Managing the Structure of your Site

When you initially create your website, Site Builder sets up a default site structure. If needed, you can modify the structure. The changes you can make to your site structure are as follows:

  • Add or remove pages. Site Builder provides eight standard pages that you can include in your site. If you have the time and interest to do so, you also can create custom pages, such as career opportunities, partner services, or unique offerings. In total, your site can include up to 42 pages.
  • Change the order of pages. You can leave the pages in their default order, or reorder them to suit your firm's needs.
  • Change the hierarchy of pages. Your website can include up to 12 main pages and as many as 41 subpages.
  • Rename pages. You can change the page names to make them more relevant to your clients.

To manage the structure of your site, do the following:

  1. Log in to your Site Builder account.
  2. Select Site Design > Add/Rename Pages on the toolbar. The Add/Rename Pages screen includes two panes that you can use to manage your site's structure. Click the image below to learn more about these panes.

  3. Perform any of the following tasks as needed:

    4. ClosedAdd a standard page to the website. Standard pages are the default pages provided with Site Builder.

    Note: The Standard pages section lists all of the default pages, regardless of whether they are already listed in your site structure. We recommend only adding a standard page after you verify that it is not currently listed in the Your site structure pane. If you want to include information from one of the standard pages, link to the page instead of adding it as a subpage.

    1. In the Standard pages section, select the box for the page you want to include in your site. ClosedTell me about the standard pages.
      • Firm Profile. This page provides general information about your firm. See Managing Website Pages for information on changing the text on this page.

      • Careers. Lists job openings that are available at your firm. See Managing the Careers Page for information about adding or removing job listings. This page is not included on your site by default.

      • Client Services. This page lists the client services provided by your firm, along with a brief description of each service. See Selecting Client Services to Display on Your Site for details.

      • Industries. Lists the industries that your firm provides services to. See Managing the Industries Page for details.

      • Info Centre. The Info Centre page displays links to Wolters Kluwer CCH-created resources that you have selected to make available to your clients. These resources could include calendars, toolkits, a tax organizer, and CRA forms and publications, among others. See Managing the Info Centre Page for more information.
      • Newsletters. This page contains links to articles on tax and finance topics relevant to your clients. You can select from articles created by Wolters Kluwer CCH. You also can write custom articles of your own. See Newsletter Overview for more information.
      • Financial Tools. You can provide a variety of personal and business calculators for your clients' use on the Financial Tools page. See Adding Financial Calculators to Your Site for more information.
      • Links. You can direct your clients to other resources by including hyperlinks to relevant sites on the Links page. See Managing the Hyperlinks Displayed on the Links Page for more details.
      • Contact Us. This page displays a list of contacts for your firm. See Managing Information for the Contact Us Page for more information.
    2. Click the right arrow buttonClosed . The selected page is added to the Your site structure section.

    ClosedAdd a custom page to the website.

    1. In the Special pages section of the left pane, select Common Page.
    2. Click the right arrow buttonClosed . The common page A blank Web page that can be added to your website to create a custom page. is added to the Your site structure section.

      3. Tip: Rename custom pages so the new names are relevant to the content they contain. You can rename custom pages using the procedure below, or on the Edit Pages page.

    3. Add content to the new page by using the tools on the Edit Pages page. See Managing Website Pages for more information.

    ClosedDelete a page from the website.

    1. In the Your site structure section, select the box for the page you want to delete.
    2. Click the left arrow buttonClosed . The selected page is removed from your site.

      3. Important: If you delete a custom page, you cannot restore the content. Be sure to back up any content on a custom page, if needed, before deleting the page.

    ClosedChange the order or the hierarchy of pages.

    1. In the Your site structure section, select the box for a page you want to move.
    2. Click the following buttons as needed to move the page to the desired position in the site hierarchy:
      • Up. Moves the page higher in the list of pages.
      • Down. Moves the page lower in the list of pages.
      • Left. Moves the page to the top level of the hierarchy.
      • Right. Makes the page a subpage of the top-level page immediately preceding it.

      Note: Site Builder only allows two levels of pages.

    ClosedRename a page.

    1. In the Your site structure section, select the box for the page you want to rename.
    2. Click Rename.
    3. Enter the new name for the page.
    4. Press Enter.

    Note: You can drag and drop a page from the left pane to the right pane, or vice versa. You can also drag pages up and down the hierarchy and create child-level pages by dropping a page on top of a parent-level page.

  4. Click Accept to save your changes.
  5. Click Preview to see what your site will look like when your changes are applied. The preview opens in a new different browser tab or window.
  6. Click Publish to immediately update your website, or click Next to go to the next page.

Note: Changes you make in Site Builder are not applied to your Web site until you publish the updates.