How do you create a new Paragraph?

Modified on Wed, 13 May 2020 at 03:44 PM

The user must firstly navigate to the correct Paragraph page in the Content Management section (either Company Paragraphs or Your Paragraphs).

First of all, the user must decided which template the paragraph will be used for. Above the tree structure is a drop down question, and the user can select the relevant template type from there; the default answer is set to the Suitability Report, but it is possible to create paragraphs for the Periodic Review letter/template and the Legacy Suitability Report.

A new paragraph can be created by clicking on the 'New Paragraph' button. The 'New Paragraph' button is outlined in red below. Please note that it is a prerequisite that the section and sub section is located first.

A pop up screen on the right hand side of the tree structure will now appear for the user to enter the following details: the paragraph name and description. The user must click on the button 'Create Paragraph' to save and use the paragraph.

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