Design Standards

Communications Director approves any image before it is used on the website.
When uploading approved images to the website, in the editor console, go to Assets/Images and to the subfolder that reflects the group of the page the image will be linked to.  If you are uploading an image for the Grants Directory, select Assets/Images/Grants for an example.  If you have questions ask the Director of Information Technology or the Leadership Associate.

Always upload the image to the correct location before inserting it into a block on a page/entry.

The Craft CMS allows us to upload images in certain formats that fit into image blocks.  

Use the image layout you feel is best for the image you are attaching, if you want to try another image layout you will need to re attached the image, selecting the alternate layout.  Other selections are left/right positions and background color.  Caption/About:  Know the photographer or whomever / which org to give photo credit to, enter an alt text (for sight impaired to have the image described example: Boy by creek holding up fish.).  Any image being replaced, delete the former image from the Assets/images/subfolder.

If you are replacing an Asset with a different file name, delete the older file from the Assets subfolder.  Only files linked currently to the website should be in the Assets subfolder.

Feb 2026 the decision was made to not use "replace file" as an option for uploaded documents.  Specifically excel files but all files need to be tested if you are trying to "replace" with a file with the same name and not update links.  We have tested and not have this work according to instructions.

Files with the same file name, don't do it!  Follow these instructions:

1. Go to Assets and use the “world” to view the current file in the assets list that you will be replacing
2. Create the updated file with a naming convention that reflects the version of the file my suggestion is FileName.vs.001 and inside the file in the bottom left corner “Last Updated date:  02/02/2026”
3. For files that are linked from GLM – LEAVE THE CURRENT ASSET IN PLACE until the new asset has been verified on several programs, then DELETE old asset.  That way GLM processes will not be without a file linked.
4. Upload the new file to the same Asset folder
5. Edit the Entry/module and browse to the new file for the link.  Once the link is secured, you can use the right arrow to go to the end of the file name and remove any letter/characters/numbers behind the file’s name.
6. Save the block                                                                                              , Save the Entry
7. On the List of entries, use the “world” to open the page where link was created (at this point check the last date the entry was updated and by whom? Who??), right click on the link to the file– copy it into notepad (remove any text AFTER the file name leave the file type like .xlxs or .pdf)
8. Go to GLM/SS or Smarter Select and past the link into a process, save the process and check the link – continue through all processes (GLM/SS) that have the file.  IF a process is closed and won’t be used again, no need to update the link.

Location for assets on public pages upload in subfolders in Assets, DOCUMENTS. 
Location for assets on secure pages upload to Assets, LOCKED.

Location for assets on Stand Alone pages are located in that Assets folder/subfolder

Go to Assets - Documents

• Upload a document to the Assets – Documents subfolder folder of the webpage it belongs on (Example: The Grants list for Yancey should be uploaded to Assets-Documents- Affiliates\YANC)
• if the file has the same file name, the upload process will prompt you to "replace", if you select yes, the file is replaced and you will NOT have to relink the file to the block.

NOTE:  Please do not upload the file directly in the entry by selecting ‘Upload a file’ from the block you are editing.  Upload into the Assets subfolder, then browse from the entry to link the document to the page.

Uploading Secure files (Leadership Associate, Development Associate, WFW Administrator and Office Administrator):

• Go to Assets - LOCKED
• Open the subfolder to upload the document in
• Click ‘Upload files’ and add the files from the file explorer (or drag and drop into the folder)
• Go to the Web Page/ Entry where you want to link the uploaded the file, use the Secure Documents tab at the top of the page/entry.
• If the file is the exact name of one already in the assets folder you will be prompted to "replace" if you select this, you will NOT have to go to the block and relink the file.
• Click ‘Add document’, fill out the Document title, and click ‘Add file’   
  • Please do not upload the file directly by selecting ‘Upload a file’ – see setups above.
• Browse to the document you want to add and click ‘Select’
• Note: If you get an Internal Server Error, check that you have a file uploaded for each secure block. 

File Upload Tips

To edit an entry within a Directory, go to Entries>Directories and click into either Scholarships, Grants, or EDRF Grantees. From there, you can click the red "+New entry" or click into an existing entry to update existing information.

Note: You have the ability to Enable or Disable programs that are active/inactive. Click into the entry you want to enable/disable and toggle on or off in the right toolbar.

Scholarships: Each Program has a place for an image (shows up in the list and in the directory page),  Title, Deadline, Amount, Number of Awards, toggle for Per Qualifying School, Eligibility (brief), Service Area(s), Details:  Description, Eligibility, Selection Criteria, To Apply, Application Procedure.  the link to the scholarship Program in Smarter Select is in the To Apply paragraph.

Grants: Each Program has a place for an image (shows up in the list and in the directory page, Title, Sort, Max Amount, Cycles, Deadline, Purpose, Grant Details:  Description, Deadline and Dates, Eligibility, What We Do Not Fund, How to Apply.   If you want a special grant program to show up at the top of the list update the SORT field with leading "a's"... ex:  aaaaaaCashier Fund Grant in the sort field of the program.

EDRF Grantees: Each EDRF grant that was awarded is an entry and has a place for the Organization Name, Amount Awarded, County Supported, Type of Support, and Purpose. This information can be found in the grant application and/or the press release from Communications. The Program Associate adds new entries as grants are made and updates the existing entries as end-of-grant reports come in.

Tips for Directories

Development Associate, Leadership Associate, Office Administrator and website admin

Updating users:

• Users: Click on the user you’d like to activate
• Click the 3 dots next to the red Save button
• Click Activate and send activation email
  • The user will quickly receive an email from noreply@cfwnc.org with the option to reply to info@cfwnc.org with questions.  Office Administrator monitors info@, let her know if you are sending out bulk messages.
• Users: Click on the user you need to send a new password link
• Click on 3 dots next to the red Save button - select Send password link

Adding users:

• Users:  'New user' and input their name and email address.
• Click 'Create and set permissions'.  
• Select the proper user account permissions group.  
• 'Save and send activation email'.

Removing Users:

• Remove existing users who are no longer affiliated with CFWNC secure login.
  • select the user and use the cog wheel to delete

User maintenance backups: Office Administrator for Development Associate and IT Director for Leadership Associate and WFW Admin.

If a user gets a new email address:

Edit the user record, change the email and save, the user should log in with the new email and the old password. No need to send a reset password link unless she forgets her password

The following blocks have toggles to "go full width":
Text Basic, Text & Form, Text & Video.  Other blocks are full width only:  Full width with image.  Or do not have the option

We are using it for instructions on upload a video that is NOT a homepage/hero video (admin only):
Any videos posted to the cfwnc website will be approved by the communications director•    

Convert the MP4 file to a WEBM file by using Cloud Convert (https://cloudconvert.com/) - use the cfwnc login (weldon@cfwnc.org) Community828! - information on the Bulletin Board site, Online Real Estate file.  

• Videos should ideally be no longer than 30 seconds or so, on slower internet connections a video at 100 mb (over a minute) may not load at all.  
• We may need to compress some video files, ask Nick if you can't get the size of a video small enough to convert it with the free converter online.
  •    Go to Assets – Videos
  •    Upload the video to the folder of the webpage it belongs on

ALERT:  Video on the homepage (aka "Hero Video") is controlled by the foundation's videographer (Angelo Gianni) - if there were ever any reason to upload our own video NMD could remove the controls from Angelo and Vimeo host.

In the list of Menu Entries, at the bottom of the list Stand Alone pages contains three entries.  Use the Program entry for any links that go to a Program Platform (GLM, Smarter Select) that enable an applicant to download a file for entering information for their application.  

Use the Stand Alone Assets page to upload the file and link using the Edit Entry, use the "View" "Primary Entry" page to get the URL to the page or to get the url to one file.  Do not send the link that is still in the view mode, make sure you only get links from the page in "Primary entry" mode.

Always TEST the link outside of being logged into the website to make sure it works correctly.  See Assets information on this page to get more information about uploading images and files.

Program Stand Alone edited Program Associate

Donor Relations Stand Alone edited by DR Associate

below admin only

Admin login can manage both the fund access and donate button under Globals > Header.

Admin login can edit the article sidebar under Globals > Article Sidebar

Access here:

Utilities > System Messages

The Forgot Password message is global, make sure you are making updates that will be logical to CFFWNC Board, Staff and Advisory Board