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Shareable Content

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1 min readUpdated

User Guide › Configuration › Shareable content

Shareable content — Configurations › Shareable Content

Overview

Use Shareable Content to access the company record used by the application for shareable content configuration. This page is intended for authorized users who maintain company-level information and need to save their changes before leaving the page.

Before you start

  • Sign in to the application before opening Shareable Content.
  • Ensure that you have access to Configurations.

Steps

  1. From the application navigation, go to Configurations > Shareable Content.

  2. Review the available shareable content information and make the required changes.

  3. Select Save to save your changes.

  4. If you have finished working on the page, select Save and Close.

Tips & cautions

Warning: If you leave the page with unsaved changes, the application displays a warning before you exit.

Tip: Use Save during longer updates to retain your changes before continuing.

Troubleshooting

  • You cannot open Shareable Content → You may not be signed in → Sign in to the application and open Configurations > Shareable Content again.

  • You receive a warning when leaving the page → Changes have not been saved → Select Save or Save and Close before leaving the page.

  • Your changes are not retained → The save action was not completed → Return to Shareable Content, make the changes again, and select Save.

Result

You have accessed Shareable Content and saved the required company-level changes.

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