What are Linked Resources?
Linked Resources enable you to link frequently used content, such as sections or pages, to your Deal Room templates. By linking resources, any updates made to the resource will automatically apply across all templates using it, saving you time and ensuring consistency.
Key Things to Know:
Resources Must Be Public
For a resource to be linked to a template, it needs to be marked as public in the Content Library.Sections Only
Linked Resources can only be added as sections in a template. Individual elements from existing sections cannot be linked directly.Create link for already added resources
Content resources that were added to a template before Linked resources was released will need to be removed and re-added to the template to establish the link.
How to Link a Resource
Open a Deal Room Template
Click Add section to add a new section.
Click Browse Linkable Resources
Select the resource you want to link from the available options.
Once a Resource has been linked, you'll see an indicator in the table of content and colored wrapper to highlight which sections are part of the linked Resource
Managing Linked Resources in Templates
To manage Linked Resources in an existing template:
Click the three dots next to the section you want to modify.
Choose one of the following options:
Edit Resource: Open the linked resource in the Content Library for direct updates.
Replace Resource: Replace the current linked resource with a different one.
Unlink Resource: Break the link and convert the content into standard editable content.
Remove Resource: Delete the resource from the template.
To manage and edit a Linked Resource from Content:
Navigate to the Content Library:
Go to the Content tab in your GetAccept account.
Locate the specific resource you want to manage or edit.
Edit the Resource:
Click on the resource name to open it or use the three-dot menu next to it and select Edit.
Make the necessary changes to the resource content, such as updating text, images, or formatting.
Impact of Edits on Linked Templates:
Any edits made to a Linked Resource in the Content Library will automatically update all templates where the resource is linked.
