Creating and Editing Partners

Goal Create or edit a Partner. Prerequisite knowledge Administrative Overview Types of Content Content Moderation and Approval Markdown Syntax Managing Translations Steps You can

Goal

Create or edit a Partner.

Prerequisite knowledge

Steps

You can create a new Partner by following the steps below, or edit an existing one by only editing some of the fields.

When you add a new Partner, you can choose from two different approaches:

  • If you'd like to add a Partner for a whole region, meaning the partner is active in many countries, you can use predefined templates to add the new Partner.

  • If you'd like to add a Partner for 1-2 separate countries, use the usual content editing form.

See both approaches detailed below:

Adding a Partner using region templates

  1. Choose the template for the region you'd like to add the Partner for.
  • Clone the template by clicking Clone content.
  • Fill in the partner details on the edit form of the cloned copy of the content. Make sure you are editing the copy, not the original template! See the table for fields and values below.
  • As templates are unpublished, their cloned versions inherit this setting as well. So set the Publishing options to Published before saving.
  • Adding a Partner using the edit form

    1. In the administrative menu, go to Content > Add content > Partner or find the Partner you would like to edit as described in Finding Content.
    2. Fill in the form fields. See the table for fields and values below.
    3. Field nameExplanationExample value

      Language

      Select the language of your content (English, German, Japanese, Spanish, Portuguese-Brazil, French, Dutch). The content item will be displayed on the corresponding language version of the website. For more on language versions see Managing Translations

      English

      Region

      Select the region. This information is used by the Find Partner links on the Contact page.

      Americas

      Name

      The name of the Partner.

      Tandesa

      Logo

      Browse and upload a logo image.

      [image]

      Type

      Select type.

      Platinum

      Priority

      Select priority. Partners will be ordered based on this information on the Partners page.

      Default

      Speciality

      Select speciality.

      Reseller

      Target region

      Add target region. (Already prefilled when using region template.)

      North America, South America, Oceania

      Target country

      Select countries. (Already prefilled when using region template.)

      [one or more countries]

      Address

      Fill in address. You can add more addresses if necessary by clicking Add another item.

      [address of partner]

      Location coordinates

      In order to be able to display a pin on the map for the partner, specify its location. You can add an address, drag the pin or add the GPS coordinates.

      [pin on map]

      VAT

      The VAT number of the partner.

      -

      DUNS

      The DUNS number of the partner.

      -

      Contact

      The contact information for the partner.

      -

      Phone

      Phone numbers. You can add additional phone numbers by clicking Add another item.

      +1 617 982 2646

      Fax

      Fax numbers. You can add additional fax numbers by clicking Add another item.

      +1 617 982 2647

      Email

      Email of the partner contact.

      sales.isc@itextpdf.com

      Web

      URL of the partner (if available)

      -

      Summary

      A short summary of the partner written in Markdown format.

      -

      Description

      A description of the partner written in Markdown format.

      -

      Domain access options

      "Send to all affiliates" must always be selected. "Publish to" one must be selected - target audience for the site: customers (iText) OR developers (iText Developers).

      iText

      URL path settings

      The URL of the page. Generate automatic URL alias is enabled by default, usually there is no need to change it.

      -

      Meta tags

      You can edit Page title, Description, Abstract, Keywords for SEO. Usually there is no need to change the default settings.

      -

      Authoring information

      The author (Authored by) and publishing date (Authored on) aren't displayed for Featured Items, so you can leave the default (logged in user and date of publication).

      -

      Publishing options

      Add Moderation notes for reviewers and set the Moderation state of your content (Draft, Needs review or Published). To learn more about moderation states see Content Moderation and Approval.

      Needs review

    4. Click Preview to check what your Partner will look like on the site. Click Save to create the Partner or save your changes.

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