Removing or adding articles
If you want to remove and / or change the articles do the following;
- log into your CCP account – log on screen, you’ll need your Username & Pasword,
- click on “Client Memo” or “Client Communications” tab in the top navigation bar,
- select and click on the communication title that you want to edit
- then go to left hand “Editing options” menu and click on “Sort articles”
- tick the “Remove” tick box of articles you want removed, click “Update” and then confirm the update
- then go to left hand “Editing options” menu and click on “Select articles”, this opens the article library
- use the article “Tags” to find the articles you want OR scroll down the article pages and
- tick the articles you want to add then click “Save” at bottom or top of the page
- 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.