How to Add & Edit Content

All users can add and edit content, but your saving options vary based on your system role.

• Adding Content
• Editing Content

Adding Content

From the homepage:

1. Click Add and select what you're wanting to add:

• File  E.g. PDF, PowerPoint, MP4
• URL — E.g. SharePoint, Google Drive, YouTube
• Text — Popular for text documents and email templates
• Content Kit
• Microsite
• Engagement Hub
• Import (admin feature)

2. Add a title (visible to recipients), assign a Content Type (e.g. blog, video, presentation), click Next
3. Optional, add additional metadata like a description or assigning Labels
4. Select a save option*:

• Publish — Visible to all users
• Request Approval — Requires Admin approval to have it be visible to all users
• Save as My Content** — Visible to you, Admins, and Collaborators (if applicable)

Editing Content

Open the content you want to edit and click the pencil icon:

Make your edits and select a save option*:

• Publish — Content is visible to all users
• Request Approval — Requires Admin approval to make content visible to all users
• Save as My Content — Content is visible to you, Admins, and Collaborators (if applicable)

To add a new version of a file, click the upload icon and select the new file. To update a URL, delete the current URL and add the new one:

To change a Content Type or the owner, hover over the three dots to the right of Share and select Change Content Type or Change Owner: