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Resources Page

Shows your PDFs plus Valmark PDFs. Keep titles clear and files small.


Where It Lives

  • In the Resources dropdown; at yoursite.com/resources.
  • Pulls from Custom PDFs and Valmark PDFs.

What to Do

  1. Add your PDFs in Custom PDFs (title, category, file, Publish).
  2. Select Valmark PDFs in Valmark PDFs (check boxes, pick Display Style, Publish).
  3. Visit yoursite.com/resources to confirm downloads work.

Display Styles (set in Valmark PDFs)

  • Grid or List are simplest. Accordion/cards are optional.

Categories

  • Custom PDFs: you set the category; be consistent.
  • Valmark PDFs: categories are preset.
  • Common: Retirement, Insurance, Estate, Client Resources, Forms.

Quick Tips

  • Clear titles (“Retirement Income Guide”) beat file names.
  • Compress PDFs for faster downloads.
  • Remove outdated items; keep the page lean.
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