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Content Library Admin Training Home

Overview

The Create This article describes creating content using the New Content Document Template option which allows users to use an HTML editor to create and embed HTML content. This article describes creating content using the New Content Document Template. It covers the following topics:

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  1. Click the Add Content button.

  2. Select the Document Template option from the drop-down menu.

    Image RemovedImage Added

  3. The Template HTML Editor opens.

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Left Menu Bar: View Permissions

The fields in the left menu bar allow users to establish the content settings and and viewing permissions. The viewing permissions allow users to limit who views the content.

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  • Choose Tokens
    Select who to include data from by using the drop-down menu. This may be the lead, user, and partner.

  • HTML Button
    Click the HTML button to enter the HTML code.

  • Preview Button
    Click the Preview button to view the HTML code visually.

  • Download Icon
    Click the Download icon to download the content.

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Creating Content Using HTML

Users

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who know HTML can generate the HTML directly in the editor.

  1. Write the HTML

    Code

    code.

  2. Copy the embeddable HTML

    Code

    code from your content creator

    and past

    .

  3. Paste the code into the HTML Editor.

    Image Modified

  4. Choose from Tokens the tokens to use in your content.

  5. Click Preview to preview the content.

  6. Click Update to save the content. This will make the content visible in the Content Library and viewable based on branch or user permissions.

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