Linked Resources are reusable content blocks stored in your Content Library that automatically sync across all Deal Room templates using them. When you update a Linked Resource, the changes instantly appear in every template that includes it , without requiring you to republish templates or manually update each one.

Linked Resources are ideal for content that should remain consistent across multiple templates, such as company overviews, standard case studies, pricing frameworks, or product descriptions. They reduce maintenance overhead and ensure your messaging stays aligned.

Both Linked and Embedded Resources are reusable content blocks, but they behave differently:

Linked Resources: Create a live connection between the resource and all templates using it. Edit the resource once, and all templates update automatically. Best for evergreen content that rarely changes or must stay synchronized.

Embedded Resources: Create a snapshot copy of the resource within each template at the time of insertion. Templates do not update if the original resource changes later. Best for template-specific variations or one-time customizations.

Choose Linked Resources when consistency matters; choose Embedded Resources when you need template-level independence.

Navigate to Content in the left sidebar, then click Create new and select Resource. Build your content using the Editor (text, images, videos, pricing tables, forms, or any other content block). After adding all content, scroll to the bottom of the creation panel and ensure the Linked Resource toggle is enabled before saving. This setting makes the resource available for linking across templates rather than embedding as a one-time copy.

Open or create a Deal Room template. Within the template editor, position your cursor between sections where you want to insert the resource. Click the + icon and select Content Resource. A resource browser opens showing all available resources organized by visibility and type. Select your Linked Resource from the list. The resource appears as a linked block in your template , you'll see a small link icon next to the block name, indicating it's connected to the original resource.

When you edit a Linked Resource, the changes are live immediately. Every Deal Room template using that Linked Resource will display the updated content the next time the template is viewed or used. This automatic synchronization means you edit content once in the Content Library, and all templates stay current without additional action.

For example, if you have a company overview Linked Resource embedded in 10 different Deal Room templates, updating that resource's text or images updates it across all 10 templates simultaneously.

If you cannot find a Linked Resource when adding content to a template, check the following:

When you create a Linked Resource, you set its visibility level:

Public Linked Resources: Visible to all users in your entity. Public resources appear in the resource browser for any user building or editing a template. Use Public for company-wide content such as standard case studies, product overviews, or brand guidelines.

Private Linked Resources: Visible only to the creator and administrators. Private resources do not appear in other users' resource browsers. Use Private for draft content, experimental variations, or team-specific materials not yet ready for company-wide use.

You can change a resource's visibility at any time by editing it and toggling the visibility setting.

Navigate to Content → select your Linked Resource from the list → click Edit. Make your changes using the Editor. When you save, the updated content is immediately available to all templates using that Linked Resource. Templates do not require republishing , the updates are live for anyone accessing those templates going forward.

Use Linked Resources when:

Use Embedded Resources when:

The choice depends on your workflow and content governance. Linked Resources enforce consistency; Embedded Resources provide flexibility.

If you're editing a Deal Room template and the resource browser appears empty or doesn't show the resource you expect:

Verify the resource exists: Go to Content and confirm the resource is listed there with status "Published" or "Active." Draft resources don't appear in template browsers.

Check visibility: If the resource is Private and you're not the creator or an administrator, it won't be visible. Ask the creator or an admin to change it to Public, or request they add it to your template directly.

Refresh the browser: Close the resource browser panel and reopen it. Cached results sometimes don't reflect newly created resources immediately.

Clear search filters: If a search query or filter is active in the browser, it may be hiding the resource. Clear any active filters and search again.

Confirm it's saved as Linked: Open the resource from the Content Library and scroll to the bottom of the edit panel. Verify the Linked Resource toggle is enabled. If it's disabled, the resource is embedded-only and won't appear as a linkable resource.

If the resource still doesn't appear, contact your administrator to verify permissions and content visibility settings.