Publications are a great way to showcase guides, budget reports & monthly newsletters to your clients, you can link to them from mailshots, share on social media and it couldn't be easier with our new module.
Below we show you how. There is a video guide plus written guide for your preference.
Creating new Publications
To add a new publication, first you will need to log into your dashboard, you will notice a menu item called Publications.
Click Add New and you will be taken to the publication creation page.
Most of the following fields are self-explanatory. Here you can enter your title, add a cover image (which will be displayed on the listing page), the file upload button, an about section, publication document type, publication topic type and excerpt.
You can add a document type here e.g. (Budget, tax card etc) this is useful to show specific document types on specific pages.
You can add a document topic here e.g. (MTD, Tax etc) this is useful to show specific document topics on specific pages.
Click publish and the publication will be added to the listing page automatically for you and look something like this (depending on the design of your website)
If you can't see the publications menu item then get in touch with your account manager to discuss adding the module: 0117 915 0420