Content for content blocks, validation messages and help messages

Content for content blocks, validation messages and help messages

There is specific content that can can be modified by finance companies. Content that appears on:
  1. The members portal
  2. Fusion loan administration 
Content exist at 2 levels i.e.
  1. At originator group level
    1. content for pages that do not involve a product, example the user profile page on the portal
  2. At originator group product level
    1. content on pages that do involve a product example the view loan page on the portal
Users are able to change content that appears in:
  1. content blocks on pages
  2. validation messages
  3. help messages
  4. button text
  5. custom content blocks

1. In Clearmatch, navigate to Configuration > Content :



There will be menu items to modify all the different content as mentioned above.



 
Below is an example of how to change the content on the "Upload Documents Page" on the portal. The same process is followed for altering content blocks, validation messages and help messages by selecting the correct menu item.

2. Click on Product Content Blocks under Content :



The reason the "product content block" is selected is because the upload documents page is used to load documents against an application and an application is a product level.

3. From the filter options , select the appropriate Finance Company, Originator Group and Product from the drop down list. Select "Portal" under location and "Upload documents" under page. If you know the specific content block name you wish to modify then enter the details under "Content block name". You could also use the wildcard search and search for the specific content. If you enter no content block and content, then all content that can be modified on the page will be presented in the list.



4. The content blocks will be displayed in the list at the bottom of the page.

 

5. Select the relevant content block that you would like to change the content for. The details will be displayed on the page and you can select the "view content" hyperlink to view the full content.


7. Click on the Edit icon to make changes to the content



It is important to remember that the content being added is in fact HTML content and it is being added to a webpage. As such you need to be careful of what is added and test to make sure it does not affect the display of the page.

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