Add a content list

Intranet - Add and Edit Content

You can set Intranet to create a list of any tag or tag combination. This can then be added to your menu to help your team navigate their content easily.

1. Click Intranet > [Content] > Add Content.

Note: If you do not see any content listed, it means your Intranet site is currently blank. You need to add some content before you can create a content list.

2. Click Content List.

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3. Type the content title.
4. Double-click the [Content List - Content List] widget in the editing area to display the Content List dialog box .
   1. Edit the default title, if required.
   • This field is only relevant if you plan on having more than one content list on the same page.
   • In this situation, the title is only visible in the editing area: it has no impact on the title of the page nor the content list(s) that users see.
   2. Select the Tags related to the list.
   • You must use tags to filter the documents displayed. This is crucial, otherwise your content list is worthless because it lists all the Intranet content.
   • Click the Tags field, then locate and select the check box(es) of the tag(s) you want to add, for example, Clients + Letters.
   • To add new tags, Create New and type the tag name, then Save, if required.
   3. Set the sort order, if required.
   4. Set the record count, if you want to limit the total number of records displayed.
   5. Click OK..

5. Type a Description.

• We recommend that you state that this a list, and briefly describe what the list contains. For example, "List of letters to send to clients" or "List of admin checklists."
• A good description is important for two reasons. First, it is displayed when users do a search, so it helps them to identify and select the correct content item. It is also used by the administrator when building and linking procedures. When you link a document, there is no way to quickly open and check its contents, so the description tells them what the item contains and what it is used for.

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6. Change the status to Hidden, if required.
7. Click the Tags field > locate and select the check box(es) of the same tag(s) you wanted to add earlier.

• This ensures that users can easily locate your content list page when they do a search.
• This action may not be required if you are adding the content list to the Firm menu.

8. Add the content list to your Firm menu, if required.
   1. Select the Show content in the navigation, with a menu label of check box.
   2. Edit the default label, if required.
9. Click Save & Publish.

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