Ektron CMS400.NET User Manual

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Managing Tasks NOTE Managing Tasks A task is a request from one user to another to perform an action within Ektron CMS400.NET. Examples of a tasks include: • updating content • publishing content • updating an image • reordering a collection The Tasks folder displays all tasks that are either assigned to you or that you assigned to another user or user group. You can also assign tasks to yourself. A task may or may not be related to a specific piece of content. If it is, you can access content then “attach” a task to it. This kind of task is managed just like the other tasks, but you can also view and update it via the attached content. For more information, see ”Viewing a Task” on page 300. This chapter explains how to work with tasks through the following topics. • ”Creating a Task via the Task Folder” on page 287 • ”Adding a Task Category and Task Type” on page 294 • ”Creating a Task from the Web Site” on page 299 • ”Creating a Task via the Content Folder” on page 299 Tasks can also be created automatically when forms are submitted. See Also: ”Assigning a Task to a Form” on page 195 • ”Viewing a Task” on page 300 • ”Editing a Task” on page 305 • ”Adding Comments to Tasks” on page 306 • ”Deleting a Task” on page 309 Ektron CMS400.NET User Manual, Version 7.5 286
• ”Viewing a Task’s History” on page 310 • ”Task Module Toolbar” on page 311 Creating a Task via the Task Folder This topic consists of the following subtopics: • ”Accessing the Tasks Folder” on page 287 • ”Creating a Task via the Task Folder” on page 288 • ”Adding a Task Category and Task Type” on page 294 Accessing the Tasks Folder To access the Tasks folder, follow these steps. Managing Tasks 1. Access your Smart Desktop, as explained in ”Understanding the Smart Desktop” on page 17. 2. The Smart Desktop folders appear in the top left frame. 3. Click the Tasks folder. The following subfolders appear: • Assigned To Me - tasks assigned to you • Assigned By Me - tasks you assigned to someone else • Created By Me - tasks you created • Assigned To User - search for tasks assigned to a user • Not Started - tasks whose state is set to not started • Active - tasks whose state is set to Active • Awaiting Data - tasks whose state is set to Awaiting Data • On Hold - tasks whose state is set to On Hold • Pending - tasks whose state is set to Pending Ektron CMS400.NET User Manual, Version 7.5 287
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Ektron CMS400.NET User Manual Versi
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EKTRON, INC. SOFTWARE LICENSE AGREE
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What’s New in the 7.5 Release Wha
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What’s New in the 7.5 Release •
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Securing Ektron CMS400.NET Security
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ServerControlWS.asmx password to Bu
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Table of Contents What’s New in t
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The View Content Difference Screen
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Blog Properties ...................
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Deleting a Table ..................
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Using Bookmarks....................
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Introduction to Ektron CMS400.NET W
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Introduction to Ektron CMS400.NET Y
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Introduction to Ektron CMS400.NET B
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Types of Content Introduction to Ek
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Editing Content Finding Content The
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Logging In and Out Prerequisites Lo
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Site Preview Button Appearance Togg
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The Workarea and Smart Desktop Acce
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The Workarea and Smart Desktop CMS4
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NOTE The Workarea and Smart Desktop
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From the Smart Desktop, you can als
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The Workarea and Smart Desktop 2. W
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Sending Instant Email The Workarea
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Modifying Instant eMail The Workare
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Working with Folders and Content In
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Each folder lists the following inf
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Menu Option Lets you create or uplo
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Menu option Lets you For more infor
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Dropdown Menu Options Viewing a Fol
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Force Check In Only appears if user
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Viewing Content 5. Continue reading
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Button or Tab Properties tab NOTE A
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Button or Tab View (language) Add -
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Viewing Content Once the content ar
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Adding HTML Content 2. Click View >
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Button Name Description Publish Pub
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NOTE NOTE Editing HTML Content If y
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5. The editor opens with the conten
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Deleting Content NOTE NOTE Deleting
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4. The following message appears. 5
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Button Name Description Workarea To
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Button Name Description Publish Sav
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Scheduling Content to Begin and End
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NOTE Scheduling Content to Begin an
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NOTE Scheduling Content to Begin an
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Option Can site visitors view conte
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Adding a Content Summary Adding a C
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Adding a Content Summary 6. Enter s
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Adding or Editing Metadata Adding o
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NOTE Adding or Editing Metadata The
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4. Edit the metadata. Note that Add
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Adding or Editing Metadata If the r
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Entering Title and Keywords NOTE Se
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Approving/Declining Content Approvi
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Approve/Decline One Content Item Ap
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Approving/Declining Content 4. To c
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First Approver Approving/Declining
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Approving/Declining Content EditorI
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Approving/Declining Content Ektron
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Tab Shows this content IMPORTANT! E
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• highlighting in yellow added co
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Toolbar Each area is explained belo
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Option Description Compare visual a
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View Description Published Displays
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• A Web page Viewing and Restorin
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Viewing and Restoring Previous Cont
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With XSLT Without XSLT Viewing and
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The Workarea search has two tabs: T
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Search Screen Option Documents •
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• proximity of search term to beg
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NOTE • a range of created or modi
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The Noise File Specifying Match Cri
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Content ID Additional Search Criter
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Result Display Options View option
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Column Header Description Searching
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Library Folder Library Folder The l
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Library Folder 4. The sub-folders a
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3. The screen displays the followin
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The fields are described below. Lib
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Field Description NOTE Displaying S
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• ”Copying Files to the Library
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Viewing Files Field Description Lib
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Editing a File Overwriting Files NO
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Library Link Searching Library Fold
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Adding a Library File to Content NO
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Images Adding Hyperlinks Viewing Hy
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Quicklinks and Forms Library Folder
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Library Folder 6. Click the Update
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Working with HTML Forms This chapte
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Creating a New Form NOTE NOTE Worki
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Working with HTML Forms •Display
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Working with HTML Forms To modify a
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Chart Types Chart Type Description
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Working with HTML Forms Note that s
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Inserting Form Fields Working with
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Working with HTML Forms After you c
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TIP! Form Fields Working with HTML
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Field Description Default value Ins
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Fields on the Plain Text Field Dial
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NOTE Working with HTML Forms Your W
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Fields on the Password Dialog Field
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Fields on the Textarea Dialog Field
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Inserting a Choices Field Working w
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Field Description Descriptive Name
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Inserting a Select List Field Worki
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Field Description Working with HTML
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Working with HTML Forms 1. Place a
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Assigning a Task to a Form Note Wor
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Working with HTML Forms email Autom
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• a checkbox that lets you delete
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List of Submitted Values • a chec
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• - description of the form •
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Field Description Send data in XML
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Working with HTML Forms 2. Go to th
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Editing a Form’s Content Working
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Button or Tab Working with HTML For
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Working With Polls • ”Viewing a
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NOTE NOTE Working with HTML Forms T
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Working with HTML Forms 10. Once pu
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Working with HTML Forms •Title -
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Supported Types of Assets EXCEPTION
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Installing FireFox Plug In Using th
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Using the Document Management Syste
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NOTE Using the Document Management
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Drag and drop into CMS400.NET, from
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NOTE 5. The following screen appear
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Page 279 and 280: Deleting a Managed File NOTES Using
Page 281 and 282: See Also: Approving Assets • ”A
Page 283 and 284: Working with Calendars Working with
Page 285 and 286: Understanding Calendars Working wit
Page 287 and 288: NOTE 2. Click the Calendars folder.
Page 289 and 290: Field Description Working with Cale
Page 291 and 292: Field Description Viewing a Calenda
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Page 295 and 296: Adding a Calendar Event NOTE NOTE N
Page 297 and 298: Field Description Event Title Enter
Page 299 and 300: Field Description Event Type 6. Cli
Page 301 and 302: 4. Finish your edits. For documenta
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Page 305 and 306: Editing Recurring Events Working wi
Page 307: Deleting a Single Recurring Event W
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Page 313 and 314: Field Description Managing Tasks St
Page 315 and 316: You should only select a content fo
Page 317 and 318: NOTE From this screen you can perfo
Page 319 and 320: 4. The Edit Task Type screen appear
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Page 323 and 324: Task View Options Managing Tasks 1.
Page 325 and 326: Managing Tasks Folder Displays thes
Page 327 and 328: emailing Tasks Editing a Task Colum
Page 329 and 330: NOTE Managing Tasks Several comment
Page 331 and 332: Deleting a Task Managing Tasks 3. T
Page 333 and 334: Task Module Toolbar Managing Tasks
Page 335 and 336: Blogs Ektron CMS400.NET User Manual
Page 337 and 338: Element Description Blog Workflow T
Page 339 and 340: Field Description 4. The Add a Blog
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Page 347 and 348: NOTE NOTE 5. Click Remove Last Subj
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NOTE Searching Blogs The following
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Unsubscribe to a Blog Blogs A messa
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Blog Posts Blogs 4. Select the Noti
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Item Description Title The headline
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See Also: ”Blog Posts” on page
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Blogs 3. If the user creating the p
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Deleting a Blog Post NOTE NOTE Blog
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Field Description Moderate Comments
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The Comment Form NOTE See ”Contro
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NOTE Adding a Comment NOTE This lea
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Deleting a Comment Approving a Comm
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Step Windows Live Writer Setup Scre
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Step Windows Live Writer Setup Scre
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Personalizing a Web Page IMPORTANT!
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Personalizing a Web Page Personaliz
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Editing Sequence Personalizing a We
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Editing Content Personalizing a Web
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NOTE Adding Content Personalizing a
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Deleting Content Minimizing a Conte
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The Page Catalog Personalizing a We
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My Workspace My Workspace A communi
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Documents • Message Board - see
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2. Click the Manage Folder Button (
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Deleting a Folder in My Workspace >
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Creating HTML Content in My Workspa
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My Workspace Moving and Copying Con
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My Workspace 8. A dialog box appear
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. My Workspace In the Workarea, Mes
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From the Inbox, you can: • view a
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4. Click the Reply button ( ). 5. T
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Message Board My Workspace The Mess
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My Workspace • Avatar - an image
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Managing Existing Colleagues To man
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My Workspace To invite a non-site u
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Performing a Basic User Search My W
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My Workspace filter. In the tags fi
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My Workspace 1. Search for a user a
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My Workspace 2. Place a check mark
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My Workspace • view community gro
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My Workspace 3. Click the Accept Co
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Photos My Workspace 5. Click OK to
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My Workspace 2. Click the folder’
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3. Click the Add Image button ( ).
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4. Click the Share Folder button (
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NOTE Finding Collections Working wi
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NOTE NOTE Column Title Description
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Working with Collections The screen
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Note Adding a Collection NOTE •
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NOTE Working with Collections the c
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NOTE Working with Collections • c
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NOTE 9. Create the content. Working
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Reordering Collections List Working
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• a foreign edition of an existin
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Display additional content informat
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NOTE Working with Menus For more in
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Managing Menus • the Workarea, by
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Working with Menus 6. Using the fol
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Field Description Working with Menu
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Adding a Menu via the Menus Module
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NOTE Working with Menus 3. In the V
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NOTE WARNING! Working with Menus 1.
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NOTE Working with Menus 1. Follow t
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Assign this type of content to the
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NOTE 5. Click Edit from the popup m
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• navigation link on a Web page S
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Viewing a Menu Working with Menus 1
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2. The Menus Report screen displays
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Deleting a Menu Working with Menus
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NOTE Working with Menus When moving
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These capabilities are described in
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Ektron CMS400.NET System Management
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Field Description Updating Your Use
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Field Description Updating Your Use
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Online Help Accessing Online Help O
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NOTE 1. Access the Workarea. 2. Fro
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NOTE eWebEditPro+XML Toolbar Introd
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Using eWebEdit400 Introduction to e
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Button Equivalent Keystroke Select
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Button Equivalent Keystroke Italic
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Button Equivalent Keystroke Insert
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Copying from Other Applications You
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Finding Text Finding and Replacing
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Considering the Case of a Search Te
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Checking Spelling NOTE The Spelling
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Checking Spelling • If you want t
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Working with Images 4. From the fol
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• border width • border color
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Field Description Working with Imag
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Setting a Border regular size enlar
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To align Click this Alignment optio
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Using Bookmarks Creating a Bookmark
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Using Bookmarks If you leave the Ta
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Using Hyperlinks NOTE Use hyperlink
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Testing a Hyperlink Using Hyperlink
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Editing a Hyperlink Removing a Hype
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Inserting email Links You can easil
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Working with HTML Viewing and Editi
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Working with Tables Creating a Tabl
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3. Click the mouse. At this point,
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Modifying Table Properties Working
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Accessibility Lets you assign acces
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Working with Tables Alternatively,
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NOTE Working with Tables To set the
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Specifying Table Width or Height by
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Alignment Example center Working wi
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3. Select Set Table Properties. 4.
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Then, click the top left choice (ci
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Setting Table Borders Border type U
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1. Click the question mark in the t
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NOTE Working with Tables 5. Use the
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Modifying a Single Cell Modifying S
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Deleting a Cell Working with Table
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5. A color selection box appears. 6
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Spanning More than One Row or Colum
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Splitting a Cell To set cell alignm
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Word Wrap Working with Table Cells
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Assigning Cell Padding and Spacing
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Accessibility Dialog 4. Click Set T
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Working with Table Cells 1. Select
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Working with HTML Forms This chapte
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NOTE NOTE NOTE Working with HTML Fo
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Composing the Postback Message Work
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Working with HTML Forms To modify a
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Working with HTML Forms 3. Choose w
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Chart Type Description Sample Combi
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The Form Toolbar Options Adding a F
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Button or Tab Description Working w
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Inserting a Checkbox Field Fields o
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3. Click the Text field button ( ).
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Fields on the Text Field Dialog - V
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Option Characteristics of Valid Res
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Option Characteristics of Valid Res
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NOTE - maximum length (usually for
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Working with HTML Forms 7. Click Ma
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Inserting a Choices Field Working w
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Field Description Inserting a Calen
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Field Description Fields on the Cal
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Toolbar Button Working with HTML Fo
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Implementing a Form on a Web Page A
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Task Information Working with HTML
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NOTE Working With Polls Working wit
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NOTE NOTE Working with HTML Forms
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Working with HTML Forms 10. Once pu
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Working with HTML Forms 5. Choose B
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Using eWebEditPro+XML Introduction
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Creating a Sample Web Page To creat
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Changing the Size of Text Creating
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Toolbar Buttons • To select a sin
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Button Equivalent Keystroke Copy Pa
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Button Equivalent Keystroke Data De
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Button Equivalent Keystroke Backgro
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Button Function Below Text Text Dir
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Miscellaneous Toolbar Button Equiva
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Customizing Your Toolbar The eWebEd
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Removing or Adding Menu Items NOTE
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Using the Customize Toolbar Dialog
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2. Right click the mouse. 3. A drop
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Changing the Menu’s Orientation T
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The Context Sensitive Menu Menu Opt
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Using eWebEditPro+XML’s Advanced
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Finding and Replacing Text NOTE Fin
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To search from the cursor location
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Checking Spelling The eWebEditPro+X
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The Spelling Dialog Box The Spellin
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Checking Spelling Specifically, you
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Editing in Microsoft Word 8. When d
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Inserting Images To insert a pictur
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Inserting Images You can also acces
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Inserting Images Pictures that you
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NOTE Inserting Images 3. Click in t
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You can also use the Picture Proper
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Aligning the Picture dialog box. He
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To align Click this in the Alignmen
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Inserting Images For information ab
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Editing Images NOTE Using WebImageF
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Saving the Image Editing Images Onc
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Toolbar Button View Menu Options To
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Annotation Menu Options Toolbar But
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Choose Color Standard Toolbar Butto
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Color Depth Standard Toolbar Button
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Copy Standard Toolbar Button Descri
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Dialog Box Exit Standard Toolbar Bu
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Horizontal Flip Standard Toolbar Bu
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Open Standard Toolbar Button Descri
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Dialog Box Paste as New Image Stand
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Rectangle Standard Toolbar Button D
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Rotate Standard Toolbar Button Desc
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Dialog Box Select Standard Toolbar
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Editing Images The following table
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Undo Standard Toolbar Button Descri
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Introduction to Tables Sometimes, t
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Deleting a Table When creating a ta
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Table Dialog Boxes and Menus This s
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The Table Properties Dialog Box Tab
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The Cell Properties Dialog Box Tabl
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Table Dialog Boxes and Menus All it
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Manipulating Your Table’s Format
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NOTE Manipulating Your Table’s Fo
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Specifying Table Width by Pixels Ma
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the Width field. Specifying Horizon
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Specifying a Table’s Background C
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Specifying a Background Image for a
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Page 767 and 768:
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Inserting a Cell Working with Table
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Before After Setting a Cell’s Bor
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Working with Table Cells 2. Click T
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Working with Table Cells • If the
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Spanning More than One Row or Colum
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Setting Vertical Alignment Working
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Splitting a Cell 6. Click your choi
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Word Wrap 2. Click the Insert Table
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Assigning Cell Spacing Working with
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1. Select the bookmark text or imag
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Changing the Destination Window Usi
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Using a Quicklink Using Hyperlinks
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Testing a Hyperlink Using Hyperlink
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Removing a Hyperlink Using Hyperlin
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Working with HTML 2. The HTML code
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Inserting Content from MS Office Wo
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Using the Wiki Button Using Ektron
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Using Ektron CMS400.NET’s Wiki Fe
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Using Ektron CMS400.NET’s Wiki Fe
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Using eWebEditPro+XML without a Mou
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Section 508 Tables Section 508 Comp
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NOTE 3. Click the Tables button ( )
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Section 508 Compliance After you co
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Field Description Section 508 Compl
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WARNING! Inserting Comments within
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Inserting Comments within Content 1
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Letter Border Color D Pending Delet
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Appendix A: Content Statuses Button
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Submitted Content Appendix A: Conte
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Button Name Description The table b
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Index Note: All eWebEdit400 entries
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document, document management featu
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emoving 773 testing 771 to a bookma
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searchable properties creating 79 e
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