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National Retirement Partners

Official Website Provider for National Retirement Partners

Tutorials

Site Management

Editing existing site content (Not available on all sites)

Method 1

  1. Login to your website.
  2. Navigate to the page you'd like to make changes to.
  3. Click the “edit” link in the top right corner of the page.
  4. Make changes to the content.
  5. Click the “preview” button at the bottom of the page if you'd like to see how your changes will look once saved, or, simply click the submit button to save the changes.
  6. Navigate to the adjusted page to confirm that the changes appear correctly.

Method 2

  1. Login to your website.
  2. Click the “Manage Content” tab in the dashboard menu.
  3. A list of all of the content on your website is now displayed. Find the item you'd like make changes to, and click the corresponding “edit” link.
  4. Make changes to the content.
  5. Click the “preview” button at the bottom of the page if you'd like to see how your changes will look once saved, or, simply click the submit button to save the changes.
  6. Navigate to the adjusted page to confirm that the changes appear correctly.
Adding client documents to your site
  1. Login to your website.
  2. Click the "Add Document" tab in the dashboard menu.
  3. Enter the title, and the name of the client(s) that you wish to have access to the document.  All other fields are optional.
  4. To attach the document, scroll down to the "File Attachments" link and click.
  5. Click the "Browse" button and browse to the location of the document on you local computer.  Select the correct file and click "Open."
  6. Click the "Attach" button to start uploading the file.
  7. Click the submit button to save the changes.
  8. Click on the "Manage content" tab in the dashboard to confirm that the document was successfully added.
Adding a new client account
  1. Login to your website.
  2. Click the "Add User" tab in the dashboard menu.
  3. Enter the necessary information for the new user.
  4. Click the “Create New Account” button at the bottom of the page.