How do I add and manage tech tips?

Log into your administrative account and go to Edit Website Content (sometimes called Content Management) - Tech Tips. Here you can manage Tech Tip entries that your website users will be able to view under Customer Services - Tech Tips. 

There are 2 steps to creating Tech Tip entries: 

1.) First you need to add Categories. To do this, go to Edit Website Content - Tech Tips. Here you will see a link in the top right hand corner called Add or Edit Categories. Type in the name of the category and click the Add Category button. Once categories have been added, they will display in a list at the top of the page. From here, you can click to Edit or Delete existing Categories. Once done with adding/editing Categories, click the Back to Manage Tech Tips link to go back to the main Tech Tips page. 

2.) Once you have added Categories, you are ready to setup the Tech Tip entries. Under the Add Tech Tip section you will see several fields. Here is a breakdown of those fields: 

-Category: Select a category from the dropdown. If you do not see any options in this list, please refer to Step 1 above. 

-Title: Title of your Tech Tip entry 

-Description: The details of your Tech Tip entry 

-Related Document (optional): If you have a document that pertains to your Tech Tip entry and you want clients to be able to download it from your website, upload it here. Commonly used accepted file formats are: .doc, .docx, .xls, .xlsx, .pdf, .jpg. (Other formats may be accepted). 

-Link Title: This is the link that will display for the user to click on to download the above uploaded document. If you have not uploaded a file, this step is not necessary. However, if you uploaded a file, this step is necessary. A recommended Link Title might be something like "Click here for More Information" or "Click Here to View Instruction Manual". 

Be sure to click the Save button to add your entry. Once your entry has been added, it will display in the Available Tips section below. You will see a dropdown box in the Available Tips section called Select a Category. This allows you to filter the Tech Tips by Category. 

Your customers view the Tech Tips from Customer Services - Tech Tips. Be sure to check that this tool is turned on for the appropriate user roles/security plans via the Security Plan Manager. For more help on editing roles/security plans, please see Solution # 57: "What are User Roles/Security Plans?".