Users must have the role “Content Author” assigned in order to create or edit Content Rules. At least one Content Type has been created.
Content Rules play a key role in defining how content behaves across the platform. They establish guidelines for different Content Types and their associations at various levels, such as Firm, Asset Class, Strategy, Product, Share Class, or Account. Before any content associations can be made, a Content Rule must be created, allowing users to structure and control content behavior effectively based on their organizational needs.
To create a new Content Rule, a user begins by first clicking on the “Define Content Rule” in the upper right-hand corner of the Content Rules screen. The user will be automatically re-directed to the Define Content Rule screen where the user will be able to create a new rule.
Select the Content Type from the list on the left-hand side. By default, the only Content Type available are Smart Docs. Users with Admin role assigned can create additional content types in the Admin Center’s Content Type Master tab.
Once the Content Type has been selected, select a level to associate with the Content. Association Levels are available and cannot be edited. Depending on the selection, a sub-menu will be shown which allows the user to have additional control over the ways in which the content may be used. Only one Association Level can be selected per Content Rule.
After selecting the Content Type and Association Level, if “Account” is chosen, pick the relevant account and template from the right side to establish a rule. This creates a link between the template, the content type, and the association level. When generating content for the template, this rule enforces the defined connection, ensuring any updates to the content association are applied consistently.