| Table of Contents |
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Types of Content | Description |
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| Templates for notification emails. | |
| Attachments | Documents that you want to attach to an onboarding activity. |
| Text Catalogs | Text objects that can be used on an onboarding activity or displayed on the homepage. |
| Image Management | Images that you want to add to the onboarding system. Used in different content revisions and other places. |
| Mixed Content | Flexible links on a homepage that allows for embedding video, links, and text in a pop up message. |
| PDF Templates | Writable PDF templates that can later be dynamically filled out during the onboarding process. |
| Forms that are part of the onboarding process, including ways to make sure the user agrees, understands, and fills certain fields out. It is also used to make supplemental attributes, specifying who can do or view any particular task | |
| Smart Checklists | Checklists to make a user complete certain tasks during the onboarding process. |
| Other company's services and forms that can check your employees for various information. | |
| Background Check Vendors | The companies that are partnered to complete background checks for your New Hires; this includes the background check forms. |
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To create a Content Revision, click the Menu icon and select Create Revision under Revisions.
| Menu |
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On this page, an Administrative User can either search for an existing in progress revision to modify, or can select Add a New Value at the top of the page if they want to create a new revision.
| Create Revision |
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The first step is to Reserve the revision. This saves the descriptive information and assigns a revision number. Click Reserve.
| Manage Revision |
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After Reserving the revision, click Configure to add content to the revision.
Manage Content Revision |
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How do you add or change content in a Content Revision?
On the Content Revision page, you can click on the Add or Review/Update for each type of content under Content Metrics. Details for adding or modifying each of these types of content can be found in the sections of the documentation below this one.
| Manage Content Revision |
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How do you apply a Content Revision?
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To apply the revision, click Return to Revision Manager and click Apply at the bottom of the page.
| Manage Revision |
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How do you withdraw a Content Revision?
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If you want to discard the changes you made in the revision, click Withdraw at the bottom of the Manage Revision page.
| Manage Revision |
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How to view Content Revision summary?
Content Revision summary shows the changes made to the content in that revision. On Manage Revision, click on Summary to navigate to revision summary page.
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The changes/additions made to the content type in that revision are displayed as grids.
Expanding the grid, the data related to content change is explained in a table as shown below.
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