Getting Started

Once you've opted-in to the beta features, Content Library will replace the Templates view in the left-hand menu and the existing content in terms of templates and folders will be moved to the new Content Library view.

At the top of Content Library, you will see folders represented with icons and their name. To interact and navigate in your folder hierarchy simply click on it to go into it and find the contents within.

Editing and deleting a folder object is accessible via the options menu (represented with 3 dots)

To create new folders use the 'Create' menu in the top right corner.

By default, we will display all resources on the Content Library landing page sorted by Updated date with the latest edited resources first. You can use a number of controls to quickly find a specific resource, namely:

  • Filtering the view on what type of resource - All / Templates / Editors / Videos / Link

  • Sorting the view on - Name / Created (timestamp) / Updated (timestamp)

Simply click the resources filter or sort order text to see the available options.

Resources & the document data model

With the addition of Content Library, a new level in the document data model has been introduced to GetAccept - this is what we call a resource.

A resource is defined as a reusable piece of content that can be associated with one or multiple template objects and have user permissions attached to it.

By default each user can read & edit resources he/she has created and admins can read & write to all resources attached to an entity unless entity settings have been set to prevent that.

Difference between Block and Resources

When using GetAccept native document editor you will create Blocks of content when creating them as part of a new document. This 'on the fly' creation of content makes them into Blocks of content that are not re-usable by default and this is an important distinction.

Resources on the other hand must be created from within the Content Library view where they will be explicitly saved as a resource and made re-usable. To do this you need to use the 'Create' menu in the Content Library.

The benefits of working with Resources

Resources are reusable and can be updated or deleted in a single location and changes cascade into potentially several different template objects. A typical use case for resources would be standard elements of a document such as personal bio's, customer cases, company information or videos, or boilerplate information that is part of many different templates.

Editing or deleting a Resource

While editing or deleting a resource GetAccept will check if a resource is part of templates and informing you about this so you can make a choice if you want to proceed with the action or not. In these cases, the proceeding will update or delete the resource in all instances where it is used going forward in time. Already sent documents will not be affected.

Finding Resources when building a new document

When using the new document builder you will have an entry point to add new content blocks for each type - templates / editor / video / link.

These dialogues have a tab labeled 'library' - selecting this allows you to quickly find Resources from the Content Library and add them to your document.

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