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Contextual Content includes Company Policies and Company Benefits . These can be customizable for specific attributes. You can have them specified based on the values of attributes. For example, if you want a specific policy to show only when the Company is Real Estate, you can do that by creating a Process Revision.
To add a Contextual Content, an the Administrative User must be in an active Process Revision. Also, the content that is to be added as Contextual Content should already be created through a Content Revision.
Select In the Process Revision page, select the attribute for which you want to add Contextual Content. The available Contextual Content will be displayed in the icon list for the corresponding attribute.
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Select or unselect any of these attributes in Configure Attribute Preferences page and save.
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| Process Revision page |
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| Configure Attribute Preferences |
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On the Contextual Onboarding Content Revision page, select the content which you want to add as a Policy/Benefit and save.
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The list includes Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list.
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