Add a Pre-Approved Page

Modified on Fri, 4 Apr at 8:42 AM

A Pre-Approved Page is a page that has been created by the Marketing team for use on your website. It may be added or removed freely, but can not be edited or customized outside of Search Engine Optimization options.


1. Navigate to Settings.

Settings section in the Digital Workspace 


2. While in the Your Pages section of Settings, click on the green Add Page button in the top right corner.

Add page button in Your Pages


3. In the Page Attributes section, click the Type of Page drop-down menu and select Pre-Approved Page option. The fields below will remain greyed-out. 

Selecting Pre-Approved Page in Type of Page


4. Scroll down to the bottom of the page and find the Choose a Pre-Approved Page Template section. Scroll through the available templates and select the page you'd like to add.

selecting a pre-approved page called family wealth continuum


5. The greyed-out fields above have now been populated with information respective to the template you have chosen.

Page attributes populated with "Family wealth continuum"


6. When you are finished, click Save This Page to submit the changes to Compliance.

Settings section in the Digital Workspace 

7. The page will now be added at the bottom of the Menu Structure. Refer to Manage the display order of navigation menu items for instructions on how to change the location of the menu item. 

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