Managing sections in the library

To manage sections in your library, go to your content library from the main menu > sections.

From here you can create, preview, duplicate and delete sections directly in the library.

Creating sections: If you create a new section, it uses your default template as a basis for the styles.

NOTE: Currently you can't directly edit styles in the library because they automatically inherit the styles of whatever proposal they are imported into.

Deleting sections: If you delete a section from the library it will NOT delete that section from proposals or templates using the section. Instead it simply hides that section from your library. If you need to restore a section you deleted from the library please contact support.

The next two sections explain how to rename sections and how to group related sections.

Renaming Sections

Sections can be renamed from the Content Library. In the content library, just select the title of a section, and it will change to the option to type in the new name:

Your sections can be also renamed be while editing a proposal, by selecting the section name at the top of the page. A text box will appear, where you can fill in the new name of your section:

If the section is only in one proposal, the section name is updated and not just the label. This means that in the content library the names may not be the same once a section is reused.

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