Do you have a question? Check in this list.

How do I add pre-approved content?

  1. On the Digital Workspace dashboard, click ‘My Website’.
  2. Click ‘Add’ to choose from content blocks, forms, events, polls, team member profiles or pre-approved profiles.


     
  3. Click ‘Browse’ to chose from the content library or web gadgets.  

 
Note: All custom landing pages will require a compliance review.

How do I add the page tabs on my website?

  1. On the Digital Workspace dashboard, click ‘Dashboard & Settings’.

      
  2. Click ‘Your Pages’ 

     
     
  3. Click the green ‘Add Page’ at the top right-hand corner.

  4. Fill in the required fields at the right side of the page and then click the ‘Save’ button.

How do I add videos?

You can add media and video into the editable text field, using the ‘Embed Media from External Sites’ tool.


 

  1. Click the ‘Embed Media from External Sites’ from the toolbar.
     
    • This brings up a new panel


       
  2. Add the media link into the ‘URL’ field. (example: YouTube, Vimeo, etc.)
  3. Click the ‘Ok’ button.

How do I change the image on my home page?

  1. Navigate to ‘Dashboard and Settings’.

  2. Click on the ‘Your Pages’ tab. 


     
  3. From the Menu Structure section, select the ‘Home’ page from the list.
  4. From ‘Theme options’ panel, select a new banner from available options or upload a new ‘Custom banner.'
     
    • Note: For custom banners make sure they’re 1500 x 650 pixels.

  5. Click the ‘Save this page’ button. Note: This will need to be approved by compliance.

How do I change the order of my menus on my website?

  1. Navigate to ‘Dashboard and Settings’.


     
  2. Click on the ‘Your Pages’ tab. 


     
  3. From the Menu Structure section, click the ‘Edit Menu’ button.
  4. Manually drag list items to the desired location and click the ‘Save Menu’ button. The menu order will be updated.

How do I change the structure of one of my website’s pages?

  1. Navigate to ‘Dashboard and Settings’.

  2. Click on the ‘Your Pages’ tab. 


     
  3. From the Menu Structure section, select the page you wish to change the layout of
  4. Under Page Attributes you will see 2 options under 'Choose a Standard Page Template'
  5. Select the template you would like
  6. Click the ‘Save’ button and the page layout will be updated. 

How do I find deleted web content?

All of your web content, no matter what status it has, can be found in your personal content library.

  1. On the Digital Workspace dashboard, click ‘My Website
  2. Click ‘Browse’ to active the drop-down menu
  3. Click ‘Content Library
  4. Under 'Your Hub' you will find content that was approved or in draft mode

How do I remove a user from the footer of my website?

  1. On the Digital Workspace dashboard, click ‘My Profile’.

  2. Click the ‘Team Member’ tab.

  3. Click the ‘Edit Display Preferences’ button.
  4. Uncheck the team member that you don’t want to show in the footer under ‘Display’ column.
  5. Click the ‘Save Changes’ button.

How do I retrieve a deleted page/profile?

  1. On the Digital Workspace dashboard, click ‘Recycle Bin’.

  2. Locate the page or profile that you wish to restore.
  3. Click the ‘Restore Selected’ button.

  4. Confirm the restoration and the page/profile will be retrieved.

How do I set up proper heading structures?

Setting up your copy with the proper heading hierarchy is an important thing to do when publishing new copy. As a rule of thumb, you should always use the ‘Format’ tool to create headings and subheadings (also known as H1, H2, etc.) as this is important part of AODA guidelines. Use the following as best practice:

  • Heading 1’: This is usually used for titles. Please note: The title field for some content types has this embedded directly.
  • Heading 2’: This should be used for subheadings.
  • Heading 3’ and ‘Heading 4’: Use these for bold headings that fall beneath the subheads
     

Note: It’s important to always put your copy in this type of hierarchy.

 

How do I update my contact information?

  1. Go to the Digital Workspace homepage
  2. Click ‘My Profile’ 

  3. Here you can edit your name, email address phone number, social media accounts, bio and profile photo.
     
    • Within the ‘My Profile’ section you can click on ‘Team Members’ if you a part of a firm or have support staff.

       
  4. Click on ‘Practice Profile’ to change your address.
  5. Click the ‘Submit for Approval’ button.
     

Note: All profile changes will require a compliance review.

How do I use my existing website address?

If you have an existing website domain that you'd like to use on your new Digital Agent website, or if you want to redirect an existing domain to your new website, please send an email to service@veriday.com with the following information:

  • Your default Digital Agent domain
  • The custom domain you'd like on your new Digital Agent website
  • Any other URLs you want to redirect to your new Digital Agent website

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