Getting Started
At the top of the 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.
Below you will see your template in your main view
How to create content for your library
You can choose between
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How to edit and delete a folder
Editing and deleting a folder object is accessible via the options menu
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How to create a folder
To create new folders click on the 'Create content' button 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:
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Multi-select templates
If you need to move or delete several templates/resources at the same time, simply click on the three dots menu and click on 'Select'.
You will then be able to mark which templates/resources you want to move or delete, and then simply select what action you want to do. If you want to move your templates, you can choose which folder you want your templates to be located in and save them.
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Resources & the document data model
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 the 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 content' 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 inform 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.
To add an Editor resource for instance you can click on Editor->Editor library to access these:
How to find and preview templates from our library
Creating a template from scratch can be difficult and time-consuming. Luckily, we've created a Template Library to help you get off to a fresh start!
Here you'll find a number of proposal templates that are ready to be personalized for your specific use case. Simply:
You can also find all the proposal templates on the website. Click below to go to our template library webpage.
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What can you do with these templates?
Once you have opened the Template Library you will see two options, Start a send-out or Preview template.
You can either start drafting a new send-out right away or preview the template and add it as a resource in your content library.
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Copying a template to your content library to begin personalizing it
To add one of these templates as a resource to your content library, you first need to preview the one you want to add.
 Once you preview it, click Save Template.
 When you have chosen to save the template, it will be added to your content library. Click on the template if you want to make changes to the template to personalize it for your brand and use case.
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Create a document directly from our template library
If you wish to create a single send-out and not save the template to Content Library, click on the three dots on the template and choose to Start sendout.
 You will go directly to a drafting send-out page, where you can edit the document, add recipients, create an intro video, and then send it. |