How to add, remove, or update the pages listed on your Transparency tab
Streamline's Transparency tab provides a comprehensive checklist for all of the items that are required for you to post in your state. We make it easy to add pages that meet these requirements.
Note: This reference guide works best to accompany this tutorial on completing your checklist here >
Transparency tab overview
A - expand different sections by clicking on the section name
B - (CA only) click this checkbox to filter for legal requirements only
C - click the top-right corner of the page to edit or remove this page from the checklist item
D - if multiple pages are needed to fulfill a requirement for a checklist item, indicate the landing page where the content for this requirement lives
E - see a list of all the pages teased on the landing page [D] that you have created to meet this requirement
F - create new pages and automatically tease them on the landing page [D]
G - add a single page to meet the requirement from your library, or create a new one
Add a page to a checklist item
- Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
- Click on the name of the section where the checklist item lives
- Locate the checklist item and look for the large square +Add New button to the right, and click it
- You'll see a window pop up that features your list of existing Pages from your Content Library.
- If you have already created the page that meets this requirement, locate or search for the page and select it. The page will automatically be added to your Transparency checklist.
- If you have not already created the page, you can click the large square +New button to create the page and add it to your checklist in one step
Add multiple pages to a checklist item
Note: Some items on your checklist may require multiple pages to satisfy the requirement i.e. a list of profiles for your board or staff members will require multiple profile pages to get the green check mark. For these items, you will first need to indicate a landing page where these pages will live as teasers. You can then either select or create new pages to add to your landing page.
- Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
- Click on the name of the section where the checklist item lives
- Locate the checklist item you want to fulfill. If multiple pages are required to meet the requirement for this item, we'll ask you to indicate a landing page where those pages will live:
- If this is already pointing to the correct landing page, continue to step 4
- If this is not pointing to the correct landing page, click on the button next to and select a new landing page
- You may need to add several pages to your landing page to meet the requirement. You can do this by clicking the large square +Add New button.
- You'll see a window pop up that features your list of existing Pages from your Content Library.
- If you have already created a page that meets this requirement, locate or search for the page and select it.
- If you have not already created the page, you can click the large square +New button to create the page and add it to your landing page in one step
Apply a template to a checklist item
Note: Some checklist items have the option of applying a pre-made template page that Streamline provides. These templates provide best-in-class responses to some of the more common compliance requirements.
- Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
- Click on the name of the section where the checklist item lives
- Locate the checklist item you want to fulfill. If a template for that item is available, you will see a large square +Add Template button.
- Click the +Add Template button to create a new page with the templated content. Feel free to make any changes, or leave as-is. When done, click Save and close to create the page and add it to your checklist item:
Edit or remove a page from the checklist
- Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
- Click on the name of the section where the checklist item lives
- Locate the checklist item you want to modify. If you've already added the page, you'll see it indicated as a gray-ish square on the right side of the screen. Click in the upper right corner of the square.
- If you want to edit the page, click the Edit this page button:
- If you want to delete the page, click the Delete button:
Note: you'll have the option of either totally deleting the page from your site, or simply from the checklist.