Manage content documents

Learn how to create disclaimers, email templates, introductions, conclusions, and other content used throughout your site

In this article:

• Editing content
• Creating content
• Managing content

Content documents are messages you can edit and use in different modules like email templates or interview guide introductions. Your CompetencyCore site comes pre-loaded with default content that you can modify. Content documents are stored in categories. 

Editing content

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Expand a category in the Content index and select a document.
4. If you’re copying text from another source, use the paste icon to remove hidden formatting.
5. Make your changes and click Save.

Creating content

To create a category

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Click the gear icon on the top right of the page and select Create Content Category.
4. Enter a name and description.
5. To make a sub-category, select a parent. Leave this blank to create a top-level category.
6. Click Save.

To create a document

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Click the gear icon on the top right of the page and select Create Content.
4. Enter a title and decide whether it should be displayed.
5. Enter content in the text area. If you’re copying text from another source, use the paste icon to remove hidden formatting.
6. Select a category to store the document and click Save.

Managing content

To move unassigned documents into a category

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Expand Unassigned Content at the bottom of the Content index and select a document.
4. Select a category to store the document and click Save.

To reorder documents in a category

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Select a category of document in the index.
4. Scroll to the Associated Content table.
5. Click and drag the grips beside a document to reorder.

To delete a category or document

1. Click the gear icon on the top right of your screen.
2. Expand Messages in the Administration menu and click Content Documents.
3. Select a category of document in the index.
4. Scroll to the bottom of the page and click Delete.