Financial WordPress Theme Documentation

Getting Started: Financial WordPress Theme Documentation #

Firstly, welcome to Financial WordPress Theme, guide, tutorial & Documentation! If you need anything feel free to ask questions by contacting our 24 hours support accessing your Account and opening tickets, you are free to open as many tickets as you want. This is the instruction manual for the Financial WordPress theme powered by Visualmodo.

So, we ask that you read this document carefully as it will help you a lot in creating your website because it shows you much information about the theme. In addition, we suggest you take a look in the help area on Help Desk for video tutorials and step-by-step guides.

Install Your Financial WordPress Theme #

In the first 3. steps of your Financial WordPress Theme documentation, you will see how to get it started properly. When you purchase our Financial WordPress theme you will receive an e-mail with a link for download. Once you made the download you will have a bigger folder in .ZIP format. This is the case you have purchased our themes on the following marketplaces;

With something like 9MB of size on the marketplaces with all the theme content called ‘ThemeMaster.zip’

In this folder, you will see the following files; Demo content, Theme files, License, and Documentation. Please don’t try to install this ThemeMaster.zip file on your WordPress, if you try you will see an error message because it’s the row folder.

Theme Version: 2.1.4

Last Update: Sept. 08, 2023

Compatibility: WordPress 6

Installation Process #

Firstly, to install the theme you need to open this big folder ‘ThemeMaster.zip’ with 9MB of size. Found and open a file called ‘Theme-Files’. Inside this file, you will see 2 files, theme.zip with something like 3.4MB of size in .ZIP format and theme-child .zip. As a result, you need to extract/remove/unzip the theme.zip with 3.4.

All you need to do is click on this file and drag it and drop this file on your desktop area. Finally, it will unzip the theme and you will get the ready-to-install file. Please have a look at this video tutorial;

Secondly, you need to log in to your WordPress admin area and go to ‘Appearance’. Click on ‘Themes’. Add new, Upload Theme, Select files. Select the theme.zip file that you have unzipped before and has something like 3.4MB in size. Finally, click on the upload theme and activate the theme. Another way to install your Financial WordPress theme is to use the FTP for it.

Alternative Installation Methods #

Moreover, this Financial WordPress theme documentation guide & tutorial can help you with your Financial WordPress theme installation process in case you have some issues.

The theme is missing the style.css stylesheet? See what to do!

In the case your purchase our theme on Mojo Marketplace you will receive different files. The 4 following files;

  • Demo Data
  • Main Files
  • Help File
  • Child Theme

Already separated and unzipped. You will not receive the ThemeMaster.zip with all content together on the mojo-marketplace.

So, all you will need to do is download the ‘Main Files’. This is the ready-to-upload on WordPress file. As a result, all you need to do after downloading this ‘Main Files’ folder is go to your WordPress Dashboard. Appearance > Themes > Add New > Upload Theme. Select the ‘ThemeName.zip’ downloaded folder and upload it to your site. Finally, activate your theme. For MOJO download and install follow this video tutorial.

In the case that you don’t want to install your Financial WordPress theme following the guide & tutorial or have any difficulty. You are free to contact our support on https://visualmodo.com/acc/ or e-mail us at contact@visualmodo.com. Ask for our support crew to enter your website and install your VisualMentor WordPress theme for you.

It’s easy, fast, and free for all Visualmodo clients. In addition, just make sure you give us the right info on this contact. We will need your login information/site URL and a print-screen/screenshot from your theme purchase with the date.

Install Your WordPress Plugins #

Visualmodo WordPress Themes dashboard

All the Visualmodo clients gain third-party developers WordPress plugins on the theme. So, as soon as you activate your theme on your WordPress site you will see a message at the top of your back-end screen. Asking to you start installing your plugins.

To install the plugins all you need to do is click on the button for it. In the case, you don’t want to use some plugin you just can disable the message because the theme works without any plugin. However, you are free to use it in case you want to. In addition, another way to upload your plugins is going on: WP Dashboard. Visualmodo. Install plugins as is shown in the images below.

Visualmodo WordPress Themes upload install plugins

Moreover, in the case that you don’t want to install your plugins or have any difficulty you are FREE to contact our support. On https://visualmodo.com/acc/ or e-mail us at contact@visualmodo.com. Ask one of our support crew to enter your site and install it for you. It’s safe, fast, and free for all the Visualmodo clients that read this Financial WordPress theme documentation guide & tutorial.

Finally, just make sure you send us on this contact the right info, we will need your login information/site URL and a print-screen/screenshot from your theme purchase with the date.

Install required plugins

One Click Demo Content Import #

One of the most useful features that a WordPress theme can have. As a result, you will love to start the website development process at the same starting point as the wonderful theme demo pages. So, you can quickly design the website of your dreams. In conclusion, you can fully use our carefully created demo content to start with a ready-to-go website with 1-click only!

NOTE: To this function properly work please make sure you install the ‘1-click import’ plugin and in addition, have your parent theme active. Only activate the child theme after the demo importing process.

Importing Financial WordPress Theme Demo Contents #

After installing the plugins, all you need to do is navigate to the WP dashboard. Appearance. ‘Visualmodo Demo’. Click on it to import the entire demo content and have a fully equipped site from the beginning. Important notes:

After you click on the ‘Import Demo’ button the process can take a couple of minutes according to the host performance. The required plugin installer will appear as a top WordPress site dashboard message to easily install the process with 1-click also as soon as you activate your Visualmodo WordPress theme.

1-Click Demo Import WordPress

Finally, after you click on the ‘Import Demo’ button the process can take a couple of minutes. According to the host’s performance. The one-click demo content import feature can’t import icons or the slider build-in Revolution Slider. Because this is the plugin’s feature. So, to import both of these contents, follow this other tutorial on our site help center area:

Financial WordPress Theme Options (Visualmodo Panel) #

Visualmodo theme options panel - WordPress theme documentation

In this area of your Financial WordPress theme you can customize your site. Add your logos. Customize the fonts, place some custom codes. Change your site global layout. Change your footer text header options.

Moreover, all your site layouts use our Financial WordPress theme. In addition, this area works in the same way as ‘Customize’ under the ‘Appearance’ tab commonly used on free WordPress themes. However, the theme options have much more tools.

Header options panel

Financial WordPress Theme Header Options #

In this area of your theme option, you will completely edit your header. In addition, you will be able to upload your company logo. Place icons on your menu like cart or search icons. Align the menu and logo, in addition with a full control of the site header section.

Vertical and Horizontal Menu Navigation Style #

Vertical and Horizontal Menu Navigation Style

Firstly, to change your site menu navigation style from horizontal to vertical, you need to go to your WordPress dashboard.

Theme Options. Header. Select ‘Vertical’ and save your changes. As a result, your menu is set as ‘primary menu’ under WP Appearance. Menus. Will appear in a vertical layout as you can see on this example. Moreover, you can choose a horizontal navigation style just like this video tutorial shows:

Header – Theme Options #
Top header structure columns options

In this area of your theme options, you will be able to enable another area that can appear over of your header navigation menu area. Choose columns. In addition, this column can receive widgets. A top menu widget, texts, or social icons, for example.

Finally, to do it set the option as ON and choose your columns layout. After that, save your changes and go to your WP Appearance. Widgets. And apply widgets in the tabs called ‘Top Header’.

Moreover, you can edit your navigation position. Align your menu and logo in the way you like and better fits for your design project. Please see the attached image below.

Logo and menu align options
Header – Style #
Theme Options - Header - Style - Visualmodo WordPress Themes
Theme Options – Header – Style – Visualmodo WordPress Themes

At this part of your theme options panel, you will be able to edit your WordPress Site navigation header container style. Container size/height, in addition to width. Moreover, adds responsive menu collapse options to make your menu close for responsive menu style. (Hamburger) in the screen size that you want.

Another feature of this section is the possibility to make your menu container to be full-width under ‘Boxed or Stretched Style’ as the image on the Financial theme documentation displays.

Add logo on WordPress sites
Add logo on WordPress sites

In this area of your theme options panel you will be able to upload your website header logo and all the logo variations, a light logo version, a financial logo version, a default logo, and a mobile logo, we recommend you upload the logo always in .png format and our Visualmodo logo have 225 x 48px and the mobile logo has 48 x 24px.

So, your logo upload sets need to follow your menu design color style, and you are free to upload any color you want.

You also can upload a retina logo and, in addition, combine a logo image with text (You can type the text like in the image above or leave the text field black, and in this case, the reader will be the site title set on WP > Dashboard > Settings > General). Finally, watch this video on the Financial WordPress theme documentation guide & tutorial to see in detail.

Header – Alert Message #
Alert message options customization

In this area of your Financial WordPress theme documentation guide & tutorial, you will be able to upload your website header a top header alert message that can be used to show to your users and views some message like promotion calls or some important notice.

You can enable or disable this area if you want to use you can add a background color or image, the spacing, and the text content.

Finally, you can see an example of this usage of the following attached on the Financial WordPress theme documentation guide & tutorial.

Alert message top banner example
Header – Side Navigation #
Side navigation options Visualmodo

To enable a side navigation icon on your header main menu, you need to go on WP dashboard > Visualmodo > Theme options > Header > Side Navigation < and select the style you want for the side menu while the icon is clicked; Overlay/push or full-screen. The image below uses an overlay side menu style. Please see more here.

In this area of your site, you will be able to select your footer text, and columns, add a background image or color, and layouts. In the case, you want to remove the Visualmodo default text from your footer ‘Powered by WordPress, ’ simply set/type your signature text on ‘Footer Copyright Section Text’ following the attachment image.

Footer options and custom

Post Types – Theme Options #

Custom post types options creation

In this area of your theme options, you can disable/enable some parts of your theme that you don’t want to use. On your theme, you have some custom post styles such as; Portfolio – Team – Knowledge Base, and you are free to create your post type if you will not use these posts, you can disable this part of your theme framework to reduce the loading requirements.

Firstly, to create a post type you just need to select the numbers of post types and add a name, plural name, slug, and icon. (This posts types works just like blog posts and are typically used for Portfolio / Team Members).

After you create these post types refresh your page, Secondly, Go to your WordPress ‘Permalinks’ and update the page.

Finally, go to the post type you’ve built and create your posts just like on the blog. In conclusion, when you have all your posts built you can call it on your pages using the page builder ‘Post Grid’ element on WP Dashboard > Pages > Add New > Back-End editor/front-end. Add elements > Posts Grid > On ‘Data source’ select the post type name you build.

Typography – Theme Options #

Options custom typography

In this theme options area, you will be able to change all the fonts on your site using the 800+ Google fonts and changing the size and layout. To start this edition, you need to select ON in the Use Custom Fonts. Question.

In the case you do not set ON in the very first option of this panel, the other changes will not affect you, so please follow the attachment image. You also will be able to set your font line spacing, weight, line height, and font size. The first subtab of ‘typography is for header navigation and menu elements, and the second sub-tab is for body elements.

General HTML elements typography

Color – Theme Options #

Colors Visualmodo theme options

In this area of your Financial WordPress theme documentation guide & tutorial, you will be able to edit/change the colors of your site. The site’s primary color is called ‘Global Color’, and you also can change the footer color and header color for light or financial colors.

You also can fully edit WordPress website colors under your WordPress dashboard > Appearance > Customize panel to see the result on your front end.

In the case you want more options to fully edit your WordPress site select ‘Custom Colors’ on the ‘Color Mode’ selector under your VISUALMODO > THEME OPTIONS > COLORS.

Custom colors theme options

You also can fully edit your header navigation menu area colors on Colors > Header > area.

Header colors custom panel WordPress Theme Documentation

The same options are also present for your footer area customization under theme options > Colors > Footer < More options and footer usage guide in this tutorial.

Footer color panel WordPress Theme Documentation

Custom Codes – Theme Options #

Custom code section theme options WordPress Visualmodo

In this area of your Financial WordPress theme documentation guide & tutorial, you can see how to apply custom codes to customize your website in the way you want. In addition, you can use Google tracking codes, CSS codes, JS codes, and HTML codes.

So, make sure you have some knowledge base on these codes before applying something, you don’t need it to design a fantastic site with our theme, but this usage is about your decisions.

Layout – Theme Options #

In this area of your theme option, you will be able to enable or not this theme feature (boxed layout). In the case you want to use a boxed site style, you need to select ‘On’ in the first tab question, and you will be able to choose an image, colors, and layout. In case, you don’t want to use it just stay these options in the ‘Off’.

404 (page not found) – Theme Options #

404 page not found theme options WordPress

In this area of your theme option, you will be able to completely edit the page not found (404) template. As a result, add background images, text, and style so when your site visitors do not find some page be able to see a beauty template and be redirected to other site pages.

Account – Theme Options #

Account theme options WordPress theme documentation

In this area of your theme option, you will be able to completely edit the WordPress account pages template, add your style for your login, register, and reset WordPress pages following the Financial theme documentation.

WordPress admin login page WordPress theme documentation

WooCommerce – Theme Options #

In this area of your theme option, you will be able to completely edit the WooCommerce WordPress plugin template pages, and change the header styles, texts, sidebars, and page layout to make your online shop looks unique.

All the Visualmodo Themes come with the most popular e-commerce WordPress plugin, the WooCommerce and you can edit this plugin’s default template pages here in case you want to build a store.

In the first theme options panel area, you can edit the layout for the main shop page, and for the single product page, choose the sidebar location or do not use a sidebar.

Header Main Shop #
Shop store header WooCommerce WordPress theme documentation

In this area of your theme options, under your WooCommerce tab you can edit your header shop/store page style, add an image background, a slider build-in revolution slider plugin, the color, the title text, and content caption. Finally, the navigation menu style.

Visual Elements Plugin – Shortcodes #

The best way to create unique pages with the theme is by using the Financial WordPress theme custom page builder elements. In this area, we will show you how to use it. You can use this shortcode to build pages, posts, or galleries.

We build this shortcode to add more features to the theme page builder. You will install our exclusive WordPress Visual Composer add-ons plugin for free as soon as you activate our Visualmodo theme on your site, a message for you simply click to upload our plugin.

Borderless Visual Elements widgets WordPress theme documentation

As soon as you activate the visual elements plugin, you will see a new tab on your Visual Composer ‘add elements’ tab called ‘Borderless’ that will add new page content elements like icons, .svg icons upload, box icons, portfolio, team, blog, counts, testimonial, tweets, alerts and even more.

If you want to edit the default plugin page content elements style, you can navigate to your WordPress Dashboard > Visual Elements > General Settings > area.

Setup a Menu #

Primary menu appearance dashboard WordPress theme documentation

To set up a menu area, place, and custom pages of it please take a look at this tutorial with video.

To do it, please go on, Appearance, Menus, and you will be able to set 2 menus, a main (header) and a Footer.

Footer design example WordPress theme documentation

To build a footer on Financial WordPress theme you need to place information in three areas of your WordPress:

  1. Theme Options > Footer Options
  2. Appearance > Menus
  3. Appearance > Widgets and apply widget on three tabs, footer 01, footer 02, and footer 03

Please take a look at these tutorials to see how to build a footer with widgets, menus, and text.

Financial WordPress Theme Sidebar #

This video will show you to add and place a widget on a sidebar;

To do it, you need to go to the page editor, Custom Fields page area, and select a sidebar. After this, you need to go to Appearance, widget, and place widgets on the sidebar tabs.

In case you want more widgets on your sidebar, our theme works great with plugins for it, and WordPress has a lot of free plugins to apply more widgets. The https://wordpress.org/plugins/jetpack/ is a good example for this purpose.

Sidebar page builder element WordPress theme documentation

You can call a sidebar on any page using the widgets visual composer page builder element. Please take a look at the image above to see how we design the theme blog, for example:

Slider Show – Page Options #

Page options layout slider WordPress theme documentation

On your Financial WordPress Theme, you have the revolution-slider plugin, a premium plugin you gain for free to save money and create some awesome slider shows. To place it on a page, please take a look at this document to see how the plugin works and build your slider.

After having your slider build-in, you will need to add it to your page and this can be done in several ways:

  1. Firstly, go to the page that you want to apply for the slider show and load the editor by wp-dashboard > pages > edit page > scroll the page down until you see a field called ‘Options’ > in the Options field, click on ‘Layout’ and on ‘Layout Header Title’ select ‘Revolution Slider’ and select the slider below as is showed on the attached image above.
  2. Secondly, you can add using a Visual Composer page builder element or as short-code content. Please see this tutorial.

WordPress Plugins Documentation #

You have third-party amazing plugins on the theme pack that you gain for free while using your Financial WordPress Theme. However, the usage of the plugins is not our responsibility because we are theme developers.

In addition, this is the Financial WordPress theme documentation guide & tutorial page. So we suggest you look at the devs’ sites and search for the WordPress plugins documentation pages and video tutorials. You are free to use or not any plugin. Your theme will work typically without it. Finally, our support team will be able to help you with the usage too.

Revolution Slider WordPress Plugin

documentation: http://revolution.themepunch.com/documentation/

Video tutorials playlist: https://www.youtube.com/watch?v=iyuxFo-WBiU&index=7&list=PLSCdqDWVMJPPDcH_57CNZvLckoB8cimJF

Timetable Responsive Schedule For WordPress

documentation: http://codecanyon.net/item/timetable-responsive-schedule-for-wordpress/7010836

NOTE: This is not a tutorial page, it’s a sale page, but you don’t need to buy it because you already have it on the theme package in this page, the plugins devs show URLs and place tutorials to this plugin way to use.

Contact Form 7 WordPress Plugin

documentation: http://contactform7.com/docs/

WP Bakery Page Builder WordPress Plugin documentation (Visual Composer) https://wpbakery.com/video-tutorials/

Ultimate add-ons for visual composer plugin

documentation: https://www.youtube.com/playlist?list=PL1kzJGWGPrW9CDWwdAWrd_9YQsh1z7u6O

Visual Elements

documentation: https://www.youtube.com/c/Visualmodo

WooCommerce WordPress Plugin

documentation: http://docs.woothemes.com/documentation/plugins/woocommerce/

oAuth Twitter Feed for Developers WordPress Plugin

documentation: https://wordpress.org/plugins/oauth-twitter-feed-for-developers/

Front-Page (Home) and Posts-Page (Blog) #

Settings reading dashboard WordPress theme documentation

After you have your Financial WordPress theme and your plugins installed and activated, you will need to create 2 simple pages without content. We suggest you call it ‘Home’ and ‘Blog.’ Firstly, you will need to go on ‘Pages,’ Add a new one, Name it ‘Home,’ and click on the button called ‘Publish.’

Secondly, the same goes for your blog page; however, you can name these pages in the way you want. Go to the WordPress admin area, and click ‘Settings’ Reading. Finally, in this area, you will click on the ‘Front Page Displays’ and select ‘A Static Page.’ For the front page, you choose ‘Home,’ and for the posts page, you like ‘Blog’.

After you set it up you need to click on the ‘Save Changes’ button. Moreover, you have another way to build your blog also. To be able to edit more blog posts and expand this Financial theme documentation, check it out here.

Page Builder #

Financial WordPress Theme came with a drag-and-drop competent page builder. To use it you need to go on your ‘Pages’ and Add new.

When you see the WordPress regular editor, you need to click on a button called ‘Visual Composer, and you will see a button called ‘Add Element” Click on it to see all the page builder elements.

The page builder is typically used while building pages, portfolios, teams, knowledge bases, or any other custom post type you want to create.

So, in back-end or front-end modes, however, we on this Financial theme documentation don’t suggest you use it while building blog posts because blog posts use a WordPress native template.

You can keep using your page builder, but add the post excerpt. So the blog posts index page does not display the page builder codes instead of contents.

To see all the elements on the page builder and how to use it please go to the plugin documentation on https://kb.wpbakery.com/docs/learning-more/ and video tutorial guides at https://wpbakery.com/video-tutorials/. So, please take a look at some video tutorials on the Financial WordPress theme documentation guide & tutorial of this great WordPress Page Builder plugin to make your page layouts quickly.

You’re free to disable the native theme page builder and use any other. In addition, our theme is fully compatible with all the WordPress page builders’ engines.

Page Builder – Video Tutorials #

We will apply some great start guide video tutorials for the page builder WordPress plugin and page creation. In addition, to see all the official videos, please visit the plugin developers’ site.

Moreover, we have a complete list of video tutorials for all page-building processes on WordPress on our YouTube channel. Please check it out on our Financial WordPress theme documentation guide & tutorial.

Visual Composer Plugin Navigation Interface

Create Templates In WPBakery WordPress Plugin?

Posts Grid WPBakery WordPress Plugin Financial WordPress Documentation

Buttons Usage Guide WPBakery Financial WordPress Documentation

Add and Edit Images in Visual Composer Plugin

Drag and Drop in Visual Composer Explained

Add Visual Composer Plugin Row and Column

Add and Edit Image Gallery in Visual Composer

WordPress Front-End Editor Guide – Drag and Drop Page Builder Usage

How To Create Info-Box Section In WordPress?

How To Add Background Image Or Color In WordPress?

How To Add Background Image Or Color In WordPress?

How to Update my WordPress Theme? #

Updating process WordPress theme documentation

We never stop our work on our Financial WordPress theme in addition to this Financial WordPress theme documentation guide & tutorial. As a result, we use to add continuous upgrades to our theme for fixes, add new features, and much more to make our work better!

So, it is essential to keep your theme up-to-date. In conclusion, to have your theme updated, all you need to do is, Firstly, go on your WordPress Dashboard.

Secondly, ‘Updates’ area, select your theme update, and finally, click on the ‘Update new’ button. Finally, you will download the latest theme files on your WordPress.

To see if you have an update available for your theme, you can log in on your WordPress dashboard > Appearance > Themes. To end with this, click on your Visualmodo theme. In case you have an available update, you will notice a message.

If you can’t upgrade your theme or need some upgrade information. Just log in to your Visualmodo account page and open a ticket with our support crew. In addition, do not forget to attach a screenshot from your theme purchase invoice with a date, please.

Using Widgets #

Widgets usage - WordPress theme documentation

To use widgets you need to go on the Appearance tab. Click on ‘Widgets’; all you need to do is drag and drop your widget on the sidebars. In addition, the theme comes with a lot of premium widgets. However, you can add more devices to your WordPress by downloading free plugins.

Finally, to see how to use WordPress originals widgets and edit them, please go to this page on wp.org because this is a bit out of the Financial theme documentation topic.

How to Upload Favicon #

Favicon - browser tab icon WordPress theme documentation

Go to your WordPress dashboard and click on Appearance. After that, Customize it like in the video on the Financial WordPress theme documentation guide & tutorial.

As a result, the site will load your front-page and you will see the options. Select the ‘Site Identity’ in this area you will be able to edit the browser tab tagline and the logo Favicon. As is shown in the attached image above in the WordPress documentation.

Host Requirements For Good Usage: Financial WordPress theme Documentation #

Note: This part of the Financial theme documentation is on the bases of the official WordPress.org site.

To run WordPress we recommend your host supports #

  • Firstly, PHP version 7 or greater
  • Secondly, MySQL version 5.6 or greater OR MariaDB version 10.0 or greater

That’s it. As a result, we recommend Apache or Nginx as the most robust and featureful server for running WordPress, but any server that supports PHP and MySQL will do. That said, we can’t test every possible environment; each host on our hosting page supports the above and more with no problems.

Note: If you are in a legacy environment with only older PHP or MySQL versions, WordPress also works with PHP 5.2.4+ and MySQL 5.0+, but these versions have reached the official End Of Life and, as such, may expose your site to security vulnerabilities. So, we on the Financial WordPress theme documentation guide & tutorial recommend and support the latest version

Ask for it #

So, here’s a letter you can send to your host; copy and paste!

I’m interested in running the open-source WordPress https://wordpress.org/ web software and I was wondering if my account supported the following:

– Firstly, PHP 7 or greater

– Secondly, MySQL 5.6 or greater OR MariaDB 10.0 or greater

– The mod_rewrite Apache module

– Finally, HTTPS support

Thanks!

Hosting is more secure when PHP applications like WordPress run your account’s username instead of the server’s default username. So, ask your potential host what steps they take to ensure the security of your account.

Why do we support older versions? #

Finally, we strongly recommend the latest versions of PHP and MySQL. However, we understand that this isn’t right for everyone and that sometimes hosts can be slow or hesitant to upgrade their customers since upgrades to PHP and MySQL have historically broken applications. In conclusion, WordPress will always work on the latest versions of PHP and MySQL, which are often faster and more stable.

Finally, thank you for much for reading our Financial WordPress theme documentation guide & tutorial.

Can’t find what you’re looking for? #