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Heretto Help

Create a Topic

Users assigned default roles in the CCMS, except the Reviewer role, can create topics by selecting the desired topic type and following these steps.
  1. In the Content Library, navigate to a folder and click Create New.
  2. Select the topic type you want to create.
  3. Enter a title and modify the file name if needed.
    Note:

    The valid characters for file and folder names are:

    • lowercase letters (a-z)

    • uppercase letters (A-Z)

    • numbers (0-9)

    • underscore (_), hyphen (-), and period (.)

    This applies to creating files and folders and renaming files and folders.

  4. Optional: Save the file in a folder different from the current folder by clicking Change and selecting a new location.
  5. Optional: Assign the file to collections by clicking Collections and selecting collections from the list.
  6. Optional: Assign metadata to the file by filling in the Metadata fields.
  7. Optional: Click the Permanent Deletion Date field, and select when the file should be permanently deleted.
  8. Do one of the following:
    • To create and open the file, click Create & Edit.
    • To create the file and return to the Content Library, click Create.

You can now edit your topic. The Heretto CCMS Content Editor is a collaborative editor which means that more than one person can work in a file simultaneously. However, before you open a file for editing, you can right-click it and select Lock to disable collaborative editing.

When a file is locked by a different author, only that author and users assigned the Administrator role can unlock it by right-clicking the file and selecting Unlock or Force Unlock.

If you filled in the Permanent Deletion Date field, the file will be permanently deleted on the date you set.

Warning:

This action is irreversible. You cannot restore permanently deleted files.