Articles on: Templates & Content Library

Adding assets to the library

Building up the library is what makes it useful. Here's how to add content.


⚠️ Requires org role Admin or Pro.


Add a new item


  1. Click Library in the left sidebar.
  2. Click + Add item in the top right.
  3. Upload the file or paste the URL.
  4. Give the item a name.
  5. Optionally, add a description and tags.
  6. Click Save.



The item is immediately available to everyone in your workspace.


Naming items


A clear name is what makes items findable months later. Use a consistent pattern:


  • Case study — Acme Corp (fintech, 500 users)
  • Deck — Enterprise sales master (2026 Q1)
  • Video — Product demo (3 min)
  • Legal — Standard MSA v3.2


Adding tags


Tags are the primary way items get organized. Each item can have multiple tags.


Common tag patterns:


  • SegmentSMB, Mid-market, Enterprise
  • IndustryFinance, Healthcare, SaaS
  • Use caseOnboarding, Renewal, Expansion
  • Content typeCase study, Deck, Legal, Demo
  • Time periodQ1 2026, 2025


See Organizing library content for more on tagging conventions.


Editing an item's metadata


Click any item in the library to open it, then edit its name, description, or tags. Changes apply immediately to the library listing.


Note: editing the library version does not update rooms that already use this item — it's a copy-based model.


Bulk actions


The library item grid supports multi-select:


  • Bulk tag — tick multiple items, then apply (or remove) tags across all of them at once.
  • Bulk delete — tick multiple items and remove them in a single action.


(The Manage tags modal itself doesn't have a bulk-select on tags — see Organizing library content for that distinction.)


Updated on: 18/06/2026

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