Editing Content in the Content Library

Description

All content types in the Content Library can be edited: Plain Editor, Regular Editor, HTML, and Uploaded. The ability to edit content is permission-based which ensures a controlled workflow. The system verifies if a user has the correct permissions when granting editing permissions.

Users with the correct permissions can instantly send out edited content. If the user is not a self-approver, the content is forwarded to the organization's designated approvers for review and approval. The approvers can modify the content, ensuring accuracy and alignment with organizational standards.

Permissions Overview

Permissions are critical in managing the Content Library.

Edit Permission

Users with the Edit icon (pencil) have permission to edit content in the Content Library. The Content Preview does not get updated upon a successful save. The entire browser/page requires a refresh to see the updated content.

Task Management Permissions

• Self-Approvers can approve their own content. ​If no edits are made, the task is approved automatically.

• Approvers can approve content created by other users.

• Second Level Approvers can approve content created by other users.

How to Edit Content

1. Open the Content Library.

2. Select the content to edit.

3. Click Create New Task.
   
   

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4. Click the Edit icon in the top right corner. (The Edit icon will only be visible if you have permission to edit content.)
   
   

   Open

   

   
   
   

5. Make the desired changes in the Content Editor.
   
   

   Open

   

    

6. Click Save when the edits are complete.
   
   

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7. Complete the remaining steps in the 5-Step Task Process.

8. Submit the edits for approval.

9. Send the content.