Articles on: Templates & Content Library

Using library items in a room

The library is only useful if your reps actually pull from it. Here's how to drop library content into a room.

Insert a library item

Open a room and scroll to the section where you want the content.
Drag a widget from the floating build bar at the bottom of the editor onto your page.
In the widget picker, choose the matching widget type (Document, Video, Link, Image, etc.).
In the add-resource step, pick From library ("Attach existing resources from your library") rather than uploading a file or pasting a link.
The Add from library dialog opens. Type in Search the library… to narrow the list.
Tick one or several items — the button counts them (Add 3) — then click Add.

What gets inserted

The library item is copied into your room. That means:

The room gets its own independent version of the asset
Editing the item in the library later does not update this room
Editing the widget in this room does not update the library

This is important to understand: the library is a starter content source, not a live-synced system.

Why copy-only (and not linked references)?

Copies give you:

Stability — a room you sent last month won't suddenly change because someone updated the library
Flexibility — you can customize the inserted content for this specific deal without affecting the library version
Predictability — what you see in the room editor is exactly what your buyer will see

The tradeoff: if you need to update content across all your live rooms, you'd have to go room by room. See Keeping library content up to date for the recommended workflow.

Finding items quickly

The Add from library dialog is search-only — type in Search the library… and the list narrows as you type; if nothing matches you get "No resources match your search."

Tag and type filters live on the full Library page rather than in this picker, so name your assets so they're findable by search: Case study — Acme, Pricing — Enterprise, Legal — Standard MSA.

Can I use the same library item in multiple rooms?

Yes — and that's the whole point. Library items are reusable. You're just adding a fresh copy each time. No limit on how many rooms can reuse the same asset.

Can buyers see that an item came from the library?

No. Buyers see fully rendered content with no indication of where it came from.

Updated on: 01/10/2026

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