Creating A New Document

By January 15, 2017Wiki

1. Creating a blank document

All documents are defined as “posts”. To begin creating a new post, you can either hover over the “+ New” menu item in the top menu bar, or by clicking “Add New” under the Posts menu item on the left sidebar.

2. Document Setup

Upon entering the Post Editor, you’ll be greeted with two columns (they appear in a single rwo, stacked on mobile devices). The larger main column contains your Title and the documents body, which is discussed below.


We begin by entering the document’s title.


This is auto-generated from the title. This becomes the URL for the page. You can manually edit the permalink by using the edit button.

Page Builder / Classic Mode

By default, posts are built out using Classic Mode. Page Builder is substantially more complex. Please do so at your own risk, and save your document prior to doing so.

Add Media

Opens the media upload dialogue. You can upload images here.

Visual / Text Tabs

By default, WordPress will show you a rough visual representation of how your page will look in the editor. If you prefer to see the HTML markup, you can change it to the text setting.


Paragraphs are automatically created and managed. By pressing Enter, you’re creating a new paragraph. Paragraphs automatically wrap text to multiple lines when displayed on the website.

This is a new paragraph. You can force a new line in a paragraph by using line breaks. Line breaks can be created by pressing SHIFT+Enter.
This is still part of the second paragraph.

Bold and Italicize

You can stylize words using bold and italicize by highlighting words using the B and I icons.


You can create bullet points or ordered lists by using the two icons displayed in the screenshot.


Blockquotes can be created using the blockquote icon.



There are two ways to crate links to another page. Begin by clicking the link icon. A dialogue box will appear in the page editor.

If the page exists as a post within this site, you can enter it’s Title and WordPress will search, and if it finds a match, will autocomplete the link for you. If the permalink for that post is changed, WordPress is smart enough to automatically change internal links on all pages pointing to that post.

If the page exists outside of the site, you can enter in a URL here (ex. ). This will create a link pointing to an external resource.


More information about editing posts can be found in the WordPress Codex.

2.1. Media Upload

Uploading imagery to the site is a simple process, as is embedding video elements discussed below.

Add Media

You can upload images to the website via the Add Media button. From there, you can insert an existing media item by clicking the Media Library tab, or by uploading a new image using the Upload Files tab.

To ensure your image displays properly, use JPG, GIF, or PNG formats. Other formats can be uploaded, like PDF documents, but not all file formats render inside of a web browser properly.

Attachment Details

There are several fields that may appear in the right column once an image has been selected for insertion. You can ignore these.

More information about attachment details can be found in the WordPress Codex

Display Settings

Alignment will define whether the image is floated to the left or right with text flowing around it, or centered to the screen.

You can create an image link by selection an option from the dropdown if you want the image to be clickable.

Lastly is the image size. After an image is uploaded to WordPress, four copies of the image are generated at different sizes, allowing for shrinking of larger image sizes.

Once you have finished editing your image, you can finish by clicking Insert into Post

Video and Other Embeds

WordPress has built in embed functionality. When including a YouTube or  Vimeo link. It will attempt to embed the content for you. A complete list of auto-embeds is available in the link below.

You may also use the copy and paste embeds provided by YouTube and other external sites.


More information on embeds can be found here, along with a complete support list.

3. Editing Your Document

Now that you’ve completed your document, you’re ready to save and publish it. The following documentation explains the right column and how to save, publish, and rollback your document in the event of a mistake.


Should remain Published for all users to view document.


Should remain Public to allow all users to view document.


This will appear after a document has been saved, and then edited. In the event you want to revert a document, you can Browse through all previously saved iterations.

Published On

By default, documents are published immediately – however – if you’d like to set a document to be published at a future date, you can do so here.

Move to Trash

This will move a document to a trash folder. This is like a “Recycle Bin” in that it will not permanently delete the document.


Not used.


Wiki – Documents are only visible to Employees

News – Documents are visible to Employees as well as Customers


Not used.

Featured Image

Using the image upload tool, you can define an image that will appear at the top of the page. Images should be in JPG, GIF, or PNG format.