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 — from the Library page itself, or on the fly while you're creating a room or a template.


⚠️ Requires org role Admin or Pro.


Add a new resource from the Library page


  1. Click Library in the left sidebar.
  2. Click + New Resource in the top right. The New Resource modal asks "What type of resource would you like to add?":
    • Upload File — documents, presentations, spreadsheets, or images
    • Add Link — a reference to an external resource or website
    • Add Client Reference — a client success story with logo and testimonial
  4. Upload the file or paste the URL, give the resource a name, and optionally a description and tags.
  5. Save.


"New Resource" modal with the three resource-type cards


The resource is immediately available to everyone in your workspace. If the library is empty, the same modal opens from the + Add Resource button in the empty state.


Add a resource while creating a room or template


You don't have to go to the Library page first. Wherever Katalyz lets you attach resources to something you're building — the Add resource chip in AI-powered room creation, or when creating a template with AI — the same Add a resource dialog opens and asks "How would you like to add it?":


Option

What it does

Upload file

Upload documents, presentations, spreadsheets, or images

Add link

Add a URL to an external resource or website

From library

Attach existing resources from your library — opens Add from library, with a Search the library… box and multi-select; the button reads Add N


"Add a resource" dialog with Upload file / Add link / From library, and the "Add from library" picker


See Generating a room with AI and Creating a template with AI.


Naming resources


A clear name is what makes resources 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 resources get organized. Each resource can have multiple tags.


Common tag patterns:


  • Segment — SMB, Mid-market, Enterprise
  • Industry — Finance, Healthcare, SaaS
  • Use case — Onboarding, Renewal, Expansion
  • Content type — Case study, Deck, Legal, Demo
  • Time period — Q1 2026, 2025


See Organizing library content for more on tagging conventions.


The row menu


Hover a resource and open its ⋯ menu:


  • Preview / Download / Copy link
  • Update version — upload a newer file and choose where the update applies. See Keeping library content up to date.
  • Edit Tags
  • Custom Preview — set your own thumbnail
  • Delete — with the same scope choice as Update version (everywhere, or templates only)


(Replace and Version History no longer exist as separate items — both jobs are done by Update version.)


Bulk actions


The library grid supports multi-select:


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


Updated on: 02/10/2026

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