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Actions toolbar

Use this guide to learn about the Actions toolbar that appears across the top of the screen in Sites and Assets when one or more items are selected.

Actions toolbar

The Actions toolbar is activated when you select a page or asset.

Sites action toolbar

Actions toolbar in sites

Create

Select Create to add a new page under an existing page.
All other options are not used by Approvers and Authors at this time.

Actions toolbar in sites

Edit

Select Edit to open a page to make changes.

Properties

Select Properties to edit the page title or the metadata description.

Analytics and Recommendations

Select Analytics and Recommendations to view the analytics for that particular page.

Lock

Select Lock to lock the page so that only you can edit it.
Select Unlock to allow anyone with access to edit the page.
Locked pages cannot be published or unlocked by anyone else. If you lock a page, be sure to unlock it again when you are finished editing.

Copy

Select Copy to duplicate a page to then paste it into another location.

Move

Select Move to move a page to another location.

Quick Publish

Select Quick Publish to allow an Approver to quickly publish a page.
If you are an Author, use the publish workflow to request that an Approver publish the page.

Ellipsis

The ellipsis appears when users view Adobe Experience Manager on a small screen.
Select the ellipsis to reveal hidden tools.

Manage Publication

Select Manage Publication to publish or unpublish more than one page at a time.

Delete

Select Delete to allow an Approver to delete a page.
If you are an Author, you will need to request the page to be unpublished by an Approver.

Assets action toolbar

Actions toolbar in assets

Create

Create is not used by Authors and Approvers at this time.

Download

Select Download to download the file and save it to your computer.

Checkout

Select Checkout to lock the asset so that only you can edit it.
Select Check-in after you have completed the changes.
Assets that have been checked-out cannot be published or unlocked by anyone else. If you checkout an asset, be sure to check-in the asset again when you are finished editing.

Properties

Select Properties to edit the file name in assets.

Annotate

Select Annotate to annotate a document or image to allow users to collaborate on, or review, an individual asset.
Users can set preferences for annotation colours to easily differentiate between users.
Annotations can be printed for offline review.

Manage Tags

Manage Tags is not used by Approvers or Authors at this time.

To Collection

Select To Collection to create a collection of assets that are all similar.

Copy

Select Copy to copy a document or image and paste it into another location.

Move

Select Move to move a document or image into another location.

Ellipsis

The ellipsis appears when users view Adobe Experience Manager on a small screen.
Select the ellipsis to reveal hidden tools.

Publish

Select Publish to publish a document or image.

Unpublish

Select Unpublish to unpublish a document or image.

Relate

Select Relate to relate an asset with another to make a collection of similar assets.

Unrelate

Select Unrelate to unrelate an asset from another asset.

Delete

Select Delete to delete a document or image.
If the asset is used as an image or link on a page, the asset cannot be deleted until the link has been removed.

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