Once you've saved a draft of your page you can:
- preview your page
- create and share a preview link for others to review and approve.
(Previously all previewers had to log in to the CMS to preview pages.)
Benefits of the 'share preview' link
- Your reviewers don't need to log in to the CMS to access the preview.
- You can set an expiry date for the share preview link.
- You can delete the share preview link.
- You can share preview links for multiple versions of your page.
Which preview option to choose?
- To preview a page in the CMS while you're working (logged in), use the first link.
- To create a link that others can access without logging in, use the second link (button).
Note: The Preview link can be unstable at times. On your first attempt, you may get a 404 error. If this happens, try clicking the preview link again.
How to preview in the CMS
If your page has been published before
You'll get the option to preview your content once the draft has been saved. This will appear at the top of the content page. Select Click here to Preview Content.
If your page hasn't been published
You'll need to login to preview your content. Once you've created and saved a new draft, you'll get an option to preview your content on your chosen primary site.
- Select your preferred primary site.
- You'll then receive a login prompt.
- Add your CMS login and password.
How to create a "share preview" link
Once you've saved a Draft, you will be taken to the View tab.
If you're editing a previously published page, when you click Save, you'll be taken to the Latest updates tab. Go back to the View tab.
Select the +Create a share preview link button.
A share link will be created and you'll be taken to the View share link tab.
Copy this link and email it to your stakeholders for review.
This link will always display the latest draft of the content (not the state of the content at the point in time you created the share link). For example, you create a share link at 9am and then continue editing your page and saving later drafts. If your manager clicks on the share link at 11am, they will see the latest version of the page with the edits you saved up to 11am.
If you want to create a share link for a particular draft/point in time, you can do this in the revisions tab. See 'Managing multiple share links' below.
This share link will automatically expire in 30 days.
Edit the share preview link
In this tab you can:
- add a name for the share preview link
- set a different expiry for the link
- delete it
The Name field allows you to edit the CMS-given name for the preview link.
By default, it includes the page title, the page’s node number and the CMS username of the person sharing.
For example, the default name for the share link for this page is "Share Landing Page "A sample page showing standard content components" (15514) by joanna.tayler".
The share link name/s display on the View share link tab. You might want to edit a share link name if you are creating multiple share links for a single page, such as the current draft and a previous revision. In this case it could be helpful to put the date and time of the edits or a label to help you differentiate between the share links. In the View share link tab, the Node column gives you more info about the revision.
When you share a preview link it automatically expires after a set amount of time. You can change the time limit by updating these date and time fields.
Delete a Share preview link
You can choose to delete the share link within this tab.
Go to Share links tab. On the far-right next to a link, click on the arrow next to Edit and choose Delete. You'll be asked 'are you sure' and you click the Delete button.
Managing multiple share preview links
You might want to create share links to show the evolution of a page over time.
The share link you create from the View tab will always display the latest updates made to a page.
If you want share links to display a point in time, go to the Revisions tab and create share links for a specific revision. View the revision by clicking on the date and time link on the left. Create a share link for an old revision (draft), use the button on the right - you'll either need to click on the down arrow for older revisions or just click the button for the latest revision as shown below.
Example: I created share links for all revisions on this page and the Share links tab looks like this. The ones created from a revision have 2 numbers in the Name column (node number and revision number) and the revision number in the Node column.
Reviewed 27 May 2021