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Showcase Builder Customer Tutorial

If you are already the proud owner of a Showcase Builder website this section will provide you with step-by-step directions, answering almost any question you may have about editing your website. If you cannot find the answers you are looking for please contact us. A member of the support team will be happy to assist you.

Creating a section
1. Once logged into the admin area you can add a new section by clicking on the "Add Section" button.
2. Complete the options page and submit.
3. Next use the editor to place content on your new section.
4. Finish by Submitting the page.

Creating a Category
A category is a sub page under a section. In a typical SiteApex template categories show from top to bottom in the left naviagation.
1. Since a category is under a section select a section in the sitemap you want the new category to be placed under.
2. You can now add a category, click on "Add Category" in the list of Menu icons on the right.
3. Complete the options page and submit.
4. Next use the editor to place content on your new section.
5. Finish by Submitting the page.

Creating a Page
Creating a page is simliar to creating category. In a typical SiteApex template pages show from top to bottom below the category you place them under.
1. Since a page is under a category select a category in the sitemap you want the new page to be placed under.
2. You can now add a page, click on "Add Page" in the list of Menu icons on the right.
3. Complete the options page and submit.
4. Next use the editor to place content on your new section.
5. Finish by Submitting the page.

Adding A Module to a Page
1. Select "Add Section, Category or Page" (which ever you are creating).
2. When you want to have a module on this page you must select "Type of Page:" according to what module you want placed on this page.
3. Complete page setup and hit submit.
4. When you are editing a page, say a page of Form Builder type. It will now show a list of Forms that you have created in the Form Manager. You can placeany of these forms on this page and even change which form is displaying at a later date. This is the case for most modules. The photo album module will alsoshow a list of all the albums you can place on that page.5. Submit the page when you are done working on it.

Adding A Module to a Page that already exists.
1. Edit the page you wish to the form to go on and go to the Modules tab.
2. Then from the drop down list select "FormBuilder". Click Submit.
3. It will then ask which form you want to place on the page.
4. Submit the page once you have selected a form.
5. Publish the website.

Creating a Form
1. Go to Modules.
2. On the left navigation select "Form Manager"
3. Select "Add form" in the top right navigation.
4. Complete form. Please note the i buttons these contain documentation for that feature.
5. When complete hit the submit button at the bottom of the page.

Creating a Photo Album
1. Select Modules.
2. On the left navigation select "Photo Album".
3. Select "Add photo album" option.
4. Provide a name for the new album.
5. (Optional) Type a description for your album using the SiteApex editor.
6. By default the album is active (meaning it will be useable on your website). Selecting "No" will mean you can still edit this album in the SiteApex admin but willnot be viewable on the front-end of the website.****Background not applied to new front end.
7. (Optional) You can insert a background image. This will display behind each thumbnail when viewing the entire album.8. Select Sumbit to create the album.

Adding a Photo to a Photo Album
1. Log into SiteApex backend and click on Modules in the top naviagation.
2. Click on "Photo Album".
3. Click on "Add files" on the right navigation.
4. Choose the Album you want the pictures to be in, give the image a name, give a description if desired, and click on "Browse" to upload the picture.
5. Selecting "Yes" for "Keep original size for enlarged view" will mean you want to keep the image the same size you have uploaded it for full viewing."No" will mean the Photo album module will decrease the size of the image to a smaller default size.     * This is to help with loading times for the image and so that the image box does not crowd the viewers computer screen to much.
6. You can upload multiple pictures on that page. Once completed hit submit on the bottom to upload the pictures into that album.

Before adding a photo album to a page you will need to go to the Photo album module.
1. Go to "Module" > "Photo Album".
2. Once here you can "Add photo album".

Once you have created a photo album you can "Add photos" to that album. After you have made a photo album and added photos to the album that album will now show on the "Album name" photo album list. That "Tour Our Club" page is a photoalbum page so any albums you create can be placed on that page.

Adding a Photo Album to a Photo Album page.
Once you have created an album you will want to place it on your website.
 Here are instructions to do that.
1.    Go to your SiteMap and click on the page you want to add the album on to.
2.    Click "Edit? on the top-right navigation.
3.  Click on the Module tab next to General to make sure the page you are on is of "Photo Album" type. If the page is already a photo album page select the album you want todisplay on the page (hold down ctrl on your keyboard to select multiple albums). If the page is not of "Photo Album" photo album type please select "Photo album" from the drop down list.Click Submit and then select the albums you wish to show on that page.
4.    Submit the page and publish the website for the changes to take effect.

Adding/Changing an album on an existing photo album page.
1. Go to your SiteMap and click on the page you want to change the album on.
2. Click "Edit? on the top-right navigation.
3. Go to the Modules tab and you will see a list of photo albums. Select the album you want to see on this page. To select multiple albums hold down CTRL and click the albums.
4. Submit the page and publish the website for the changes to take effect.

Adding photos to pages or newsletter is very easy with the editor
Here is a step by stepto adding images.
1. In the content area click where you want the image to be placed. (there should now be flashing icon where you have selected)
2. Click on the "Image" icon on the editor (11th icon top row).
3. To get the image you will need to open the Asset manager. Selecting the folder icon on the source line will open the Asset manager.
4. If your image isn't already uploaded you will need to upload the image off your localcomputer. Click "browse" to find the image and then click "upload". Once you have uploadedthe image into the Asset manager you can now use it.
6. Select the image in the Asset manager and click "Ok". This will put it in the source linein the image inserter. Here you can adjust the settings of how the image is placed on your page.
7. Once you have the correct settings select "insert" and this will place the image onto thecontent area.

Adding an Internal Link (Linking to a page in your website).
1. Highlight the text you want to be the internal link.
2. Select the Internal link button in the editor. (13th button on the top row)
3. From the list of Sections/Categories/Pages click on where you want the link to go.

Adding an Internal Link to an image
1. Get the URL by opening up your website and navigating to that page and copy the address bar address.
2. Go into the admin area and edit the page with the image you wish to have a hyperlink on.
3. Click on the image so it is selected and then click on the "Hyperlink" button in the editor.
4. Paste the URL in the source bar (remove the http:// as the drop down box in front of the source line will have this already).
5. Insert the hyperlink. Click ok.

Adding a Hyperlink to an outside webpage.
1. Highlight the text you want to use as the link.
2. Select the Hyperlink button in the editor (top row 10th from left).
3. Complete the source field with the full website address.
4. Click Apply or Ok.

Creating hyperlinks to Uploaded Files
1. When editing the page highlight the text you would like to use as the link to the file.
2. Click on the Hyperlink button in the editor. (Blue icon 10th icon top row)
3. Click on the Folder icon on the source line to open the Asset manager, see note about Asset Manager.
4. Upload the file, select it and click "ok" in the Asset Manager.
5. In the hyperlink box it will now show the URL for the file. Click "ok" on this box to apply the link to the text you highlighted.

Note: You can use the Asset Manager to upload files and pictures to use on your website.
To organize files you can select from a drop down menu which haddifferent categories of files.

ShopCart Help - Activating products/categories
To activate a category go to Manage Products > List Products > Click Edit on the category line > Select "Yes" on the active field.
To activate a product go to Manage Products > List Products > Expand the Category the product is listed under > Select Edit on the product > Select "Yes" in the active field.

Indexed Articles
To move a article from one category to another please follow these steps in the backend admin area.
1. Go to Indexed Articles Module.
2. List Articles.
3. Edit the Article you wish to move.
4. The very first drop down menu is to select which category you want the article to be in. Once you have changed the category select "Submit" to make the change.

Adding Video to Showcase Builder
The cheapest way to add video is to use a service such as Youtube to upload your videos to. This way it doesn't not use up your server space and you can easilyget the embedded code from that service to place on your website.If you need assistance doing this please let us know.The other option is to upload the video on your website and use embedded video code to have the video play on a page. Here is a great website I found for embedding videos:http://cit.ucsf.edu/embedmedia/step1.phpUpload video to files and put the code in the source code spot in the editor on the page you want it to show.>

From YouTube or other video services.
1. To the right of the video it provides code to embed it. Just click on the code and copy (right click copy).
2. Once you have it copied go edit the page you want the video on in the SiteApex back end.
3. In the editor (the box you enter all your content in) click on Source code button located top right icon that looks like that: .
4. This is where you have to be a bit careful as it is the actual code of your page, basically you want to paste the embedded code you copied from Youtube into here.
5. Click "apply" and "Ok" and then Submit the page to save it.

NOTE! If you find that you messed up your page by working on the code DO NOT submit, just click on the page again in the SiteMap and Edit again to start over.

Tip: When you are looking through it just look for some content or text you already have on the page and this will help you place your video in the spot you want it.On the other hand if you would like us to do this we would charge $35/hour. Let us know what you would like to do. If you would like to work with us on some kind of video toolin SiteApex that is another option we would have to connect you with our SiteApex product manager and you could discuss any specs you would like it to be.

Editing Calander Events to show in the Upcoming Events plugin.
1. Go to the Calendar Manager Module under Modules.
2. Click on "List Calendar Events" and view the calendar the event is on. If you don't know this the default display shows all events when you clicked on "List Calendar Events".
3. Click on Edit on event you wish to have on the "Upcoming Events". Look for the "Show in Coming Events" field and turn this on to show this event in coming events or off if you do not wish it to show in the coming events.

Removing adding/removing a calendar from a Calendar page.
1. In the SiteMap click on the page you wish to place or remove the calendar.
2. Click on edit in the list of page options (top right of your screen).
3. Scroll to just below the Page contents box and you will see a list of Calendars. Clicking on a calendar will enable it on that page. Deselecting it will remove that calendar on that page.
4. Click "Submit" and then Publish your website.

Editing number of days to show the Upcoming Events in plugin.
1. Go to the Calendar Manager Module under Modules.
2. Edit the calendar you wish to adjust the days to show ahead on the template plugin.
3. Under Coming Events settings edit the "Number Of Days" field to change how many days ahead the events will show in the template plugin.
4. Sumbit the changes on the calander.

Uploading new users with a CSV file
1. Once you are logged into the backend admin area go to "Control Panel" and then "Security".
2. Select "Import users" in the navigation to the right.
3. You can choose to put the new users in an existing group or create a new group for them. In your case you may want to call them Newsletter Subscribers". Also the users will be assigned a password by default.
4. The next option is to upload a CSV file (Microsoft Excel) containing all the records. Make sure your CSV has field names for each column. When you upload one the next screen will ask which fields in your CSV you want to assign to the User Record Field.
5. The last option is to prevent duplication of users and will ignore an imported user if they already exist, check it off if you would like the importer to watch for already existing users.
6. Once it is finished uploading you can view the users by clicking on "List Users" and then select the group those users are in from the group drop down menu.

Creating Bookmark/Anchor Tags
The function you want to use to use to link to another position of the page are called anchor tags. Here are some instructions on how to setup this feature. You can add anchor tags to any page with the SiteApex Editor bar this includes the Newsletter.
1. Find the text or spot you want to send the user to and click that area with the cursor.
2. Once you have selected the spot, click on the "Bookmark" button on the editor (looks like an anchor) and name this bookmark an appropriate name so you can identify this spot later on. Click Apply and Ok.
3. Once you have set your anchor, select the text or image you want them to click on to take them there. Well that text or image is selected click on the "Hyperlink" button in the editor (blue chain-link, to the right of the "bookmark" icon).
4. In the hyperlink pop up window select "Bookmark" and from the drop down list choose which anchor to send the user to. Click Insert and Ok.

Add a border on Tables
1. Click anywhere in the text that you desire to have the outlining border (box) around.
2. Click on the "Edit Table/Cell" button in the editor. It looks like an orange window and pencil, 5th from the right top row and click on "Edit Table".
3. In the "Table Properties" box click on the properties tab. This is where you can add and format a outline on the table you are working on.
4. Adjust the "border" to give it a border and the size you would like the border. Click Apply to see the border and Ok to finish.

Uploading file into to the Manage Files Module
1. Log into SiteApex backend and click on Modules in the top naviagation.
2. Click on "Manage Files".
3. Click on "Add files" on the right navigation.
4. Set the category you would like this file to be placed in (this is purely for organization of files), Set the Active status to "yes", give the file a name you can identifyit by, give it a description, click on Browse to find the file on your computer, finally select "Submit" to upload the file.
5. Click on "SiteMap" in top navigation and edit the page you wish the file to be on.
6. Once in edit mode for that page find the file in the "Attachments" area and select it. You can select multiple files by holding down ctrl on your keyboard and clickingthe files with your mouse.
7. Once you have the files selected click on "Submit" to save the changes on that page.
8. Finally click "Publish" which is located just below the main top navigation.

Adding a BBS to a page
1. Under the Modules area of your admin, select BBS V2 then "Add Forum".
2. Under the BBS Forum, you can then add any Topics you want.
3. You will then need to create a page for the Forum to go on in your SiteMap. Make sure your "Type of Page" is BBS V2 for the BBS to show on that page.Other information that may be useful:-When you are editing your forum you can choose different Access Level's to make it secure. "Anonymous" means it is totally public, "BBS Users" means anybody in the BBS Users group has access and "Administrators" mean only the Admins of the website have access to the forum.-You can create "Moderators" by adding people to the "BBS Administrators" security group.

Changing Admin password
1. Login to your admin area with your current admin username and password.
2. Go to "Control Panel" on the top navigation and then "Security" on the left side navigation.
3. Click on "List Users" (right side of the screen).
4. Click on "Edit" on the admin user. Here you can make changes to the main admin account.
Just remember to write down your password before logging out again.

Changing your Template
1. Log into your admin control panel.
2. In your SiteMap navigate to the page your would like to change the template on and click "Edit" on the top-right navigation.
3. Scroll down to below the content editor where you will see a drop down menu labeled "Template".
4. From the drop-down menu choose the template you wish to apply to the current page.
5. Save by clicking on "Submit" and then publish your website to see the change go live.

Disabling a news event in a News feed
1. Login into your admin panel.
2. Go Modules then News Manager.
3. Click on "List Articles".
4. Click on the "Edit" option on the article you want to stop showing in the news feed.
5. Set the "Show in Mini Feed" option to "No".
6. Click Submit. Refresh the page with the news feed to see the change.

Associate the form to a group.
1. Go to the Form Manager in the Modules list and edit the form you want to have users added to when they place submissions (you still need to manuelly mark as a user see "Marking unprocessed sumbissions as users" tutorial)
2. Scroll to the with "Make a user"and near the bottom select the groups that registrant should be put in. In your case the Site Users group and/or any other groups you want them included in. To select multiple groups hold ctrl on your keyboard and click on the groups.
b) Submit the form.

2. Mark unprocessed with "Make a user"
a) Click on "List Forms" if you aren't already there and click on "View Unprocessed Responses" or "View Processed Responses" which ever you have submissions in.
b) Click on "Make Me A User" to make them a site user.
c) Secondly click on "Add Rights to this User" to place them in the groups that you previously selected on that form.

Editing/Removing Users in a Security Group
1. Log into your admin area (www.domainname.com/admin)
2. Click on "Control Panel" on the main navigation and then "Security".
3. Click on "List Users" on the Security list of options (top right navigation).
4. From the drop down select the group of users you would like to edit or delete.
5. Browse the users, click "Edit" to change user information and settings or "Delete" to remove the user.

Changing a hyperlink on an image.
1. Login into your admin panel.
2. Go the SiteMap area and edit the page with the image you wish edit the hyperlink on.
3. Click on the image so it is selected and then click on the "Hyperlink" button in the editor. (10th icon on the top row, looks like a blue double anchor)
4. Paste the URL in the source bar to the new page (remove the http:// as the drop down box in front of the source line will have this already).
5. Insert the hyperlink. Click Ok.
6. Submit the page and Publish the website.

Finding a pages file name.
1. To do this, Publish the website and find the page you are looking for.
2. Copy the file name, it will look something like pagenames#.php.

Adding a custom form field.
1. Login into your admin panel.
2. Go to Modules and then Form Manager.
3. Edit the form you would like to add a field.
4. Scroll to the Form Fields area near the bottom of the form edit page and bellow the default fields enter the number of custom fields you want on your form.
5. Click Next.
6. Here give your field a name and select the type of field you want in the field type drop down. Click on the blue i logo to find out more about the field types.
7. Click Submit and you will get a preview of your form. Click List forms on the top right navigation to go back to your main Form manager page.

Place HTML code on your website.
1. Login into your admin panel.
2. Go the SiteMap area and edit the page you wish to add the HTML code.
3. In the editor (the box you enter all your content in) click on Source code button located top right icon that looks like: < >
4. In the source code box paste the html code in the appropriate place. Note: make sure to place it after a closing tag or before an opening tag < > in order not to break any tags or existing html code.
5 Click "Apply" and "Ok".6. Submit the page and Publish your website.

Turning on spam protection on your Form.
1. Go to Modules and then Form Manager.
2. Edit the Form that you want to enable the spam blocker.
3. Set the "Enable Spam Blocker" option to "Yes".
4. Submit the Form.

Setting up Groups and Users.
The first step is to setup a group that you will assign users to.
 A group is where you set privileges and access rights for users in that group: http://siteapex.com/securitygroupsp589.php
You can of course create multiple groups that will each have their own settings for editing certain sections of the website.
One default privilege that will be required so that those groups can login is the "Backend login" in the High Level Secure Items.
This will allow them to login the admin area.
The rest of the settings are in the Low Level Secure Items.
Here you select what specific sections, categories and pages in the admin area they are allowed to activate/deactivate, add to, edit/delete and to have front end access to.

Generally if they are just going to be editing pages you will just select the edit/delete for the pages they are making changes to.This area might seem a little overwhelming so please let me know if you have any questions. One tip when using those selection lists is to hold down CTRL on your keyboard to select multiple privileges.The next step is setting up the user. If you are still on the SiteApex Support page look in the left navigation for "Adding, Editing & Deleting Users". This area will explain how to create a new user and edit them later.

Listings Module-deleting a listing (old ones)
How to delete a listing. An agent can only delete a listing they have added to the listing.

To do this:
1. Log into the Agents Admin area.
2. All agents have the ablity to manage their own listings to do this select themselves from the drop down beside "You are currently viewing".
3. Now you are in your listings management area. Click on "Listings" to view your current listing. Here you can edit existing listings, delete them and add new listings.


You can also manage your locations by clicking on Manage Locations.-more Documentation needed-side bar listing (random, needs to be editable)ProductsFlash RotatorWith SiteApex we do offer a "image rotator" that can be placed on your website.
Price: $150

What we would need from you:
-location of image rotator on the website.
-10 images we can place in the rotator
-afterwards if you want to upload new images into the rotator you can upload them yourself into the asset manager and we can provide the correct size of the image you should upload.

RSS Feeds
-must use http:// in front of all RSS URL's
-No special characters such as & in the title.