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Content and Library

Discover how to use the "Content" and "Library" sections to simplify the management of your resources and information ๐Ÿ“š

Team avatar
Written by Team
Updated over a week ago

On Hubflo, you have access to the "Content" module, which allows you to store all the links, files, integrations, or notes that you've created/shared across various places on Hubflo. Within this section, you can build your library: where you can add frequently used/shared content to save time within your quotes/workspaces.

1 - The Content Section

  • What is it?

  • Where can I share content (projects, contacts, quotes & client portal)?

  • How can I organize my content using tags?

2 - The Library

  • What is it?

  • How do I add/remove items from my library?

  • Where can I use items from my library?


1 - The Content Section

What is the content section?

The "Content" section refers to the collection of elements and information that you can create, manage, and share. This includes files, notes, integrations, or links:

Where can I share content (projects, contacts, quotes & client portal)?

It also serves to keep a record on your projects/contacts files of the documents you have sent to your clients:

You can add content to your proposals :

You can add content to a workspace :

How to organize my content

You can create tags to organize your content. With tags, you will be able to find your content more easily.



2 - The Library on Hubflo

What is the library on Hubflo?

The library on Hubflo allows you to store and organize reusable or shared resources, such as document templates, images, and standardized files. It is the ideal place to keep these items easily accessible for both you and your colleagues.

How do I add/remove items from my library?

You can add and remove content to your library like this:

To view only the contents of your library :

Where can I use the items in my library?

You can add content from your library to your proposals :

From a workspace, you can add content to your library with one click, like this:

You can add an item from your workspace to your library:

๐Ÿšจ When you delete a document from your workspace, it is still available in the "content" module on Hubflo.

You can only select items from the library for your proposals and client portal.

To find out more about client portals ๐Ÿ‘‰ Everything you need to know about client portals

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