> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Organizing library content

A library with 8 items is easy. A library with 80 needs structure — or reps can't find what they need and go build from scratch anyway. Here's how to scale yours.

> ⚠️ Requires org role **Admin** or **Pro** to edit tags and item metadata.

## Tags — the main organizing tool

Katalyz doesn't use folders. The entire library is one flat, searchable list, and **tags** are how you organize it.

Good tagging is the difference between a useful library and a useless one.

### Tag conventions that work

Pick a small set of tag categories and stay consistent. The most common are:

- **Content type** — `Case study`, `Deck`, `Demo video`, `Legal`, `Playbook`, `One-pager`, `Research`
- **Segment** — `SMB`, `Mid-market`, `Enterprise`
- **Industry** — `Finance`, `Healthcare`, `Retail`, `SaaS`, `Manufacturing`
- **Use case** — `Proposal`, `Onboarding`, `Renewal`, `Expansion`, `QBR`
- **Team** — `Sales`, `Marketing`, `CS`, `Legal`
- **Time period** — `Q1 2026`, `2025` (useful for dated content like annual reports)

Most items have **2–4 tags**. A case study might be tagged: `Case study`, `Enterprise`, `Finance`.

### Tag naming rules

- **Stay consistent with capitalization** — pick `Case study` or `case-study` and stick with it
- **Avoid synonyms** — don't have both `Demo` and `Product demo`; pick one
- **Don't over-tag** — if a tag only applies to one item, it's not doing its job

### Tagging items

Tags can be added per item from the item's detail view, or in bulk on the library grid:

1. Tick the checkboxes next to multiple library items.
2. Click **Tag** in the action bar that appears.
3. Add or remove tags across all selected items at once.

## Search

The search bar at the top matches item **names** (not tags, not descriptions). Keep this in mind when naming items: the name is what search hits.

## Managing tags

Admins can manage the workspace's tag vocabulary from the **Manage tags** modal. It opens from a **Manage tags** button inside the tag-picker popup (the same popup where you add tags to an item).

In the modal:
- A **search bar** to find any tag.
- **+ Add** to create a new tag from the manager itself.
- For each tag, **Rename** (pencil icon) and **Delete** (trash icon).

Renaming propagates to every item the tag is on; deleting removes the tag from every item.

> No bulk select and no merge: if you notice `Proposal` and `Proposals` both exist, rename one to match the other so they collapse, then delete the now-empty duplicate if needed.

## Establishing conventions

Before your library grows past ~20 items, have someone — Sales Enablement, RevOps, or a senior rep — document the tagging conventions and share them with the team. Without conventions, tags fragment into synonyms and the library becomes hard to search.

A good way to write them down: put the conventions in a document or link item **inside the library** itself, named `Library tagging guide`. Discoverable for any new rep.

## Related articles
- [What is the content library?](https://katalyz.crisp.help/en/article/what-is-the-content-library-1ak1e91/)
- [Adding assets to the library](https://katalyz.crisp.help/en/article/adding-assets-to-the-library-16i8fyp/)
- [Keeping library content up to date](https://katalyz.crisp.help/en/article/keeping-library-content-up-to-date-1uiqmys/)