Create or edit a content menu

Create a new content menu

1. Select Menus from the Content drop-down. The existing list of menus is displayed.
2. Select New menu from the Content drop-down.
3. Enter the title. Users will see this title:
   • in the Menus listing
   • in the selection list for choosing the menu
   • as the suggested file name if they download the menu as a document.
4. Select the position with accountability for the content of this menu (optional). This may be important if the menu can be downloaded as a document with compliance significance.
5. Enter a description (optional). Users will see this in the Menus listing.
6. Set the permissions, if these should be different from your system default permissions.
   • View permission: The selected users will see the menu in the Menus listing and in menu selections. Note that the menu, as presented to a user, will include only those pages for which that user has view permission. You can check what the menu will look like for a particular user, as explained below.
   • Approve permission: The selected users may make changes to the menu.
7. Construct the menu content (see below).
   

Construct or edit a content menu

Skip to #3 if you have just created the menu, above.

1. Select Menus from the Content drop-down. The existing list of menus is displayed.
2. Select the menu to edit
   
3. Choose the existing menu that you want to see while editing the menu: you can drag any item from the displayed menu on the left into your new menu. The default is the All content menu which shows everything; or you can select the menu you’re working on to see how it looks. You can choose the Effective user to see how the selection will look to another user. Note that it will include only the items for which that user has view permission.
   
4. Add items to the menu:
   • Headings: drag an existing heading from the existing menu, or drag the Heading button; then enter the heading text.
   • Page types: drag a page type entry from the existing menu, or drag the Page Type button; then set the listing type as explained below.
   • Page tags: drag the Tag button; then enter the page tag(s) that you want to show.
   • Page: drag the Page button and select a page or drag the page from the displayed menu
     
5. Drag the entries within the selection area to change the order and indent levels.
   
6. To remove an item: drag it out of the selection area or select it and press delete.

Creating a page selection