over the card that represents your required resource; the quick actions will be shown:

Editing Your Page Content

To edit your page:
  1. Navigate to the page you want to edit.
  2. Open your page for editing using the Edit (pencil) icon:
    This can be accessed from either:
  3. When the editor opens you can:
      • Open the component toolbar with either tap or click. Use the Edit (pencil) icon to open the dialog.
      • Open the in place editor for the component with either tap-and-hold or a double-slow-click. The available actions will be shown (for some components, this will be a limited selection).
      • To see all actions available enter full-screen mode using:
      • Open the component toolbar with either tap or click. Use the Configure (wrench) icon to open the dialog.
      • Drag the required component to its new location.
      • Open the component toolbar with either tap or click. Use the Cut then Paste icons where required.
    • Copy (and Paste) a component:
      • Open the component toolbar with either tap or click. Use the Copy then Paste icons as required.
    You can Paste components to either the same page, or a different page. If pasting to a different page that was already open before the cut/copy operation, then that page will need a page refresh.
    • Delete a component:
      • Open the component toolbar with either tap or click, then use the Delete icon.
    • Add annotations to the page:
      • Select the Annotate mode (speech bubble icon). Add annotations using the Add annotation (plus) icon. Exit annotation mode using the X at top right.
    • Preview a page (to see how it will appear in the publish environment)
      • Select Preview from the toolbar.
    • Return to edit mode (or select another mode) using the Edit drop down selector.
    To navigate using links in the content you must use Preview mode .

Editing the Page Properties

There are two (main) methods of editing page properties :

Publishing Your Page (or Unpublishing)

There are two main methods of publishing your page (and also of unpublishing):

Move, Copy and Paste, or Delete Your Page

These actions can all be triggered by:
  1. Navigate to the page you want to move, copy and paste, or delete.
  2. Select the copy (and then paste), move or delete icon as required using either:
    Then, dependent on your action:
    • Copy:
      • You will then need to navigate to the new location and paste.
    • Move:
      • The wizard will open to collect the information needed to move the page. Follow the on-screen instructions.
    • Delete:
      • You will be asked to confirm the action.
    Delete is not available as a Quick Action.

Locking Your Page (then Unlocking)

Locking a page prevents other authors from working on it while you are. The Lock (and Unlock) icon/button can be found:
For example, the lock icon looks like this:

Accessing Page References

Quick access to references to/from a page are available in the References Rail.
  1. Select References using the toolbar icon (either before or after selecting your page ):
    A list of reference types is shown:
  2. Tap/click on the required type of reference to show more details and (when appropriate) take further actions.

Creating a Version of Your Page

To create a version of your page:
  1. To open the Timeline rail, select Timeline using the toolbar icon (either before or after selecting your page ):
  2. Tap/click on the up-arrow at the bottom right of the Timeline column to reveal extra buttons, including Save as Version .
  3. Select Save as Version , then Create .

Restoring/Comparing a Version of Your Page

The same basic mechanism is used when restoring and/or comparing versions of your page:
  1. Select Timeline using the toolbar icon (either before or after selecting your page ):
    If a version of your page has already been saved, this will be listed in the Timeline.
  2. Tap/click on the version you want to restore - this will reveal additional action buttons:
    • Revert to this Version
      • The version will be restored.
    • Show Differences
      • The page will be opened with differences (between the two versions) highlighted.