Editing a File

When editing a File asset type (such as a FilePDF File or MP3 File asset) in the Easy Edit Suite, the Details, Metadata, Workflow, Linking and URLs screens are available, as shown in the figure below.

The Edit Mode screens for a File
The screens available for a File

You can use these screens to configure the general settings and content of the File.

Bookmarks to the headings on this page:

  1. Details Screen
  2. Previewing the File

In this chapter, we will discuss the Details screen, which is different for a File. For more information on the Metadata, Workflow, Linking and URLs screens, refer to the relevant screen chapters in this manual.

Details Screen

The Details screen allows you to view the details of the File asset, including the title and which file to use. Please note that the options on this screen are similar to those on the Details screen of a File in the backend. For more information, refer to the File chapter in the Core Assets manual.

The Details screen for a File is shown in the figure below.

The Details screen for a File
The Details screen for a File

Status

This section shows the current Status of the File and allows you to change its Status. The following fields are available:

  • Current: this field displays the current status of the File. For example, in the figure below, the Status of the File is Safe Edit Approved To Go Live.

    The Safe Edit Approved To Go Live status
    The Up For Review Status

  • View Future Status: this button will open the Future Status settings, allowing you to schedule a Future Status change for the File at a specified date and time. For more information, refer to the Editing a Standard Page chapter in this manual. 
  • Change: to change the Status of the File , select the appropriate status from the list provided. The options available depend on the current Status of the asset, what permissions you have and whether or not Workflow is applied. For example, if the asset is currently Under Construction and you have Admin Permission, the available options are Approve and Make Live and Archive. If there is Workflow applied to the asset then the available options are Apply for Approval and Archive.

    Tip: You cannot change the Status of an asset if the current Status is Pending Approval, as Workflow is in progress.

  • Cascade Status Change: check this box to cascade the Status change to all child assets.

    Tip: To cascade the current Status of the asset to its child assets, click Cascade Status Change and click Save. For example, if the asset is Live but the child assets of the asset are Under Construction, to make them all Live, click Cascade Status Change and click Save.

For more information on the Statuses available within Squiz Matrix, refer to the Squiz Matrix Concepts chapter in the Concepts manual.

File Information

This section allows you to upload a new file for the File asset as well as change the asset's title and file name. The following fields are available:

  • Title: enter a title for the File. By default, the Title that was entered into the Title field when the File was created will appear in this field.
  • File Name: enter a file name for the File. By default, the name of the file that was used when the File was created will appear in this field.
  • Upload: this field allows you to upload a new file to overwrite the existing version of the File asset. This file can be an updated version of the file or a different file. To upload a new file, click on the Browse button - the File Upload pop-up will appear. Locate the file that you want to use, left click on it and click on the Open button. The path of the file that you have selected will appear in this field. 
Thumbnail

This section allows you to assign a thumbnail to the File. This thumbnail can then be used within the content of your Site.

In the Set Thumbnail field, select an Image or Thumbnail asset to assign as the thumbnail for the File. For more information, refer to the Editing a Standard Page chapter in this manual.

Previewing the File

To view the content of the File, click the Preview button on the Mode Switcher in the tool bar at the top of the screen. The Preview screen for a File asset will appear, displaying the name, type and size of the File, as shown in the figure below.

A File in Preview mode
Previewing a File

Click the Download file button to download the file to your computer.

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