In brief
- Open More and then Library.
- Choose the section you want using the bar at the top.
- Use Recordings and transcripts for existing audio and converted text.
- Use Reference documents for brochures and price lists that can be suggested as suitable attachments to a client email.
- Use Images, Information from documents and Excel templates for reusable material. Check rights and content before you reuse material.
Tasks
Find the sections of the library
Options: Recordings · styles · documents · images · source profiles · Excel
- Open More, Library.
- Choose Recordings and transcripts, Styles and examples, Reference documents, Images, Information from documents or Excel templates.
- Open the section you want and check that the material is up to date and allowed to be used.
Add a reference document
Options: Brochure · price list · standard attachment
- Open Library, Reference documents.
- Add a reviewed file with a clear name.
- Check in the list that the document is available as a reusable attachment.
- Always check a suggested attachment again later in the client email.
Add an image
Options: Upload · describe · use
- Open Library, Images.
- Add an image and enter the requested description or use.
- Check the rights, subject and quality before you use the image in output.
Reuse information from documents
Options: Create source profile · check recognised data
- Open Library, Information from documents.
- Start a new source profile with the requested documents and name.
- Check which information was recognised and correct any errors.
- Only then choose the reviewed source profile for a task.
Find an Excel template
Options: Search · open template · check version
- Open Library, Excel templates or My Excel templates.
- Search for the right template by title.
- Check the version, input fields and the current workbook before you reuse it.
What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.