QuoteCloudContent Library
Store content once and reuse it across your documents.
Library Navigation
1 guideFolder Management
5 guides- Create and Organise Content FoldersLearn how to create folders and subfolders in QuoteCloud Content Libraries, upload content, and organize files using a multi-level folder structure.
- Delete a Content FolderLearn how to delete a Content Library folder in QuoteCloud, transfer its contents to another folder, or permanently remove all files.
- Import Files into a FolderLearn how to import files into a folder in QuoteCloud Content Libraries and upload supported content directly to your selected folder.
- Rename a Content FolderLearn how to rename a folder in QuoteCloud Content Libraries using the folder options menu and save your changes.
- View All Content FoldersLearn how to open All Folders in QuoteCloud Content Libraries to view all available content folders in one place.
Content Search & Filters
3 guides- Clear FiltersLearn how to remove active table column filters in QuoteCloud and restore the full list of records in your table view.
- Filter Content Using FolderLearn how to filter your Content Library by folder in QuoteCloud and quickly view content associated with a specific folder.
- Filter Content Using Table ColumnsLearn how to filter Content Library records using column header filters in QuoteCloud to quickly locate specific content.
Content Sorting
1 guideContent Management
6 guides- Delete Content BlocksLearn how to permanently delete Content Library items in QuoteCloud and keep your content library organized and up to date.
- Lock and Unlock Content BlocksLearn how to lock and unlock Content Library items in QuoteCloud to control editing permissions and protect content from modifications.
- Move Content Blocks to Another FolderLearn how to move Content Library items between folders in QuoteCloud to keep your content organized and easy to manage.
- Move Content Blocks to My ContentLearn how to move Content Library items from the company Content Library to your personal My Content library in QuoteCloud.
- Rename Content BlocksLearn how to rename Content Library items in QuoteCloud to keep your content organized and easy to identify.
- Upload a File to the Content LibraryLearn how to upload files to the QuoteCloud Content Library, select destination folders, and organize content efficiently.
Bulk Content Actions
5 guides- Delete Multiple Content BlocksLearn how to delete multiple Content Blocks in QuoteCloud using bulk actions to efficiently remove unwanted content.
- Move Multiple Content Blocks to a FolderLearn how to move multiple Content Library items to another folder in QuoteCloud using bulk actions to organize content more efficiently.
- Move Multiple Content Blocks to Company ContentLearn how to move multiple Content Library items to Company Content in QuoteCloud using bulk actions for efficient content management.
- Move Multiple Content Blocks to My ContentLearn how to move multiple Content Library items to My Content in QuoteCloud using bulk actions for easier personal content management.
- Select Multiple Content BlocksLearn how to select multiple Content Library items in QuoteCloud to perform bulk actions and manage content more efficiently.
Layout & Configuration
2 guides- Change Records Per PageLearn how to change the number of records displayed per page in QuoteCloud Content Libraries for a more customized viewing experience.
- Configure Content Library LayoutLearn how to customize the Content Library layout in QuoteCloud by showing, hiding, and reordering table columns.
Pagination & Display
1 guideManaging Content in your Content Library
2 guides- Adding a content block to the content library from the document editorLearn how to reorder and set the visibility of Dashboard Table columns in Quotecloud with our step-by-step guide. Tailor your dashboard layout for better data insights and a more efficient workflow.
- Deleting a content block from the content libraryThis quick tutorial shows you how to permanently delete a content block from your Content Library. Learn how to open the delete modal, confirm the action, and keep your library clean and organized.
Using Content Library Blocks
4 guides- Adding Pricing Tables or Interactive Components as Reusable BlocksLearn how to add pricing tables or interactive components as reusable blocks in QuoteCloud. Streamline document creation while keeping design consistent and professional.
- Creating Styled Content Templates for Consistent BrandingLearn how to create styled content templates in QuoteCloud. Ensure brand consistency by applying pre-designed templates across your business documents.
- Drag-and-drop content from the library into a documentLearn how to drag and drop content blocks from your Content Library directly into a document. This step-by-step tutorial covers selecting one or multiple blocks, placing them accurately, and organizing them in the right order for fast, efficient editing.
- Pinning frequently used content blocks for quick accessLearn how to pin content blocks in your Content Library for quick and easy access. This step-by-step guide shows you how to organize your most-used blocks, improve workflow, and save time during document creation.
Content Library Permissions and Security
3 guides- Locking content blocks to prevent accidental editingLearn how to lock content blocks in QuoteCloud’s Company Content Library to prevent editing in documents. Maintain brand consistency and control document content.
- Restricting access to the content libraries by user roleLearn how to manage access to your content libraries by assigning role-based permissions. This step-by-step guide shows you how to control visibility, toggle user access, and keep your content secure and organized.
- Restricting permission to add or edit content in the content libraryLearn how to control who can add or edit content blocks in your Content Library using role-based permissions. This guide walks you through managing access to maintain consistency, security, and control across your content.