Removing or adding articles

If you want to remove and / or change the articles do the following;

  1. log into your CCP account – log on screen, you’ll need your Username & Pasword,
  2. click on “Client Memo” or “Client Communications” tab in the top navigation bar,
  3. select and click on the communication title that you want to edit
  4. then go to left hand  “Editing options” menu and click on “Sort articles”
  5. tick the “Remove” tick box of articles you want removed, click “Update” and then confirm the update
  6. then go to left hand  “Editing options” menu and click on “Select articles”, this opens the article library
  7. use the article “Tags” to find the articles you want OR scroll down the article pages and
  8. tick the articles you want to add then click “Save” at bottom or top of the page
  9. update the order of articles to match your welcome text, go to “Sort articles” and use up & down arrow heads.

Some of the articles may not be on the first page. Use the page navigation arrows at top of page to flick through the library pages . You can also search for any article using the category tags at the top of the page.