How to Download Content From the Content Library

How to Download Content From the Content Library

If you do not have permission to download content on behalf of your office, you can still examine the content.

  1. Navigate to the content you wish to see, then use the Preview button to view it.
  2. Once you find the item you want your office to use, notify one of the staff in your office who does have permission to download content and request that they do so.

Those who have permission to download content on behalf of their office. To do this:

  1. Navigate to the content you want to download. Click on the tile to open it’s page.

      Note:

    • It is always a good idea to use the Preview button to examine the content before you download it, to avoid the waste of your monthly downloads.
  2. Go to the Files section of the content page.
  3. Find the file you want to download. There may be different versions of it based on the CRM you use, your Broker Dealer, your country, or even varying degrees of technical analysis based on the audience who will receive the letter. There might also be email templates to use as well.
  4. Click Download once you find the right file. This will use one of your office’s allotment of downloads for the month.

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