Overview

Sections can be used as boilerplate pieces of content (templates) that you can add to projects. This includes information that can help to build proposals, add to RFXs, and export into Response templates.

You can import sections into an active project to quickly assemble content.

You want a quick and easy way to reuse content for executive summaries, general project information, FAQs and commonly used section titles and descriptions.

Understanding section cards

You can perform various functions from a section card.

1. Create new Q&A pairs, documents, sections, catalogs, or import files.
2. Manage section group information.
3. Click More for additional options such as favorites, other bulk options, bulk share, on-demand review, archive and delete.
   Note: You must check the Select box in order to see the bulk options.
4. Check the box to select all content.
5. Sort by options such as updated date, created date and rating.
6. Section details such as metadata, subsections, section name, last updated by, and when updated are displayed here on the content card.
   
   • Click Read More to expand and view the content.
   • Click the section name to open the section in Section view.
7. View or add flags, comments, properties and edit section information.
8. Expand the More options menu to manage subsections, share the section, view activities and more.

Creating sections

1. From the Content Library Sections tab, click New and select Section.
2. Enter a section name.
   Note: To create multiple sections at once you can enter multiple section names separated by line.
3. To make this a subsection, select a parent section from the Assign Parent Section drop-down list.
4. To assign the template to a group, select one from the Group Name drop-down list.
5. Click the Description radio button and add a description.
   Note: You can click the Advanced toolbar for highly formatted sections.
6. Add metadata, such as tags or flags, as necessary, then click Save.

Updating sections

1. From the Content Library Sections tab, filter down to the content you want to bulk update.
2. Check the boxes of the sections you'd like to update, or check Select All to select every section template.
3. Click More and select Other Bulk Options.
4. Edit the information as needed, then click Update.
   Note: The content will remain unaltered if you don't have edit permission or if the content is in review.

Working with section templates

All sections can be used as section templates, and you can group sections together for easy reuse.

You have two different executive summaries, one for health care customers and one for government customers. Using group names helps users identify which section template to choose when searching for the appropriate content. The section name can remain as Executive summary, then the group name filter can be applied to determine which executive summary is appropriate. Note that when adding a section template to a project, the full section same will export.

Section templates can be added manually in the Content Library, or saved directly from sections in projects allowing you to pick the right group of sections based on how you might need to respond. See Working with section templates in the Content Library or Working with section templates in projects for more information.

Building Sections with Content Library Search

From the individual Section view, you can search for similar content and apply/override answers, copy styles, and add the question as a sub question. The formatting is maintained when you apply answers - even for table formats - to save time.

From the Content Library Sections tab, click the three-dot menu and select View Similar. The Content Library Search tab opens in the right pane. From this pane, you can also mark the content as favorites, add flags, edit properties, view obsolete content.

Note: Click the Used History icon to view if the question has been used in any Section Templates.

The Content Usage Report also shows if the content was applied/overridden in any Section Templates.

You can also select Section Template as a data field while generating Custom Reports for Answer Library and Answer Library Usage.