To revise a CM website page by using the Surf-to-Edit feature, log on to the website and click the Surf-to-Edit (STE) icon located by default near the Sign Out link on every web page of the website. This enables Surf-to-Edit mode until you click the same icon again to disable it.
When Surf-to-Edit mode is enabled, you will see a variety of different STE icons appear in different content areas of each web page. Exactly which STE icons you see depend on which content authority group (CAG) permissions and Document System permissions you have on the underlying content records in the rendered web page:
■ If you have both Content Editor CAG permissions in at least one CAG to which you belong and Edit Document System permissions on the specific content record displayed in a content area:
□ If the content record is used in the Main Content Area of an interior page, you will see an STE icon for the entire content record and for each iPart in the content record. If the iPart is included in a System content record, you will see no STE icons for the iParts in the content record, but you will see one STE icon for the entire content record. The graphic used for each STE icon might look different, depending on what type of iParts are used in the content record. For example, the STE icon for a ContentHTML iPart will look different than the STE icon for a ContentTaggedList iPart. And the STE icon for the entire content record will look different from both of those.
■ If you are a member of at least one CAG (regardless of your specific CAG permissions) and you do not have Edit Document System permissions on the specific content record displayed in a content area:
□ If the content record is used in the Main Content Area of an interior page, you will see no STE icons for each iPart in the content record, but you will see one STE icon for the entire content record.
In all cases where you can see at least one STE icon, you can hover your mouse pointer over an STE icon to see the name of its associated iPart or content record.
What happens when you click on any of these STE icons depends on whether you have Edit Document System permissions to the underlying content records:
■ If you have Edit Document System permissions on the underlying content record, you will be able to directly edit the iPart or content record.
□ Click the STE icon to open an editor that is very similar to what you see in Content Designer.
□ When you've finished making changes, click Save and Publish.
□ Use your browser's Refresh button to display the changes that you've made to the web page.
■ If you do not have Edit Document System permissions on the underlying content record, you cannot edit the associated content record. Instead, the system displays a form that you can use to enter a content change request, which is distributed as follows:
□ If the content record is workflow-enabled (a CAG is assigned to its parent content folder), an email message is sent to the content record's content owner, and a change request entry also appears in the content owner's Content Designer Task List as being assigned specifically to the content owner.
□ If the content record is not workflow-enabled (or simply has no assigned content owner), a change request entry appears in the Unassigned content change requests section of the Content Designer Task List for every user who has Content Editor permissions in at least one CAG to which they belong. Even though these users do not receive an email from the system, they can view the contents of your email message by clicking the envelope icon next to the change request in their Content Designer Task List.
Troubleshooting
■ To edit a web page's underlying content records or iParts by using the Surf-to-Edit feature, you must have Content Editor CAG permissions in at least one CAG to which you belong, and you must also have Read and Edit Document System permissions for that content record. Without these permissions, you are instead presented with a form that submits a change request to the Content Designer Task List for all Content Editors defined in the system.
Tip: Why use Surf-to-Edit?
Defining content records from within the Content Management area of iMIS is a useful way to author new content, but it isn't always the most effective way to revise existing content. It can be more effective to actually browse (or "surf") through your CM website itself and use the Surf-to-Edit feature to quickly open a page's underlying content record (or even a specific iPart within the content record) for editing. When you've saved your changes, you can continue browsing the website and making further content revisions as needed.
Tip: Where notification email addresses are defined
The email address used for all actions related to rejection notice emails and change request notice emails is the one listed in the Profile tab of each respective user's contact record (Customers > Manage Customers). The source address used in the Profile tab is specified in Customers > Set up module > Address and Notes, in the E-mail Flow from/to E-mail at Address field.