Create content once, then use it again and again.
Create and refine content for both eProposal and eCard, then store it to use later. You can create separate messages for the different market segments to whom you cater, such as government, group, wedding and SMERF (Social, Military, Education, Religious and Fraternal groups). You can always edit the content on a one-off basis after you insert it into an eProposal or eCard, if you choose.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Your page may look different from the screenshots below, depending on your eProposal configuration and the permissions you have been granted.
Navigate to Settings
In the main navigation, select the drop-down list next to your username. Then select Settings.
Select Stored Content
Select the Stored Content tab.
Add New Content
Select eProposal or eCard, depending on where you want the new content to be available.
Select Add New.
Add a title for the content. Select the modules for which you want the new content to be available.Draft and format the content in the editor. Select Add Content Entry. The content will now be available when creating an eProposal or eCard, listed by the title you entered.
If you are copying and pasting content from a different document be sure to use the Paste From tool located in your toolbar. This will help eliminate any HTML coding that may be otherwise copied into eProposal.
Next, use the Clean Up HTML Paintbrush icon to remove any markup, cascading styles, font tags or span tags that may be left over. This will ensure that your text is consistent throughout your eProposal.
Edit or Delete Content
Select Edit next to an existing content block to enter the edit mode.
Make your changes and select Save.
To delete a content block either select Delete on the main menu, or
select Delete in the edit mode.
Editing and deleting stored content is global for your property and all users will see these changes.
Viewing and Sorting
Click on a content block name to expand and view it.
To rearrange the order your stored content will appear when you create an eProposal or eCard, select a content block row to drag and drop it in a new location.
If your eProposal is configured for two languages, select your alternate language, perhaps Chinese or Spanish for example, from the drop-down list. Select Add New, or Edit for an existing content block.
The language you are working in will be indicated above the title. Add content and select Add Content Entry to save, or make your changes to an existing content block and select Save.
You must create your desired stored content for both eProposal and eCard in each language.