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Getting Started with Responsive LookUp

Overview

LookUp is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

Responsive LookUp allows your organization to use content stored in Responsive in a wide variety of applications without accessing Responsive. By keeping your curated content in one central location, you streamline your responses without sacrificing accuracy.

Responsive LookUp includes:

  • Responsive LookUp for Google Chrome
  • Responsive LookUp for Chromium Edge
  • Responsive LookUp for Hangouts
  • Responsive LookUp for Slack
  • Responsive LookUp for Teams
  • Responsive LookUp for Office (includes Word, Excel and PowerPoint)
  • Responsive LookUp for Outlook

This feature allows you to:

  • Use information from a document stored in your Responsive Content Library in a Word document
  • Add an image from your Content Library into a PowerPoint presentation
  • Create a PowerPoint presentation using a template or slides in your Content Library
  • Include information from your Content Library in an email
  • Fill out an online form with content from your Content Library with your Chromium Edge browser
  • Create a project from your Google Chrome browser
  • Add Q&A pairs to your Content Library from your Edge browser
  • Search your Content Library from Slack, Microsoft Teams and Google Hangouts

See these additional articles, video, and the attachment at the end of this article for more information:

Select the applicable tab for your edition of Responsive.

  • Content Library Access

    You can search your Content Library for keywords and copy the information into a document, spreadsheet, slide presentation, email, or online application with just a few clicks.

    A.PNG

    You can review search responses and see which ones are most popular or updated most recently to help you select the best response. You can also perform advanced searches and filter the response to get the best results quickly.

    1.PNG

    • If the Include Documents toggle is enabled, your results will include documents from your Content Library.
    • When you find the content you want, you can copy and paste it into your original document, presentation, spreadsheet, email, or online form.
    • You can only access information in the Answer Library that you already have permission to see in Responsive. If information is stored in a Collection that you do not have access to, for example, you will not be able to see it or use it.

    You can also share information with colleagues with just a few clicks.

    The sharing pop-up box

    Note: Colleagues can only see content from Responsive LookUp if they have access to it in Responsive.

    Supported software includes:

    • Microsoft Word
    • Microsoft Excel
    • Microsoft PowerPoint
    • Microsoft Outlook
    • Google Chrome
    • Microsoft Teams
    • Slack
    • Google Hangouts
    • Google Docs*

    *Access through Google Chrome or Chromium Edge

    Adding Q&A Pairs to the Content Library

    You can create questions with alternate questions, responses, attach files, assign privacy settings, set moderators, and more.

    Settings for a question

    Note: You must have permission to add Q&A pairs in Responsive to add them in Responsive LookUp.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Working with Documents

    Responsive lets you search documents stored in the Content Library and use the text outside Responsive. Search for the keyword with Include Documents enabled.

    2.PNG

    Find the document you want to use and click Preview to display the document.

    You can also click Download to download it and the heart icon to save it as a Favorite.

    3.PNG

    In the Preview window, find the text you want to use. Select it, and then copy it.

    5.PNG

    Paste the information into a document, PowerPoint presentation, email, and more.

    Icons on the right of the Preview window show document properties and used history. Click the link icon to get a link to the document you can share.

    The window also includes metadata for the document, and includes tools like thumbnails that you can use to navigate in the document.

    6.PNG

    When you copy from the document, Responsive includes it in the Used Count.

    Creating and Managing Projects

    Responsive LookUp allows you to create projects without accessing Responsive. You can enter a due date, assign a moderator, assign team members, and more, just as you would in Responsive.

    Creating a project

    For an existing project, you can see how many sections it has, and how many questions in each one have been answered. A green check indicates that the section has been completed.

    Project sections with green checks

    You can also update information about an existing project, including the due date, the project stage, primary contact, team members and more.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Creating PowerPoint Presentations with Slides and Images Stored in Responsive

    Responsive LookUp allows you to create presentations from templates stored in Responsive.

    LookUp window with templates

    You can add slides and images stored in your Responsive Document Library to your presentation by clicking Apply. You can specify if the source or destination format should be used.

    Adding an image

    Supported software includes:

    • Microsoft PowerPoint
  • Content Library Access

    You can search your Content Library for keywords and copy the information into a document, spreadsheet, slide presentation, email, or online application with just a few clicks.

    A.PNG

    You can review search responses and see which ones are most popular or updated most recently to help you select the best response. You can also perform advanced searches and filter the response to get the best results quickly.

    1.PNG

    • If the Include Documents toggle is enabled, your results will include documents from your Content Library.
    • When you find the content you want, you can copy and paste it into your original document, presentation, spreadsheet, email, or online form.
    • You can only access information in the Answer Library that you already have permission to see in Responsive. If information is stored in a Collection that you do not have access to, for example, you will not be able to see it or use it.

    You can also share information with colleagues with just a few clicks.

    The sharing pop-up box

    Note: Colleagues can only see content from Responsive LookUp if they have access to it in Responsive.

    Supported software includes:

    • Microsoft Word
    • Microsoft Excel
    • Microsoft PowerPoint
    • Microsoft Outlook
    • Google Chrome
    • Microsoft Teams
    • Slack
    • Google Hangouts
    • Google Docs*

    *Access through Google Chrome or Chromium Edge

    Adding Q&A Pairs to the Content Library

    You can create questions with alternate questions, responses, attach files, assign privacy settings, set moderators, and more.

    Settings for a question

    Note: You must have permission to add Q&A pairs in Responsive to add them in Responsive LookUp.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Working with Documents

    Responsive lets you search documents stored in the Content Library and use the text outside Responsive. Search for the keyword with Include Documents enabled.

    2.PNG

    Find the document you want to use and click Preview to display the document.

    You can also click Download to download it and the heart icon to save it as a Favorite.

    3.PNG

    In the Preview window, find the text you want to use. Select it, and then copy it.

    5.PNG

    Paste the information into a document, PowerPoint presentation, email, and more.

    Icons on the right of the Preview window show document properties and used history. Click the link icon to get a link to the document you can share.

    The window also includes metadata for the document, and includes tools like thumbnails that you can use to navigate in the document.

    6.PNG

    When you copy from the document, Responsive includes it in the Used Count.

    Creating and Managing Projects

    Responsive LookUp allows you to create projects without accessing Responsive. You can enter a due date, assign a moderator, assign team members, and more, just as you would in Responsive.

    Creating a project

    For an existing project, you can see how many sections it has, and how many questions in each one have been answered. A green check indicates that the section has been completed.

    Project sections with green checks

    You can also update information about an existing project, including the due date, the project stage, primary contact, team members and more.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Creating PowerPoint Presentations with Slides and Images Stored in Responsive

    Responsive LookUp allows you to create presentations from templates stored in Responsive.

    LookUp window with templates

    You can add slides and images stored in your Responsive Document Library to your presentation by clicking Apply. You can specify if the source or destination format should be used.

    Adding an image

    Supported software includes:

    • Microsoft PowerPoint
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Content Library Access

    You can search your Content Library for keywords and copy the information into a document, spreadsheet, slide presentation, email, or online application with just a few clicks.

    A.PNG

    You can review search responses and see which ones are most popular or updated most recently to help you select the best response. You can also perform advanced searches and filter the response to get the best results quickly.

    1.PNG

    • If the Include Documents toggle is enabled, your results will include documents from your Content Library.
    • When you find the content you want, you can copy and paste it into your original document, presentation, spreadsheet, email, or online form.
    • You can only access information in the Answer Library that you already have permission to see in Responsive. If information is stored in a Collection that you do not have access to, for example, you will not be able to see it or use it.

    You can also share information with colleagues with just a few clicks.

    The sharing pop-up box

    Note: Colleagues can only see content from Responsive LookUp if they have access to it in Responsive.

    Supported software includes:

    • Microsoft Word
    • Microsoft Excel
    • Microsoft PowerPoint
    • Microsoft Outlook
    • Google Chrome
    • Microsoft Teams
    • Slack
    • Google Hangouts
    • Google Docs*

    *Access through Google Chrome or Chromium Edge

    Adding Q&A Pairs to the Content Library

    You can create questions with alternate questions, responses, attach files, assign privacy settings, set moderators, and more.

    Settings for a question

    Note: You must have permission to add Q&A pairs in Responsive to add them in Responsive LookUp.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Working with Documents

    Responsive lets you search documents stored in the Content Library and use the text outside Responsive. Search for the keyword with Include Documents enabled.

    2.PNG

    Find the document you want to use and click Preview to display the document.

    You can also click Download to download it and the heart icon to save it as a Favorite.

    3.PNG

    In the Preview window, find the text you want to use. Select it, and then copy it.

    5.PNG

    Paste the information into a document, PowerPoint presentation, email, and more.

    Icons on the right of the Preview window show document properties and used history. Click the link icon to get a link to the document you can share.

    The window also includes metadata for the document, and includes tools like thumbnails that you can use to navigate in the document.

    6.PNG

    When you copy from the document, Responsive includes it in the Used Count.

    Creating and Managing Projects

    Responsive LookUp allows you to create projects without accessing Responsive. You can enter a due date, assign a moderator, assign team members, and more, just as you would in Responsive.

    Creating a project

    For an existing project, you can see how many sections it has, and how many questions in each one have been answered. A green check indicates that the section has been completed.

    Project sections with green checks

    You can also update information about an existing project, including the due date, the project stage, primary contact, team members and more.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Creating PowerPoint Presentations with Slides and Images Stored in Responsive

    Responsive LookUp allows you to create presentations from templates stored in Responsive.

    LookUp window with templates

    You can add slides and images stored in your Responsive Document Library to your presentation by clicking Apply. You can specify if the source or destination format should be used.

    Adding an image

    Supported software includes:

    • Microsoft PowerPoint
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Content Library Access

    You can search your Content Library for keywords and copy the information into a document, spreadsheet, slide presentation, email, or online application with just a few clicks.

    A.PNG

    You can review search responses and see which ones are most popular or updated most recently to help you select the best response. You can also perform advanced searches and filter the response to get the best results quickly.

    1.PNG

    • If the Include Documents toggle is enabled, your results will include documents from your Content Library.
    • When you find the content you want, you can copy and paste it into your original document, presentation, spreadsheet, email, or online form.
    • You can only access information in the Answer Library that you already have permission to see in Responsive. If information is stored in a Collection that you do not have access to, for example, you will not be able to see it or use it.

    You can also share information with colleagues with just a few clicks.

    The sharing pop-up box

    Note: Colleagues can only see content from Responsive LookUp if they have access to it in Responsive.

    Supported software includes:

    • Microsoft Word
    • Microsoft Excel
    • Microsoft PowerPoint
    • Microsoft Outlook
    • Google Chrome
    • Microsoft Teams
    • Slack
    • Google Hangouts
    • Google Docs*

    *Access through Google Chrome or Chromium Edge

    Adding Q&A Pairs to the Content Library

    You can create questions with alternate questions, responses, attach files, assign privacy settings, set moderators, and more.

    Settings for a question

    Note: You must have permission to add Q&A pairs in Responsive to add them in Responsive LookUp.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Working with Documents

    Responsive lets you search documents stored in the Content Library and use the text outside Responsive. Search for the keyword with Include Documents enabled.

    2.PNG

    Find the document you want to use and click Preview to display the document.

    You can also click Download to download it and the heart icon to save it as a Favorite.

    3.PNG

    In the Preview window, find the text you want to use. Select it, and then copy it.

    5.PNG

    Paste the information into a document, PowerPoint presentation, email, and more.

    Icons on the right of the Preview window show document properties and used history. Click the link icon to get a link to the document you can share.

    The window also includes metadata for the document, and includes tools like thumbnails that you can use to navigate in the document.

    6.PNG

    When you copy from the document, Responsive includes it in the Used Count.

    Creating and Managing Projects

    Responsive LookUp allows you to create projects without accessing Responsive. You can enter a due date, assign a moderator, assign team members, and more, just as you would in Responsive.

    Creating a project

    For an existing project, you can see how many sections it has, and how many questions in each one have been answered. A green check indicates that the section has been completed.

    Project sections with green checks

    You can also update information about an existing project, including the due date, the project stage, primary contact, team members and more.

    Supported software includes:

    • Google Chrome
    • Chromium Edge

    Creating PowerPoint Presentations with Slides and Images Stored in Responsive

    Responsive LookUp allows you to create presentations from templates stored in Responsive.

    LookUp window with templates

    You can add slides and images stored in your Responsive Document Library to your presentation by clicking Apply. You can specify if the source or destination format should be used.

    Adding an image

    Supported software includes:

    • Microsoft PowerPoint

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