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1. Site Builder v 2 1 9 30 11 ccH a Wolters Kluwer business Copyright 2000 2011 CCH INCORPORATED A Wolters Kluwer business All Right Reserved Material in this publication may not be reproduced or transmitted in any form or by any means without prior written permission Requests for that permission should be directed to CCH INCORPORATED 20101 Hamilton Avenue Suite 200 Torrance CA 90502 The contents of this publication are believed to be accurate However responsibility cannot be assumed for the information contained herein and the consequences resulting from the use thereof Material in this publication is subject to change without notice This User Manual and the computer software it describes are designed to provide accurate and authoritative information in regard to the subject matter covered They are distributed with the understanding that the publisher is not engaged in rendering accounting legal or other professional service If legal advice or other expert assistance is required the services of a competent professional should be sought ProSystem x is a registered trademark of CCH INCORPORATED Portions Copyright Novell Inc All rights reserved Windows is a registered trademark of Microsoft Corporation All other brand product or company names are trademarks or registered trademarks of their respective owners About Site Builder 1 Contents WEICOME one eeceeceecssessesssessesseesneesecsn2. retirement and estate planning Clients can also use the Financial Calculators to help assess financial position and learn better money management Business Owner s Toolkit The award winning Business Owner s Toolkit contains information tools sample documents and news that small business owners need to start run and grow a successful small business It offers the latest information on US business taxation legal matters and general tips to help business owners operate efficiently and effectively If you wish to have a demonstration of the Premium Content libraries please contact your CCH Site Builder Sales Representative or call the CCH Site Builder Sales Line at 877 876 2470 Share Newsletter The newsletter section of your website can stay up to date each month CCH Editors will create 5 to 7 newsletters each month which can automatically update within your Site Builder if desired Current News Newsletter Options You can choose several options Adding monthly Newsletters automatically to your site Adding Newsletters or Tax Alerts to display on your homepage Add custom Newsletters and determine their location on the page Create your own custom newsletters and add PDFs or files Current Newsletters The current monthly newsletters are listed here If you d like to remove a current newsletter simply uncheck the box Newsletter Library This is a library of past articles Standard package subscribers may
3. Style Select your site style from a wide array of color combinations themes and header images Overview Firm Info Personalize your site with your firm logo office location information and staff member s bios and photos Select the services your firm provides from a long list of pre set text modify the pre set services and descriptions or create your own custom services Info Center Choose to include tax deadlines for individual state and business filings a fillable client organizer firm events and IRS Forms and Publications Here you may also add premium content libraries consisting of the comprehensive Tax Guide Individual and Business Life Cycle Brochures and award winning Business Owners Toolkit and Financial Planning Toolkit Newsletter Contains newsletters tax briefings state and federal tax alerts You may also add your own custom newsletters here Standard package subscribers will also have access to a newsletter archive Financial Tools Includes over 180 powerful interactive financial calculators that will allow your clients to perform basic financial analysis Links Choose from a list of pre set links to online resources Add additional links of your own to other valuable websites Modules Additional options designed to enhance the function of your website and collaboration with your clients Your choices include File Share Lead Generator GainsKeeper Tax Notebook ProSystem fx Portal eNewslett
4. You can modify the text further to brand your website to your firm s unique vision Site Builder Styles are ready to launch Your site will stay up to date with our dynamic content services included in your website purchase Custom Website Work with a member of our inventive and accomplished Web Design Team Let CCH help bring your unique vision to the web by working together to create a fully custom website for your firm eContent Integration for Existing Websites Add tax reference material and financial resources to your existing website with CCH Site Builder eContent Adding dynamic content to your website encourages your clients to visit regularly for answers and advice on their own anytime so you can focus on more profitable engagements Offering premium content and tools free to your clients will enable you to compete with large financial services institutions Contact Information CCH Site Builder CCH Incorporated 20101 Hamilton Avenue Suite 200 Torrance CA 90502 CCHSiteBuilder wkglobal com Customer Support 877 393 2874 Option 1 8 00 AM CST to 7 00 PM CST To Order Services 877 876 2470 e The features of your Site Builder Website are controlled by an easy to use Wizard Site Builder At the top of each of the pages of the Wizard is an Advanced Navigation Bar in Wiza rd blue Use this bar to navigate to different options or use the Next and Back buttons at the bottom of the Wizard pages Select Site
5. add as many or as few as desired The articles are listed chronologically in order of their date of release You can use the search bar to search through the archive for specific topics Click on your newsletters you wish to review Select Newsletters to add them You can remove them at any time Chosen Newsletters will appear at the top of the list when the page is refreshed Custom Newsletters Add your own newsletter here Copy and paste your newsletter from your word editor or follow the simple WYSIWYG instructions to include your own custom newsletter Tax Alerts Tax Alerts compel your clients to take action Your website will by default toggle on the state in which you reside To add additional state content toggle on all the states where your clients have a presence or an interest Informative federal and state specific Tax Alerts Customize the Tax Alerts for states where your clients have a presence Simply check the box next to the states you want to add Tax Alert options This is where the current Tax Alerts are listed If you want to remove a current Tax Alert simply uncheck the box You can also choose to add the Tax Alerts to your home page here Please remember you can only display Tax Alerts or Newsletters on your home page not both Provide Financial Calculators Financial Tools The up to date interactive Financial Tools available in your Site Builder Website will allow your cli
6. color drop down will open a popup window giving you more advanced options for selecting a color Picker A graphic color spectrum for choosing color and brightness 1 With your mouse select a color in the large spectrum window 2 Select the brightness of the color in the right hand column 3 Click Apply Palette Similar to the initial color drop down but with more options 1 With your mouse select a color out of the palette 2 Click Apply Named Same as the palette but also includes the color name in text below the color options appears on mouse over of colors Accessibility 1 With your mouse select a color out of the palette 2 Click Apply 19 Color hexadecimal code entry Allows you to enter a hexadecimal code for a color 1 Enter code 2 Click Apply Lists Unordered List creates a bullet list 1 Click Unordered List button 2 Enter first item text 3 Press enter 4 Enter second item text 5 Etc 6 Press enter twice to exit unordered list Or 1 Type multiple text items each on its own line 2 Highlight desired lines 3 Click Unordered List button 4 Press enter twice to exit unordered list NOTE To create a subset of items press tab or click the Indent button Ordered List creates a numbered list of items 1 Click Ordered List button 2 Enter first item text 3 Press enter 4 Enter second item text 5 Etc 6 Press enter twice to exit ordered list Or 1 Type multi
7. TE This is a basic plaintext editor It does not retain syntax formatting File Manager manage uploaded files This feature allows you to upload files from your computer to your server This can be used for uploading images PDF documents and other dynamic media Insert horizontal ruler adds a line break with a line Remove Formatting remove some HTML styling formatting 1 Highlight desired text 2 Click Remove Formatting button Toggle Guidelines invisible elements Subscript Superscript Click button to begin typing in superscript text Click button again to stop typing in superscript text Or Highlight desired text and click button to superscript Click button again to un superscript Insert Custom Character insert an ASCII character 1 Click the Insert custom character button 2 Click the desired character to insert into document Paste as plaintext paste current copy on the clipboard without formatting 1 Click Paste as plaintext 2 Paste text into window Paste from Word paste formatted text from Word and retain formatting 1 Click Paste from word 2 Paste text into popup window 3 Click insert 23
8. at You Get text editors appear throughout the Wizard They allow users to format text in much the same way that traditional word processors do but with added web related functions All of the WYSIWYGs in the Wizard behave the same with one exception as noted below the Calendar Editor has reduced functionality Inserting an Image 1 Click on the Insert edit image toolbar button 2 If you are using an image hosted elsewhere you can insert the URL path to that image in the Image URL field and skip to step 9 If you d like to upload an image from your computer continue 3 Click the Browse button The File Manager will pop up 4 If your file is already in the list onscreen skip to step 8 Otherwise click the Upload tab 5 Click Browse and find the file on your computer 6 You can upload multiple files at once by clicking the Add Upload button 7 When you ve selected all the files on your computer you d like to upload click the Upload button The window will automatically redirect you to the file list page 8 Click the green arrow next to the image you would like to insert and the window will close out taking you back to the original pop up 9 Click Insert Inserting a PDF or Other File 1 Click the hyperlink button as seen here 2 Click the Browse button The File manager will pop up 3 If your file is already in the list onscreen skip to step 6 Otherwise click the Upload tab 4 You can upload multiple files a
9. ations and Client Organizer Events Calendar The interactive calendar highlights federal and state tax due dates special firm events and other important dates The calendar is continually updated so check back often to keep track of filing requirements deadlines and other events that will help you stay current and up to date Tax Events Including the Tax Events in your Events Calendar will keep your clients informed of important tax deadlines for individual business and state filings Check the boxes next to the states where your clients have a presence for both business and individual deadlines Firm Events Here you can add any other firm or various events you would like to be on your site s Event Calendar These events may include speaking engagements seminars or holidays Federal Tax Forms amp IRS Publications Browse this online tax forms library to find IRS forms which you are able to download The forms are presented in PDF format and are acceptable for filing with the IRS You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues These publications are written in a plain language format specifically for use by taxpayers Client Tax Organizer A tax organizer can facilitate the process of pulling together a client s tax information This basic tax organizer is designed for new clients and allows them to enter their information
10. aved the changes desired and paid any open invoices you are ready to publish your website to the Web Simply select Publish under Site Design 14 Support This is the area for various support related items Feedback This is a resource for you to provide feedback on your Site Builder Website If you would like to contact Site Builder with suggestions for enhancements or for improving your experience we welcome your input Contact Us This area in the Site Builder wizard contains options for contacting your Site Builder Support Team For questions please contact us at 877 393 2874 or email CCHSiteBuilder wkglobal com Billing Area Your Billing Area allows you to manage your Site Builder account This section provides a brief overview of your account including any open support requests and paid or unpaid invoices If you wish to order anew module add Premium Content to your Site Builder purchase Design Services or increase File Share space please contact your Site Builder Sales Representative or call 877 876 2470 In this section you have access to the main root pages of your site to make edits You can personalize your site even further by modifying or changing the default text Using the WYSIWYG Editor Tools you can add elements of style formatting and photos to make your site uniquely branded to your firm s image 15 Tal dl ye dela BB introduction to the WYSIWYG Editor Yo ur Site WYSIWYG or What You See Is Wh
11. e in the current window Open in new window automatically creates a popup window with the linked page Open in parent window frame and Open in top are methods used for frames and do not apply to site builder sites Title It s good practice to add in a brief description of the link here When the user mouses over the link a small text box will pop up next to their cursor with this text Class Advanced Users Used for CSS styling The Popup Events and Advanced tabs are for advanced users 21 Popup Provides advanced options for controlling the behavior and style of the popup window Events Offers an array of forms for various common JavaScript events It can be used for creating dynamic animations based on user input Advanced Various advanced options for controlling the style and behavior of the hyperlink Unlink Clicking Unlink will return the selected text to plaintext You can edit links by clicking the cursor on a link and then click the Insert edit link button Anchor create a reference point for jumplinks Using hyperlinks you can link to different parts of the page This is particularly handy for jumping down to a specific section of a long webpage This button will create a reference point or a location for a hyperlink to jump to 1 Click the Anchor button 2 Name the anchor 3 To link to the anchor follow the steps under Insert edit Link Unlink Insert edit image Add images and control h
12. ents and prospective clients perform basic financial analysis on every day questions from ls it better to lease or buy a car to What kind of payroll deductions should take Choose from over 180 interactive financial tools each of which includes definitions of terms easy to understand language and cutting edge graphics All calculators are selected when your site is first set up 10 Share Links Links By adding links to your Site Builder Website you will be able to provide your clients and prospects with valuable internet resources From news resources to the IRS sites for checking for tax refund status this page offers you a great way to provide your clients with convenient resources You may use the simple WYSIWYG to create custom links 11 Dace Cela Modules Site with Site Builder Modules will allow you to plug in resources or tools that will further Modules enhance your website ProSystem fx Portal ProSystem fx Portal is a secure collaboration and communications hub between a firm and its clients By adding this storage based module to your Site Builder Website you can securely exchange confidential documents and files increase customer service and decrease printing and shipping costs Clients who are used to doing their banking online will enjoy the convenience of being able to access their files through your Portal 24 7 eNewsletters eNewsletters is an easy to use yet powerful tool that a
13. ers and Social Media Site Design Add pages and subpages to your site with standard subscription Edit your pages with personalized content Take advantage of expansive search engine optimization Publish your website to be live on the web YA Yaar Bi i Site Style Options St e Select the template color scheme header image and navigational buttons that y best meet your vision for your Site Builder website If desired scroll through the 60 template options on the left hand side of the page Click the largest thumbnail of the selected template for a quick larger view To view the template for your site click Preview Site at the bottom of the page Each template will have different color schemes header images and navigational button choices on the right hand side of the page Be sure to click the arrow for more header image options If you would like assistance adding a custom header that is unique to your firm please see the Site Branding instructions on the next page or contact your Site Builder Account Sales Representative for more information Pela l AV TI TAN Site Branding Options S it Site Branding allows you to add your firm s Site Title Subtitle Footer Message te Logo and Header to your website Click on Update Firm Information to begin Site Title Insert your firm name here e g Davis Campbell Hollister CPAs Subtitle Add a subtitle to describe your business e g Certified Public Accountant
14. esnecuecsncsnscuecsncsnecuecsussnecsessussnecsessussuessessusenecseeseeeneess 1 About COP i x 5 5444440540 ki aka se Wer ee Kelek WA Ken e AN 1 evra ry DD eee ee 1 Site Builder Wizard Overview 3 Select Site Style Firm Infe n ze yer DoD_ ee_oebbnb Newsletter geo r r _ me 3 Financial Tools oi eeseececseessesseessecseessecsecsnesuecsecsnesuecsecsnecsecsnssnecuessussnecseseneeneeseesneenees 3 Bin yy DD DD Dr rrr 3 Walellll SN Das HHHH HHHH HI 3 Site DOSIQID e ceecceeecseessseessseeessseesnscesnscesnscesnsecsnscesnscssnecssseessseessscesussesnecesneeesneceaneeesees 3 Select a Site Style 4 Brand Your Site 5 Add Firm Info 6 Use CCH Generated Info 7 Share Current News 9 Provide Financial Calculators 10 Share Links 11 Extend Your Site with Modules 12 Change Details About Your Site 14 Contact Support 15 Edit Text on Your Site 16 Introduction to the WYSIWYG Editor reee 16 T Xt SING ens S R E RE EEST 16 Body Text Formati sena 17 Font Color amp Formattirng ss ssisissssissssrssssssarissssssrisssssarionsssnrisanssasisnrasariserasatsr 19 ESIS Er ar nee 20 Indentation EEEO 21 WYSIWYG Cont eccceccecsscssssssesssesssessuecsuecsuesssecssecsuecsnecssecsnecsuecsuecsneesneesneesees 21 HTML Elements ii About Site Welcome B uilder Congratulations on launching your new CCH Site Builder Website subscription CCH Site Builder is the premier website solut
15. ion for tax accounting and financial professionals We specialize in website design and development dynamic eContent services and secure client portals With professional website services from CCH Site Builder you can enhance your firm s online image and attract new clients while providing existing and prospective clients with relevant up to date resources We are committed to helping you receive the maximum value from your new CCH Site Builder subscription and will supply the tools you need to achieve all of this and so much more About CCH CCH a Wolters Kluwer business is the leading provider of tax accounting and audit information software website and portal solutions for professionals in the tax accounting and financial industries CCH is part of the global tax and accounting leader Wolters Kluwer Tax amp Accounting Founded in 1913 five generations of professionals have relied on CCH products to keep current with the ever changing business world Among our market leading solutions are CCH Site Builder ProSystem fx Suite CorpSystem IntelliConnect Accounting Research Manager and U S Master Tax Guide CCH solutions are delivered in a wide range of media including new SaaS applications to ensure customers can serve their clients anywhere anytime Overview CCH Site Builder is available in the following formats Template Website Choose from numerous color combinations themes and header images
16. is area to personalize your website to perfectly represent your firm Show off O your partners contacts unique services and multiple offices with driving directions if you choose Firm Info Profile This page will appear on the Firm Profile page of your website You can choose to update your firm information from the pre set text or personalize it further You can add a mission statement your unique expertise or discuss the history of your firm Using the simple WYSIWYG you can add elements of formatting and style You also have the ability to add photos to the firm profile such as pictures of your partners staff or office Firm Info Firm Offices amp Contacts This section allows you to add multiple office locations contacts photos and biographies If you have multiple office locations click Add New Office and fill in the desired information You can also add a new contact by clicking Add New Contact Firm Info Client Services You may pick and choose from the list of services provided add your own unique services edit or re order the services listed Use CCH Info Center Generated The Info Center includes up to date content that allows you to provide valuable information and resources for visitors current clients and prospective clients Info Basic and Standard Package Info Center Content Note The items included in your standard package Info Center are the Events Calendar Federal Tax Forms IRS Public
17. l media websites like Facebook Twitter YouTube and LinkedIn to direct traffic to your firm s profile on these sites You can also integrate a Facebook Like button so users can help spread the word about your business Tax Notebook Users of CCH Incorporated s ProSystem fx Tax preparation software can add the Tax Notebook Online Organizer banner to the homepage of their website Tax Notebook s online tax organizer will help your firm eliminate the administrative and mailing costs associated with paper tax organizers and enjoy the secure transfer of data with your clients via the Internet If you have questions regarding Tax Notebook please contact your Site Builder Sales Representative and they can provide you with further information or call the Site Builder Sales Line at 877 876 2470 Your Firm s ProSystem fx Tax five digit account number will be needed to correctly set up this module 13 Change Site Design Det il This is a more advanced section of the Wizard You can completely customize your alls website with these tools You are also able to add pages rename and edit both the default content and any additional pages you create You can take control of your About You r Search Engine Optimization or you can call and let our experienced and expert S ite support team assist you Most importantly this is where you publish your completed personalized and professional web presence Page Headers In this section you have acces
18. llows you to manage and send out automatically generated emails to users of your site After placing a sign up form on your site users can opt into the system and receive monthly updates from your firm eNewsletters can be used with no customization on your part but if you want to personalize eNewsletters you can alter the generated mail Customizations can be as simple as adding a salutation to generated emails or as complex as adding a whole new article File Share File Share is a secure online document sharing application that leverages the convenience and flexibility of the Internet It is included with your Standard Package subscription allows you to provide secure shared access to critical files and documents for your clients partners and associates anytime anywhere using an Internet browser If you are currently a subscriber to the Site Builder Basic Package you will not have File Share however you can request more information from your CCH Site Builder Account Sales Representative or by calling the Site Builder Sales line at 877 876 2470 GainsKeeper GainsKeeper calculates tracks and reports corporate actions cost basis capital gains amp losses and wash sales Additionally it generates the IRS Schedule D and Schedule D 1 and reports on broad based section 1256 Form 6781 options By activating this module you will provide your clients the ability to aggregate investments from multiple accounts into a single location F
19. ow they appear in the content This button will bring up a popup window with three tabs General Tab Image URL required If you are using an image hosted elsewhere you can insert the URL path to that image in this field If you d like to upload an image from your computer follow the instructions at the top of this guide under Insert an image or PDF link Image Description Write a brief title for the image you ve uploaded This text will appear to users who cannot view images in their browser Title Used for advanced selecting in styling and dynamic scripting Appearance Tab Alignment Control how you d like the image to appear within the text You can explore the different options by selecting from the drop down and viewing the preview Dimensions width x height Change the size of your image The constrain checkbox will ensure your width to height ratio remains constant in order to prevent image warping Vertical Space Horizontal Space pixels Control the margins that surround your image Border pixels put a border on your image This is a numeric entry that controls the thickness of your image border Style Advanced inserts inline CSS styling with the image Advanced Tab Swap Image Display different images on mouse over and mouse out Miscellaneous various advanced image options for controlling style and linking 22 Edit HTML Source Advanced edit the HTML code for this section NO
20. paragraph after it has been typed place the cursor anywhere in desired paragraph and click the Align Left button Or To left align multiple paragraphs after they have been typed highlight desired text and click the Align Left button NOTE The left align button changes the alignment for an entire paragraph To delineate the end of one paragraph and the beginning of a new one press enter This will automatically add a margin between paragraphs Align Center center align current paragraph Click button to begin typing center aligned text Or To center align a single paragraph after it has been typed place the cursor anywhere in desired paragraph and click the Align Center button Or To center align multiple paragraphs after they have been typed highlight desired text and click the Align center button NOTE The left align button changes the alignment for an entire paragraph To delineate the end of one paragraph and the beginning of a new one press enter This will automatically add a margin between paragraphs 17 Align Right align current paragraph to the right margin Click button to begin typing right aligned text Or To right align a single paragraph after it has been typed place the cursor anywhere in desired paragraph and click the Align Right button Or To right align multiple paragraphs after they have been typed highlight desired text and click the Align Right button NOTE The right align bu
21. ple text items each on its own line 2 Highlight desired lines 3 Click Ordered List button 4 Press enter twice to exit ordered list NOTE To create a subset of items press tab or click the Indent button 20 Indentation Outdent Indent change the indentation of the paragraph or list item Click button to begin typing indented text Or Highlight desired text and select font face NOTE This button indents entire paragraphs WYSIWYG Control Undo Redo Click buttons to undo or redo latest edits HTML Elements Insert edit Link Unlink convert text to a clickable link This is used for creating hyperlinks On the front end text will be rendered as a clickable link directing users to other pages or sites You can also use this button to link to files you upload to your site and as jumplinks to Anchors on the same page Highlight text and click the Insert Edit Link button This will bring up a popup window where you can fill in the following information Link URL required Enter in the URL of the page or website here For linking to files click the Browse button and select a file to link to Anchors As an alternative to linking to sites or files you can link to different parts of the page This is particularly handy for jumping down to a specific section of a long webpage Target You can select how the browser will navigate to the linked page Open in this window default navigates to the linked pag
22. right on the screen They can then print the completed tax organizer and fax or mail it to your firm Current clients should contact the office to request a proforma tax organizer that includes prior year information and carryover data Premium Package Info Center Content Additional premium content libraries are available for your Info Center These guides and toolkits will enable you to provide your clients and prospects with straightforward explanations on any tax issue related to their personal and business needs Premium content can be purchased through the wizard at competitive pricing Life Cycle Events Handy online guides to understanding taxes in your personal and business life with the most up to date tax resources and online technology put together in a plain language reader friendly format They incorporate the latest tax laws out of Washington DC along with rulings and decisions from the IRS and the federal courts Tax Guide This information is provided in an effort to help your clients gather and organize the information necessary to file their individual or small business income tax return The Tax Guide offers clear and simple explanations of the tax issues that they re likely to encounter and includes dozens of examples and tips Financial Planning Toolkit The Financial Planning Toolkit contains information to manage one s personal finances including investments insurance risk and asset management strategies and tax
23. rom there cost basis is automatically tracked and adjusted for corporate actions splits mergers etc as well as wash sales Provides full capital gain calculations for the Schedule D as well as tax smart trade advice and asset allocation Your clients can use GainsKeeper a number of times before being prompted to subscribe Lead Generator Lead Generator will allow your clients and prospective clients to ask you a question or send you a comment by clicking on a button within your Site Builder You determine the email address or addresses you would like associated with the Questions or Comments button If you may provide multiple staff member emails the names will appear ina drop down menu When a client or prospect fills out the form the specified person will receive an email The Lead Generator form is stylized to match your website Visitor s Contact History The Lead Generator Visitor Contact History is available through the Site Builder wizard Lead Generator collects every user s information and lists it here This data can be exported into an Excel spreadsheet or used to email the visitors from within the wizard 12 Social Media Social Media allows you to leverage the marketing potential of websites that your users already traffic By meeting users where they travel most on the Internet social networking provides an integrated and active connection between you and your customers Site Builder taps into the most popular socia
24. s or Enrolled Agent Footer Message This is the short snippet that appears at the bottom of each page You can use this to add your phone number and address a message about how long you ve been in business or your firm s hours For each title line you may change the font family size and color You may also add characteristics such as bold underline or italics Logo You have the ability to add your firm s logo here Some logos may need to be re sized or reformatted to appear properly in the template of your choice Our dedicated and professional design team can assist with this process for a nominal fee Header You may also add your own unique header to the template here An example would be your cityscape or a panoramic photo of your region or office The size requirement varies for each site style Adding a custom header may require assistance from our dedicated design team for a nominal fee IMPORTANT TIP Any time you make edits click the Accept or Save buttons If you forget to do this you will lose your changes Custom Website Services CCH Site Builder has a team of cutting edge Web designers available to assist you in creating a unique branded website that meets your firm s vision Custom design services vary in price dependent on the requests and will require a quote Please contact your CCH Site Builder Sales Representative for more information or call 877 876 2470 Add Firm Firm Info nf Use th
25. s to the main root pages of your site to make edits You can personalize your site even further by modifying or changing the default text Using the WYSIWYG Editor Tools you can add elements of style formatting and photos to make your site uniquely branded to your firm s image Add Rename Pages With your subscription of the Standard Package you have the ability to add and modify root pages and subpages Your standard template will accommodate 12 root pages and up to 30 subpages You may rename and reorder pages as well If you should need more than the total of 42 pages your Site Builder accommodates please contact your Account Sales Representative or call the General Sales Line at 877 876 2470 Edit Custom Pages Once you create a custom page you can access the Custom Page headers to make edits here In addition to the content you create you can use the WYSIWYG Editor Tools to add elements of style formatting and photos SEO Configuration CCH Site Builder provides you with all of the tools you need to achieve the highest search engine ranking possible In this section you can add specific keywords and page descriptions to each individual page of your website This will help increase your visibility in search engines and drive traffic to your firm s website Filling out this page in detail is very important if you are interested in growing your practice and attracting more clients Publish Once you have made your edits accepted s
26. t once by clicking the Add Upload button 5 When you ve selected all the files on your computer you d like to upload click the Upload button The window will automatically redirect you to the file list page 6 Click the green arrow next to the image you d like to insert and the window will close out taking you back to the original pop up 7 Click Insert Text Styling Bold Bold the text Click button to begin typing in bold Click button again to stop typing in bold Or Highlight desired text and click button to bold Click button again to un bold 16 Italic Italicize the text Click button to begin typing in italics Click button again to stop typing in italics Or Highlight desired text and click button to italicize Click button again to un italicize Underline Render a line under the text Click button to begin typing underlined text Click button again to stop typing in underlined text Or Highlight desired text and click button to underline Click button again to remove underline Strikethrough Put a line through the text Click button to begin typing strikethrough text Click button again to stop typing in strikethrough text Or Highlight desired text and click button to underline Click button again to remove underline Body Text Formatting Align Left align the current paragraph text to the left margin Click button to begin typing left aligned text Or To left align a single
27. tted in a way that is ideal for writing conventional paragraphs Address Indicates text that is an address Preformatted This is used for showing text exactly as you type it bypassing any rendering of code by the browser This is often used to post snippets of code Heading tags 1 6 indicate different levels in content hierarchy Such said hierarchy can be equated to that of an outline with 1 being the broadest topic heading and 6 being most specific These heading tags are automatically formatted by the site at times featuring predetermined customized style created by the designer of the site template NOTE Heading tags create block elements creating a line break after the text Select option to begin typing content type Or Highlight desired text and select content type 18 Font Color amp Formatting Font family Drop Down Changes the font face or overall style of the text This is a list of web safe fonts which are common fonts that can be found on most users computers Select option to begin typing in the font face Or Highlight desired text and select font face Font Size change the size of the font Select option to begin typing text at that size Or Highlight desired text and select font size Select text color changes the font color Select color to begin typing text in that color Or Highlight desired text and select color More colors Selecting More colors in the
28. tton changes the alignment for an entire paragraph To delineate the end of one paragraph and the beginning of a new one press enter This will automatically add a margin between paragraphs Align Full Justified space text to where the body of text stretches from left to right margin on each line Click button to begin typing justified align text Or To justify a single paragraph after it has been typed place the cursor anywhere in desired paragraph and click the Align Full button Or To justify multiple paragraphs after they have been typed highlight desired text and click the justify button Format Drop Down selecting content type and global styling Web browsers display and stylize page content using input from a variety of sources Often times web designers setup templates to stylize content with common code to better integrate content into the overall theme of the site Additionally search engines index pages using the code of the page to interpret how content is organized on the page Well organized code is better prepared to perform well in search engine rankings Fortunately the Site Builder WYSIWYG makes it easy for people with no coding experience to organize their content in a way that optimizes it for automatic styling by the site s theme and indexing by search engines The following is an explanation of each selection in this drop down Paragraph default Paragraph is basic body text The text will be forma
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