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ExpressionEngine Client Guide

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ExpressionEngine Client Guide

As many of you know, we over at Headspace are big fans of ExpressionEngine. Whenever we train our clients on how to use their CMS, we also provide a printed and digital PDF which acts as a quick reference guide. This is great for when clients are trying to remember how to use certain functions of the CMS, and calling us isn’t convenient. This way they can simply look up how to do certain things like publishing content, posting images, etc.

I thought this might be of use to many of the ExpressionEngine designers and developers out there who would love to have a handy reference but don’t want to take the pain-staking time to write and design one themselves. Feel free to download the InDesign file, re-brand it to your company, change it till your hearts’ content and have a nice deliverable to give to clients when you’re done building their EE site. The InDesign file makes use of style sheets and master templates, so it shouldn’t be too hard to completely change the look of it. For license/copyright reasons, I could not include the font files. Write in the comment form if you have any questions.

Download the ExpressionEngine Client Guide

InDesign CS4

Table of Contents

What is ExpressionEngine?


Logging in

  • How ExpressionEngine works
  • Your login information
  • The control panel home page

Publishing Content

  • The publish tab
  • The title of the entry
  • URL titles
  • Entry dates
  • Expiry dates
  • SEO tab
  • Assigning categories
  • Editing categories

Entering and formatting text

    The formatting menu
  • HTML Tags
  • Spell check
  • Adding email links
  • Linking to different pages
  • Link titles
  • The title attribute
  • Uploading and adding
  • images or PDFs to content
  • Adding a previously uploaded file to your content
  • The image tag
  • Benefit of “alt”
  • Seeing the rendered page
  • Why you can’t control styling

Editing Content

  • Edit tab
  • Filtering results
  • Selecting multiple entries
  • Deleting entries
  • Editing multiple entries
  • What is a status?

Editing Images

  • Uploading a new image
  • Selecting a previously
  • uploaded image
  • Selecting an image
  • Resizing the image
  • Cropping
  • Rotating
  • Resaving the image
  • Adding images to entries

Viewing form data

  • Viewing entries
  • Exporting

Editing your account

  • Changine account details
  • Customizing your control panel

Giving Access to new users

  • Registering new members
  • Assigning privileges

Backup and Upgrades

  • Backing up your site
  • Updating to the latest version
  • Development and design changes
  • Templates
  • Modules
  • Extensions
  • Plugins
  • Other developers

Under the hood


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