Library Overview

Defining the Library

Your SendSites Library stores collateral for building Proposal pages. Each menu in the Library functions as a repository for the appropriate assets. These include images, videos and documents. Additionally, predefined content, such as Templates and Sections are stored in the Library.

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View and accessibility of the Library are limited based on the assigned User Role for each user. For additional information on managing users in the SendSites platform, click here.

Images

The images menu stores all photo-related content. All assets displayed here are available for use within pages. The SendSites Library accepts and stores all common image file formats — JPEG, PNG, PSD, TIFF, GIF.

To upload files to your SendSites Images Library:

  1. Access the Images menu from the Library.
  2. On the next screen, use drag & drop or click “Add New” image-1.jpeg. You may select multiple images for upload. As images are added into the Library, a status indicator appears.

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Managing Images

Multiple tools exist for assets within the Images menu. These options appear upon hovering your cursor over an image.

Click Here for a Demonstration
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View

Clicking the ‘View’ image-4.jpeg button engages a new window, displaying the image in actual size.

Click Here for a Demonstration
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Edit Image

Clicking the ‘Edit’ image-30.jpeg option displays an image editing tool. For an outline of the features available in the Image Editor, click here.

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Note

Changes applied during edit mode are saved permanently and overwrite the original image.

Move to Folder

Click the ‘Move’ image-8.jpeg button to rearrange the image to a new folder.

In the next window, navigate to the new destination folder for the selected image.

Click “Move Here” to apply the move of the image.

Click Here for a Demonstration
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To create and relocate the image to a new folder, enter the new folder name after the “ / “ in the “Path” field. For example, in the image below, the selected image will be moved from the “Uncategorized” folder to a newly created folder titled “Meeting Space Images.”

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Configure

The ‘Configure’ image-11.jpeg tool provides the ability to adjust the file name and description of an image. Image’s tags and the “share” setting of an image are controlled in this menu.

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  1. This is a thumbnail preview of the selected image.
  2. The ‘File Name’ field is editable. Type into this box, to rename the file name of the selected image.
  3. The file type of the selected image.
  4. Provide a description of the selected image. This text only displays in the Library.
  5. Displays the current folder where the selected image resides.
  6. Tags are organizational tools for identifying the use of the selected image. Values provided here, directly affect a user’s experience when searching for assets based on tag.
  7. Checking this box indicates that the selected image is shared to your entire organization.
  8. The user name of the person responsible for uploading the selected image.

 

Remove

Use the ‘Remove’ image-35.jpeg button to permanently delete an asset from the Images Library. Confirm or cancel the delete by using the “Yes” or “No,” respectively.

Click Here for a Demonstration
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Videos

The Videos menu displays links to recorded collateral. These videos are not uploaded to SendSites, rather any items displayed here are links out to resources stored on a Third Party provider. The Videos Library accepts links to various sites. Simply provide the Third Party embed or snippet URL.

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To create Video links in your SendSites Videos Library:

  1. Access the Videos menu from the Library.
  2. On the next screen click the “Add New” image-16.jpeg button.
  3. From here, provide the embed or snippet URL for your video and click Save.

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Managing Videos

Videos are managed using options that appear upon hovering your cursor over a Video.

Click Here for a Demonstration
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View

Clicking the ‘View’ image-28.jpeg button engages a new window. From here, you may play the video and view it as it will appear on your page.

Click Here for a Demonstration
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Edit Properties

Clicking the ‘Edit’ image-30.jpeg option displays an image editing tool.

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  1. This is a thumbnail preview of the selected video.
  2. The ‘Title’ field is editable. Type into this box, to rename the file name of the selected video.
  3. Provide a description of the selected video. This text only displays in the Library.
  4. Displays the current folder where the selected image resides.
  5. Tags are organizational tools for identifying the use of the selected video. Values provided here, directly affect a user’s experience when searching for assets based on tag.
  6. Checking this box indicates that the selected video is shared to your entire organization.
  7. The user name of the person responsible for creating the video link within the Library.

 

Move to Folder

Click the ‘Move’ image-32.jpeg button to relocate the video to a new folder.

In the next window, navigate to the new destination folder for the selected video.

Click “Move Here” to apply the move of the image.

Click Here for a Demonstration
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To create and relocate the video to a new folder, enter the new folder name after the “ / “ in the “Path” field. For example, in the image below, the selected image will be moved from the “Uncategorized” folder to a newly created folder titled “Meeting Space Videos.”

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Remove

Use the ‘Remove’ image-13.jpeg button to permanently delete an asset from the Videos Library. Confirm or cancel the delete by using the “Yes” or “No,” respectively.

Click Here for a Demonstration
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Documents

The Documents menu displays links to uploaded readable collateral. All assets displayed here are available for use as downloadable attachments within Proposal pages. The SendSites Library accepts and stores all document file types.

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To upload files to your SendSites Documents Library:

  1. Access the Documents menu from the Library.
  2. On the next screen, use drag & drop or click the “Add New” image-25.jpeg button. You may select multiple files for upload. As documents are added into the Library, a status indicator appears.

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Managing Documents

Documents are managed using options that appear upon hovering your cursor over a Document.

Click Here for a Demonstration
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View

Clicking the ‘View’ image-4.jpeg button engages a new window, providing a preview of the full document.

Click Here for a Demonstration
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Edit Properties

Clicking the ‘Edit’ image-30.jpeg option displays an image editing tool.

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  1. The ‘File Name’ field is editable. Type into this box, to rename the file name of the selected document.
  2. Use this field to indicate the default clickable text for display within pages, upon attaching the document.
  3. Provide a description of the selected document. This text only displays in the Library.
  4. Displays the folder where the selected document resides.
  5. Tags are organizational tools for identifying the use of the selected document. Values provided here, directly affect a user’s experience when searching for assets based on tag.
  6. Checking this box indicates that the selected document is shared to your entire organization.
  7. The user name of the person responsible for uploading the document to the Library.

 

Move to Folder

Click the ‘Move’ image-42.jpeg button to relocate the document to a new folder.

In the next window, navigate to the new destination folder for the selected document.

Click “Move Here” to apply the move of the image.

Click Here for a Demonstration
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To create and relocate the document to a new folder, enter the new folder name after the “ / “ in the “Path” field. For example, in the image below, the selected image will be moved from the “Uncategorized” folder to a newly created folder titled “Meeting Space Documents.”

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Remove

Use the ‘Remove’ image-45.jpeg button to permanently delete an asset from the Documents Library. Confirm or cancel the delete by using the “Yes” or “No,” respectively.

Click Here for a Demonstration
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Sections

The ‘Sections’ menu of the Library stores all Sections saved by the current user. This portion of the Library also displays Sections saved and shared to all SendSites users.

While this menu stores Sections, editing of the content of each is not available. Modifying and updating the structure of Sections is only available during the SendSites page building process.

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Each item shown here is available for building pages when using the “Browse My Saved” and/or “Browse Company” features of the ‘Add a Section’ menu.

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Click this sentence to read about saving Sections in the ‘Page Management’ article.

Managing Sections

Sections are managed using options that appear upon hovering your cursor over a Saved Section.

Click Here for a Demonstration
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Edit Properties

Clicking the ‘Edit’ image-40.jpeg option displays a Section editing tool.

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  1. A Thumbnail preview of the Section.
  2. The ‘Section Name’ field is editable. Type into this box, to rename the selected Section. This is what appears as an option when using the “Browse My Saved” and “Browse Company” features of the ‘Add a Section’ menu.
  3. Provide a description of the selected Section. This text only displays in the Library.
  4. Tags are organizational tools for identifying the use of the selected Section. Values provided here, directly affect a user’s experience when searching for assets based on tag.
  5. Checking this box indicates that the selected Section is shared to your entire organization.
  6. The user name of the person responsible for uploading the Section to the Library.
  7. Options here limit a user’s ability to alter specific portions of the Section. This works in combination with the “Shared” option (#5).
      • Editable: When unchecked, the Section can not be modified in any way.
      • Lock Position: When checked, the Section can not be relocated within the page.
      • Lock Removal: When checked, the Section can not be deleted from the page.
      • Lock Text: When checked, all characters within the Section can not be modified.
      • Lock Media: When checked, all images within the Section can not be modified.
      • Lock Upload: When checked, the Section can not be saved to the company library.

 

Move to Folder

Click the ‘Move’ image-32.jpeg button to relocate the Section to a new folder.

In the next window, navigate to the new destination folder for the selected Section.

Click “Move Here” to apply the move of the Section.

Click Here for a Demonstration
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To create and relocate the Section to a new folder, enter the new folder name after the “ / “ in the “Path” field. For example, in the image below, the selected Section will be moved from the “Proposal Tools” folder to a newly created folder titled “City Wide Collateral.”

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Remove

Use the ‘Remove’ image-35.jpeg button to permanently delete an asset from the Sections Library. Confirm or cancel the delete by using the “Yes” or “No,” respectively.

Click Here for a Demonstration
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Templates

The ‘Templates’ menu of the Library stores pre-formatted pages. Each Template serves as a guide for building pages with a specific design.

Editing the content of each Template is not available from this menu. Modifying and updating the structure of Templates is only available during the SendSites page building process.

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Templates stored in the Library appear as options when a user starts building a page. Click this sentence to read about creating pages from a Template in the ‘Page Management’ article.

Managing Templates

Templates are managed using options that appear upon hovering your cursor over a Template.

Click Here for a Demonstration
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Edit Properties

Clicking the ‘Edit’ image-6.jpeg option displays a Template editing tool.

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  1. Shows a preview of the Template.
  2. The ‘Template Name’ field is editable. Type into this box, to rename the selected Template.
  3. Provide a description of the selected Template. This text only displays in the Library.
  4. Tags are organizational tools for identifying the use of the selected Template. Values provided here, directly affect a user’s experience when searching for assets based on tag.
  5. Checking this box indicates that the selected Template is shared to your entire organization.
  6. The user name of the person responsible for creating the video link within the Library.

 

Move to Folder

Click the ‘Move’ image-32.jpeg button to relocate the Template to a new folder.

In the next window, navigate to the new destination folder for the selected Template.

Click “Move Here” to apply the move of the Template.

Click Here for a Demonstration
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To create and relocate the Template to a new folder, enter the new folder name after the “ / “ in the “Path” field. For example, in the Template below, the selected Template will be moved from the “organization-shared” folder to a newly created folder titled “Sports Team Proposal Templates.”

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Remove

Use the ‘Remove’ image-35.jpeg button to permanently delete an asset from the Templates Library. Confirm or cancel the delete by using the “Yes” or “No,” respectively.

Click Here for a Demonstration
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Quick Links to Knowledgebase Articles Referenced in This Document