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Document Building - Edit Public Website Presentation

This article is intended for: Editors of a Report document (Digital Budget Book, Digital Financial Report, CIP or Custom Document) responsible for the public website presentation.

Use this article after: You are ready to configure how your budget book will appear on the public website.

Note: You can select any image below to zoom in. 

From the Settings menu, select the Public Website Presentation side tab to begin customizing how your budget document appears to viewers.

Within the General Settings sub-tab, you can configure the following options: 


 

  • Customize or hide the display of your organization name.
  • Upload your organization’s Logo/Seal.
  • Customize Typography - select fonts, font colors, and link colors for 
    • Headline Text
    • Paragraph Text
    • Financial Schedule Category Font
    • Financial Schedule Financials Font (font color only) 
  • Update Block Spacing allows you to configure the specific spacing within your content blocks.
    • Once saved, your new configuration will be published in your content blocks throughout your document.
    • Any blocks that have spacing settings adjusted manually will retain those individual settings.

Select Save Settings to confirm any changes made. 

 

Navigation Settings 

Within the Navigation Settings sub-tab, you can configure the following options: 

 

  • Select your Navigation Background color from the color selector.
  • Select your Navigation Text font, text color, and link color
  • Display Image Thumbnails - Toggle this setting on or off to indicate whether image thumbnails appear in your document’s navigation.
  • Display Breadcrumbs - Toggle this setting on or off to show navigation breadcrumbs
  • Section Numbering can be displayed by toggling on options to:
    • Automatically assign and display section numbers to all visible pages
    • Start section numbers on the first page of the document
  • Toggling on the Disable Public Sharing will disable the share option in your live document.

Select Save Settings to confirm any changes made. 

 

Chart Color Settings 

Within the Chart Colors sub-tab, you can configure the following options: 

  • Keep Original Chart Colors - toggle on if you wish to use the color selection you made in the Charts Tool. 

Select Save Settings to confirm any changes made. 



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