School website service training and support

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 page or asset is selected.

Sites action toolbar

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.

  • Select Edit to open a page to make changes.

  • Unless critical, Lock should not used by Authors and Approvers. 

  • 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. 

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

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

Assets action toolbar

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

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

  • 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.

  • Select Properties to edit the filename in assets.

  • 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 is not used by Approvers or Authors at this time.

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

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

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

  • Select Unrelate to unrelate an asset from another asset.

  • 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.