How To Create And Manage Chapters And Pages In Guides

Candace Estelle
Candace Estelle
  • Updated

Summary

In the Guide solution, you can organize content by creating chapters that contain individual pages. Chapters serve as main categories to structure your pages effectively. Once a Chapter has been created pages can be nested within. 

Who?

This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.

Once CXUC (Content Experience For User Community) is enabled users with the Creator permission can manage content in the guides they create. Users with the Manager permission can manage the content in all guides. 

Why?

Managing your content within Guides is made easy with the chapter and page structure available. Users can customize all the content within Guides and customize the users who are able to see the content on a chapter level. By default, all users with access to the guide can view its chapters. However, users can customize chapter permissions to set different access levels from the guide itself. 

How?

Adding A Chapter To A Guide

  1. Create a new Guide or select an existing one.
  2. In the lefthand sidebar select +Add chapter and enter a Chapter title.

  3. Click Create.

Adding A Page To A Chapter

  1. Click + next to the chapter name where you want to add the page.
  2. Select a blank page or select a template. 
  3. Enter a name for the page and click Create.

Adding Content To Pages

  1. Hover below the page title of the page you wish to add content to, and add a section. A new section and widget picker will appear on the page.
    • By default, the section uses one column. To divide your content hover over the section, open the 1-column dropdown, and click one of the alternative layouts.
  2. Click the  add_content2.jpg button inside the page section and select one of the available widgets.
 

Moving Page Content

  1. Hover over the section with the content widget that you want to move.
  2. Click the  move_section_guidelines.png  button that appears in the top righthand corner of the section.
  3. Drag and drop the section to the position it needs to be located in.
 

Deleting Page Content

  1. Navigate to the page needing content deleted.
    • If applicable, click Edit Guide to enable the editing mode and ensure the Preview mode is disabled.
  2. Go to the element you want to delete, hover over the top right corner of the element and click the trashcan or x icon.
  3. Read the warning message and click Delete to remove the item permanently. This action cannot be undone.

Customizing A Pages Table Of Contents

  1. Enter edit mode of the page.
  2. Select the table of contents section within the Pages Tab.
    • The table of contents can be automatically generated by indexing all headings labeled as Anchor Link and Table of Contents elements on your page.
    • You can use the toggle switches to choose whether the table of contents appears in the sidebar, at the top of the page, or both.
      • Table of Contents: Select the toggle to display the Table of Contents in the sidebar.
      • Page: Select the toggle to display the table of contents at the top of the page
    • Users can apply the same heading text style to anchor sections.Screenshot 2024-11-14 at 1.53.45 PM.png
 

Editing A Chapter Or Page Title

  1. Double-click the chapter or page title, and rename the chapter.

     

  2. Click-out of the chapter or page title and it will automatically save your changes.
 

Moving A Chapter Or Page

Select the chapter or page you wish to move, then drag and drop it at the location you wish for the content to live. 

Deleting Chapters

  1. Hover over the chapter you want to delete.
  2.  Select  uuid-7db21885-08cc-89a1-bbc2-b29fe8ed5d92.png >Delete chapter.

  3. Review the message and then click Delete Chapter.

Note: When deleting a chapter, all nested pages and their content will also be removed. A deleted chapter and its content cannot be restored.

Sharing A Chapter

  1. Navigate to your Guide > Select the Chapter you want to share.
  2. Click the Edit Guide button.

  3. Hover over the chapter you want to share in the left sidebar, click, and click Share.
  4. Select the appropriate sharing option from the dropdown.

  5. Search for the user, user group, or permission profile you want to share the chapter and click the name to add it.
  6. Open the dropdown next to a user, user group, or permission profile and grant them the Viewer or Editor permissions based on their needs.
    • Repeat steps 5-6 when you need to share the chapter with others.
  7. Click Save changes.

Note: The permissions you can set on a chapter level can only be more restrictive than the permissions of the guide the chapter belongs to. For example, if your guide is Restricted, the chapters that belong to this guide can't be set to All users or Public. 

Sharing A Page

  1. Open the guide and find the page you want to share.
  2. Click the Edit Guide button.

  3. Ensure you are on the Page tab and select the button located in the bottom right.
  4. Select the appropriate sharing option from the dropdown.
  5. Search for the user, user group, or permission profile you want to share on the page and click their name to add it.
  6. Open the dropdown next to a user, user group, or permission profile and grant them the Viewer or Editor permissions based on their needs.

    • Repeat steps 5-6 when you need to share the page with others.
  7. Click Save Changes.

Related Articles

How To Create And Share Guides In CXUC

How To Create and Manage Themes in CX For User Community

How To Create Your Portal Homepage

Level: Proficient

Proficient-level articles are for users who have some prior Bynder knowledge. These articles require you to know the basics and may also require higher-level portal rights to accomplish the task outlined within the article. 

 
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