Convention for CTA Site
SharePoint allows a great variety of ways to set up a site using numerous Templates. To ensure a harmonious look-and-feel throughout the CTA site, a certain number of conventions are defined for various actions.
1. Sub-sites should be created using a standard template via: Site Actions --> New Site --> CTA_Sites (custom site template)
2. Documents should be stored according to the conventions:
Released ("published") documents: stored as in PDF format in the Records Centre as "CTA Document".
Documents under development: in a local library in the sub-site to be sent as a PDF file when finished to the Records Center.
Documents considered not to be of general interest or external documents: in a Site Assets library of the local site.
2a. Sending a document to the Records Center :
- from one of your local library : select the document --> Send To --> RecordsCenter (need to set the Content Type of your document to CTA_Document : Edit properties --> Content Type)
- from the Records Center itself : use the upload button on the main page.
2b. Local libraries should be created as: Site Actions --> More Options --> CTA_Documents (custom library template)
2c. Site Assets libraries are set up with folders for each site page: done automatically by SharePoint
3. to
link a document in your page text :
- Upload the document to one of your site library Upload a document in your library
- Use the standard Wiki command from the page text (How To Use This Library) to create directly a link to the document. Ex : [[List:Local Library/CTA_NOTE_DATA_PBS_V2.pdf]]
- Save & Close
or
- Upload the document to one of your site library Upload a document in your library
- In the library, Right-Click on the file Name, and Copy Link Location
- In the page text, Editing Tools, Insert, Link, From Address
Paste in Address field, Fill in Text to Display field, click OK.
- Save & Close