How to use Update Categories to Display your Publications

After your publication (Update) has been uploaded and approved, you may display it on your website using the Updates web gadget.

When creating an Update, you have the option of categorizing that Update to help assist you in labelling and organizing how and when you would like that update to display. 

Adding a Category to an update enables it to display when that category is selected in the Updates web gadget. Think of a category like a checkbox. 

Selecting more than one category will enable it to display whenever ANY of those categories are selected. This is useful for when you’d like an Update to display in multiple sections.

For example: 

All of our newsletters have been assigned the Investing category.

Our “August Newsletter” has been assigned two categories:

• Estate Planning
• Investing

If we add a new Updates web gadget to our page and configure it to display only the Investing category, ALL our newsletters will display:

If we configure the web gadget to display only the Estate Planning category, ONLY the August Newsletter with display as it is the only Update that has been assigned that category:

If we add more than one category, then any update that has been assigned that category will display.