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Intro to Content for Deal room

An overview of the Content where you store your Room templates and Content resources

Overview

In Content, you can create your templates to use in your rooms, and build content resources.

Here you can choose to search for a specific template or resource, and also filter between your own templates, and show all content.

Search tool

In the library, you also have the option to search for a specific template, folder, or resource.

You can also filter by user, resource type or tag.


How to create content for your library

  1. Go to your Content page

  2. Click on Create new

  3. Select the type of content you want to create

You can choose to create a:

  • Room template

    • A room template that you can use for creating rooms to share with participants

  • Content resource

    • Resources that you can add to your room whenever you need them

  • Folder

    • Build folders to store and structure your content


Creating a resource from existing content

You can also create resources from content you've created elsewhere. For example, you can save a section from a Deal Room so that it can be used in other rooms in the future.

Or you can duplicate an entire room and use it as a template so that future rooms can be created with the same structure and content.

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