This document provides a detailed, step-by-step guide for effectively utilizing the 'preview' and 'edit' functions in communications.
Navigate to the Communications Section
- Open the Membership or Training Tab.
- Locate the Communicate folder and click on Communications.
Create and Save Your Communication
- Click the plus(+) button to create new communication
- Once completed, ensure to save your communication.
Access the Content Tab
- Click on the Content tab of your communication.
- Scroll to the bottom Click the Clear button
Select Your Editor Type
- Under Editor Type, you will see two options: Template(drag and drop) and Classic.
- Select the Classic Type.
Utilize the Preview and Edit Functions
- In the Body section, you will find the Preview and Edit buttons.
- Preview Mode: Upon loading, communications will default to a read-only "preview" mode. This displays the content in a secure view.
- Edit Mode:
- Click the Edit button to enter edit mode.
- This opens the message in the full editor, allowing you to make necessary updates or enhancements easily
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