The ExpressionEngine 2 Client Guide is here

03.08.2011 | in Design & UX | by Kyle Racki

Back by popular demand, we're happy to present you with the second edition of the ExpressionEngine client guide. It is an attractive PDF instruction manual that developers can deliver to their clients as a handy reference for basic administrator functions of EE.

The original ExpressionEngine client guide was extremely popular, so I’ve decided to update it with new screenshots and information applicable to ExpressionEngine 2, released in 2010. In addition to supplying the PDF with Headspace branding, there is also the InDesign CS4 file (and CS3 Interchange) with linked images, so you can rebrand it till your heart’s content. I couldn’t include the font files for obvious legal reasons, but it uses mostly Helvetica Neue anyways.

I’ve included references to third party add-ons that I regularly use in almost all of the EE sites that I build. Some of these included Structure, Freeform and SEO Lite to name a few.

Download the ExpressionEngine 2.1 Client Guide

EE2 PDF Guide | ReBrandable InDesign CS4 Files

Screenshots

Table of Contents

What is ExpressionEngine? 3

• Overview of ExpressionEngine

Logging in 4

• How ExpressionEngine works 4
• Your login information 4
• The control panel home page 4
• YOUR LOGIN INFO 4

Creating and Editing Content 5

• Publishing Entries 5
• Editing Existing Entries 5
• Deleting Entries 6
• Structure Pages 7

Entry View 8

• Titles 8
• URL Title 8
• Custom Fields 8
• Content Editor 8
• Content Editor 9
• Placing images and PDF files in their own custom field 10
• Placing images and PDF files within text fields 11
• Multi-relationships 12
• Tags 12
• Date 13
• Structure Pages 13
• Revisions 14
• Options 14
• Categories 15
• SEO Lite 16

Comments 17

• Viewing 17
• Editing 17
• Deleting 17
• Banning 17

Multi-lingual sites 18

• Phrases 18
• Custom Fields 18

File Manager 19

• Directories 19
• Viewing Files (Sorting) 19
• Editing (Crop, Resize, Rotate) 20

Form Entries 21

• Entries 21
• Email Templates 21

Editing your account 22

• Changing account details 22
• Customizing your control panel 22

User and Member Access 23

• Viewing and Editing Members 23
• Registering new members 23
• Activating Pending members 23
• Editing Profiles, changing group 24
• Banning members 24

Backup and Upgrades 25

• Backing up your site 25
• Updating to the latest version 25
• Development and design changes 25

Under the hood 26

• Templates 26
• Modules, Extensions, Plugins 26
• Other developers 26  

• Web Design