Using the WebAxis Template Wizard

Templates for the look, feel, and content of your Homeowner & Board Portal are managed through the CINC Website Builder.

NOTE: It is not necessary to create a template using the wizard. WebAxis environments should come pre-loaded with at least two starting templates.

To start the six-step Template Wizard, click Launch at the bottom of the Administration homepage. The Template Wizard can also be accessed by selecting Template > Launch Template Wizard. If you are using universal navigation, click Associations > Setup > Launch Template Wizard.

Use the following to navigate the Template Wizard:

Continue Later: saves the changes. You can access saved templates. See Manage Homeowner Portal Templates for more information.
Previous: returns to the previous step.
Next: advances to the next step.
(Numbers) 1 - 6: goes to that step.

Step 1 - Select Your Theme

Select the website theme to use, then click Next.

NOTE: Only the first six themes will display on the screen. You can click Load More Themes to view additional options.
In the Template Details popup, enter the Name of the new template, enter a Description (optional).
Click Save.

Step 2 - Select Pages and Define Navigation

NOTE: The majority of the pages added will be empty except for Home, About Us, and Board Overview, which have pre-created content with custom programmed widgets. Any page can be edited in Step 4 of the Template Wizard.

In Step 2, Pages determine your Homeowner & Board structure and what navigation links are available to homeowners, and how those links appear (IE as menus or sub-menus).

At the top of the screen, select the checkbox options related to the logo and the template's appearance on the dashboard that are applicable.
Select the checkboxes in the Select Pages list to choose which pages will display on the website. The list of selected pages will display in the Build Navigation list.
- Clicking Select All Pages will select all the checkbox in the list.
- Clicking Deselect All Pages will de-selected all the checkboxes in the list.
- You can search and filter the Select Pages list.
Create custom pages (see Creating Custom Pages) and/or change page visibility (see Changing Page Visibility) as needed.
In the Build Navigation list, use the buttons to rearrange the pages in the order in which they will display on the website. Pages with --> will display as submenus.
When finished adding and arranging the pages for the website, click Next.

Creating Custom Pages

To create a page that is not on the Select Pages list, click + Add New Pages.
On the New Page popup, enter a Name, Title, and Subtitle, then click Add. The new page is added to the Select Pages list.

Changing Page Visibility

NOTE: Repeat these steps for each page as needed.

To change the visibility of a page, click on the word Public, Private, or Custom to open the Wizard Step #2-Page Visibility popup.
Select the page visibility. Options include:
- Public: available to anyone accessing the website.
- Private: available to users who are logged in to the website.
- Custom: available to users in specific categories, such as board members.
To add a menu icon for the page, select the desired icon from the Add Menu Icon drop-down list.
NOTE: This feature applies only to the enhanced themes screens.
To redirect the homeowner to the website instead of accessing the page, enter the address of the website in the URL field and click Save.
Close the Wizard Step #2-Page Visibility popup.

Step 3 - Pick Your Page Layout

NOTE: Most pages are already pre-loaded with applicable widgets based on the pages chosen for the website and automatically fit within Layout Option A. The Pay Assessments page best fits Option A over B to accommodate one-time and recurring payment options. Home, About Us, and Board Overview may use any layout chosen.

Select the layout for each page by clicking Edit next to each page title and selecting the desired content sections at the bottom of the screen.
Click Save Layout and complete the section for each page title.
Click Next.

Previewing Pages

Click the page link in the Your Pages list.
On the Preview Page popup, Select an Association and click Preview Page. A new window displays the page.
Close the window after viewing the page.

Step 4 - Define Page Content

To preview a page, click the page link in the Your Pages list. See Previewing Pages for more information.
To enter or review design content, click Edit next to the page title in the Your Pages list.
To select or verify the content of each in each section of the page layout, click Edit Content Type in that section. See Selecting Modules and Adding Custom Text Content for details.
Complete these steps for any other pages being customized.
Click Save Content (at top right of the screen) to save changes, then close the Layout Details popup.
Click Next.

Selecting Modules

NOTE: Modules can be edited for each association after exiting the wizard by selecting Template > Manage Templates. If you are using universal navigation, click Associations > Setup > Launch Template Wizard.

On the Step 4 - Define Page Content screen in the Template Wizard, click Edit Content Type in that section of the page layout to be edited.
NOTE: The Home, About Us, and Board Overview pages do not have content assigned by default.
On the Edit Content Type screen, select the radio button next to the module to associate it with the website Page and Section.
- You can search and filter the Name and Description lists.
- See Template Modules for a description of each module.
- Panels cannot contain the same content.
- To add custom content, see Adding Custom Text Content.
Click Update.
NOTE: You can click Close to exit the screen without saving the changes.

Adding Custom Text Content

On the Edit Content Type screen, click Add New Custom Content.
On the Add Custom Content screen, enter the desired text for the customized website page and section.
- Design tab: used to format the text.
- HTML tab: used to view the code.
- Preview tab: used to preview the final text.
- Restricted Global Content Section: select the checkbox to restrict the content from being modified by an association. See Custom Content for more information.
Click Add New.

NOTE: You can click Close to exit the screen without saving the changes.
On the popup, enter the Custom Content Name, then click OK.

Step 5 - Assign Association to Current Template

Select the checkbox beside each association to assign to the current template, then click Assign Template.

NOTE: Do not assign an association to the template that is set as the default under System Settings > Maintain Default Settings. This template usually contains only Home, Register, and Contact Us pages. If you are using universal navigation, click Settings > Resident Portal Management > Maintain Default Settings.
On the Wizard Step #5 popup, click Save.
Close the Wizard Step #5 confirmation popup.
Click Next.

Step 6 - Your Template Is Complete

On the Template Complete screen, select an option based on what to do next:

Create New Template (Go to Template Builder): build another template using the Template Wizard.

Return to Dashboard (Go Home): return to the Home page of the CINC WebAxis website.

Pending Templates: review/return to a pending website template.