Menus, Tools and Settings

The User Menu

In the Toolbar near the right and is represented by your initial or a personalized photo. It contains: 

• Starred - A list of your starred (favorite) assets
• History - A list of your most recently viewed assets
• Notifications - A record of your publish jobs, tasks, and @username mentions
• Tasks - A list of your tasks including those that are open and completed
• Settings - Set system settings
  • Appearance of Asset Links - We recommend to keep toggled off to always show system names in the Asset Tree.
  • Daily Content Report - Toggle on/off to get a summary of your Cascade CMS activities including action items and content updates.
  • Default Site - Specify a default site for quick access to it in the My Sites widget on the dashboard
  • Notification Duration -  Adjust the duration of notifications in the interface, default is 1x - or 5 seconds.
  • Change Profile Photo - Personalize your account by uploading your photo
• Sign Out

Hamburger Menu

Three horizontal lines button in the Toolbar on the right.

• Help & Support - A link to Cascade CMS Knowledge Base for help resources
• Publish Queue - View the current publish jobs in progress; available in menu only when within a site
• Reports - Quick access to reports including:
  • Content Up for Review
  • Content Ownership
  • Stale Content 
  • Broken Links
• About Cascade CMS

Context Menu

Right-clicking on an asset in the asset tree opens the Context Menu with available actions.

• Name - System name of an asset
• Star - Star (favorite) assets for quick reference
• Path - Path of an asset in relation to the base level of site with option to copy it
• View on the live website - The live version of a page if previously published
• Edit - Make changes to an asset
• Publish - Push an asset to the web servers and make available on live and/or staging sites
• More - More options
  • Move - Move an asset into a different folder
  • Rename - Change the system name of an asset
  • Copy - Duplicate an asset
  • Delete - Remove an asset
  • Unpublish - Unpublish an asset from the web servers
  • Check-out/Lock - Place a lock on an asset so it can't be modified by others
  • Relationships - Find assets that reference an asset
  • Audits - View the history of an asset
  • Versions - View and restore previous versions of an asset
  • Reference - Not functional
  • Tasks - A list of tasks specific to the asset; new tasks can also be created
  • Schedule Review - Specify a date to review the asset
  • Mark As Reviewed - If a review of an asset was scheduled, mark it as complete

 Action toolbar

The Action Toolbar appears below the Main Toolbar at the right when an asset is selected.

• Edit - Make changes to an asset
• Publish - Push an asset to the web servers and make available on live and/or staging sites
• Comments - Post comments about an asset and mention other users (i.e., @username) to send them a notification
  • If comments exist, a number will appear on the comments icon 
    
    • Hover over a previous comment for additional actions including Reply, Resolve, and Delete
    • Enable Show Resolved option to display all comments in the thread including those that have been resolved
• Details - Information about an asset including navigation settings, size of files, last modified date, and last publish
• Star - Star assets for quick reference
• More - A duplicate of the Context Menu, plus the following items
  
  • Show Regions - A feature that identifies the different regions of a page
  • Full Screen Preview - A preview of the full page as if viewed by a website visitor
  • Rendering Metrics - An approximation of how long each region of a page takes to load in milliseconds
  • Live - The live version of a page if previously published

Batch actions

Actions can be performed on multiple assets using the batch tools provided. 

1. In the asset tree, select the folder which contains the assets; the contents of the folder will display in the workspace
2. Use the checkboxes to select the assets, or use the Select All tool to select all assets on current page
3. Perform a batch action using the tools above the assets
   
   1. Publish - Push the assets to all publishing destinations available; do not use if you wish to select a specific server to publish to, such as the staging server only.
   2. Unpublish - Remove the assets from all publishing destinations available; do not use if you wish to select a specific server to unpublish from, such as the staging server only.
   3. Copy - Duplicate the assets
   4. Move - Move the assets into a different folder
   5. Delete - Remove the assets
4. Complete the steps to perform the task

"Chooser" asset/page selection

The Chooser tool slides into the Cascade interface from the right and provides a method of selecting an asset. Whether it be adding an image to a page, linking to another page, or moving an asset to a new folder, the Chooser tool is used to complete the task.

1. While performing various tasks, the option to Choose Page/File/Folder/Link will be provided
2. Click on the option to open the Chooser
3. Use one of the three methods to choose the asset
   1. Recent provides a list of recently viewed assets; if the asset is on the list, click on it to select it; if not, use one of the other methods
   2. Starred provides a list of starred assets
   3. Browse allows you to browse for the asset starting at the base level of the site; clicking on a folder will display the contents of it, clicking on a page or file will select the asset. Use the breadcrumbs to navigate the structure of your site.
   4. Upload (Custodians/Managers only) allows you to upload a file and then choose it; drag and drop the file into the box, or use the choose link to browse and select it from your computer; select a placement folder to upload the file to
4. Click Choose at the upper right to complete the selection

Tips:

• You may use the Search feature if you know the name or part of the name of the asset
• You may change the view from a list to Thumbnails for a more visual display