Adding Collateral to a Collateral Program

Follow these steps to manually add collateral to a collateral program. You will need to have created collateral assets before you can add them to a program.

1. Navigate to Library Content > Collateral Programs.
2. Click on the name of the required collateral program to open it for edit.
3. Click Add Collateral.

4. In the Add Collateral screen, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

   

5. [Optional] Filter the list of content by tag, if available.
6. Click Add beside each item name you'd like to add to the collateral program. The button name changes to Added. You can add multiple pieces of content to the program.
7. [Optional] Select another Content Type and repeat the process as required.
8. [Optional] Click Save as Collateral Rule to add an auto-addition rule based on this selection. For more information, see Add Collateral Auto-Addition Rules to a Collateral Program.
9. Click Close to return to the collateral program detail page. Scroll down to Associated Collateral, to see the list of collateral included in the program.

10. [Optional] Click Edit Details to access the partner filter and tag settings. 

    • Click Edit in the Partner Filters area to create a filter based on available Partner Groups and fields
    • Select any of the tags listed to assign them to this program

    

11. [Optional] Click Publish to make the collateral program available in the portal - ensure that you have the Collateral page or bundle in the portal site navigation.