Content Library

Camillia Snow
Camillia Snow
  • Updated

In Proposify 3, our content library is getting a refresh. The account's assets will live here, including templates and images, however; with the current beta iteration of the content library, only templates will be available and are restricted to just V3 documents.

 

To access the content library for Proposify 3, simply select the icon on the left navigational bar. When the drawer pops out, you can choose Content Library 3.0:

contentLibraryE3BETA.jpg

 

This brings you to the main asset page, where you'll be able to see any created V3 templates:

contentLibraryE3.jpg

 

Templates

Our templates will continue to be your building block to quickly create your documents - the template editor will look and function the same as the document editor.

To create a new template, select + New Asset:

newAssetCreateE3.jpg

 

This will bring up the template editor for you to start customizing your design:

templateEditor.jpg

 

Need some help with what you see? Check out our articles on Helpers and Fundamentals.