In your Content Library on the Publishing platform, users with the 'Manage Content Library' permission have access to Collections of content including industry relevant-articles on financial services topics from our content partner, UpContent.

  1. Managing Collections - Admins can choose which collections they would like to view and from time to time, may want to edit/manage your selections.

  2. Saving Content Collections Articles to the Content Library

  3. Posting Content Collections Articles

Managing Collections

Admins can choose which collections they would like to view and from time to time, may want to edit/manage your selections.

To view your current selections, go to Publishing > Content Library > Collections and click on "Upcontent".

Once you click on Upcontent, you will see folders for the collections you have already selected and you will see the "Manage" button in the upper right hand corner.

Click on "Manage" to select additional collections or de-select current selections. The ones highlighted in green are the collections you have selected.

*Note - Don't forget to "Save Selections" before navigating away from this page!

Adding Content Collections Articles Into Content Library Folders

  1. To access UpContent, from the Left Navigation menu, go to Publishing > Content Libraries, there you will see 2 tabs on the top left side. One for "folders" which would be your personal folders you have created. The other tab is "Collections" which is where you will find UpContent.

2. Once in the Content Library, click on one of the UpContent folders you would like to select content from.

3. Click on the article you would like to add to your content library or post right away

4. When you hover over one of the articles, you will have a few options:

A: Click the link to view the article

B: Click the trash can to remove this article from the folder. Once removed you will NOT be able to retrieve the article

C: Add the article to a personal content library folder or post now

5. If you click option C, you will be taken to the screen shown below where you can make edits, add accounts, and publish the post now or save it for later in your own content library



Posting Content Collections Posts

  1. To access UpContent, from the Left Navigation menu, go to Publishing > Content Libraries, there you will 2 tabs on the top right side. One for "folders" which would be your personal folders you have created. The other tab is "Collections" which is where you will find UpContent.

2. Once in the Content Library, click on one of the UpContent folders you would like to select content from. If you would like a content library folder deleted, you may click on the Trash bin shown below which will remove it from your collections.

3. Once you click into the category you'd like to view articles from, you will be taken to a screen showing articles related to that topic shown below

4. Once you click on the article you'd like to view by clicking the small folder in the lower right-hand corner, you will be taken to the screen shown below where you can make edits, add accounts, and publish the post now

5. To publish the post now, toggle the “This Is A Content Library Post” below in the purple box “Off” and it will be available for you to post live to your selected social media accounts like you would with all of your other social media posts. Click here for instructions on how to post to your social media accounts.


Managing UpContent Folders

If you see some content library categories that may not be relevant to you, you may remove them from your UpContent selections by doing the following:

  1. In the UpContent section of the app, click on the "manage collections" button in the upper right-hand corner

  2. Here you will be able to select the collections you would like to receive content from. The ones that are Green are active, the ones that you click will turn White and will be inactive. You may reactivate a collection at any time. Once your selections have been made, click the "Save Selections" button and your content library will be updated.

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