Save and Access Content

Saving and Sharing Content

Save any content created in any app to the CMS by clicking the save icon in the status bar or via the quick menu from the item's app-tab.The dialog presented will give you an opportunity to choose where to save the item and, if relevant, set its role access.

My Content

Private content that you don’t want to share with others.

Workgroup Content

Content that you want to make accessible to other users who share your security role.

Public Content

Content that you want to share across some or all roles you belong to. You can deselect 'Auto select folder roles' if you want to manually assign roles to the item. Click here to learn more.

Warning Dialog

If you close a module without saving the content created, you will see a Warning dialog. Click Discard to close the module a discard unsaved changes, or click Cancel to continue working.

Accessing Content

Access content from the Pyramid homepage by selecting the folder icon on the Left-hand navigation panel.

This will take you to the CMS, where you can navigate through the folder tree to find the content you’re looking for. Using the icons above the Folders panel, you can display content as a list, or as tiles.

From the CMS menu, you can also display recently viewed content, favorites, most used, and recommended.

To open the relevant content, simply click on it.

 

NEXT: Learn about the folder structures in the CMS.