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Working with section templates in the Content Library

Overview

You can reuse sections as section templates. Section templates can be used as boilerplate pieces of content to add to projects. This includes information that can help to build proposals, add to RFXs, and export into response templates.

  • Section templates can be organized like other pieces of content in the library by using metadata such as tags and collections, and put into groups. Doing this helps keep your section templates organized, especially when you have similar section names with different content.
  • For example, you can easily add narrative sections, such as cover letters or executive summaries, to your questionnaires by using section templates.

You have two different executive summaries, one for health care customers and one for government customers. Using group names helps users identify which section template to choose when searching for the appropriate content. The section name can remain as Executive summary, then the group name filter can be applied to determine which executive summary is appropriate. Note that when adding a section template to a project, the full section same will export.

Section templates can be added manually in the Content Library or saved directly from sections in projects. See Working with section templates in projects and the Introduction to section templates Academy course for additional information.

Select the applicable tab for your edition of Responsive.

  • Creating section templates in the Content Library

    1. From the Content Library Sections tab, click New and select Section.
    2. Enter a section name. 
      Note: To create multiple section templates at once you can enter multiple section names separated by line.
    3. To make the template to be a subsection, select a parent section from the Assign Parent Section drop-down list.
    4. To assign the template to a group, select one from the Group Name drop-down list.
    5. Click the Description radio button and add a description.
      Note: You can click the Advanced toolbar for highly formatted sections.
    6. Add metadata, such as tags or flags, as necessary, then click Save.

    See the interactive video below for a quick walkthrough of the process:

    Updating section templates

    Updating individual section templates

    1. From the Content Library Sections tab, click Edit on the section you want to update.
    2. Edit the information as needed, then click Save.

    Bulk updating section templates

    1. From the Content Library Sections tab, filter down to the content you want to bulk update.
    2. Check the boxes of the section templates you'd like to update, or check Select All to select every section template.
    3. Click More and select Other Bulk Options.
    4. Edit the information as needed, then click Update.
      Note: The content will remain unaltered if you don't have edit permission or if the content is in review.

    See the interactive video below for a quick walkthrough of the process:

    Creating section groups

    1. From the Content Library Sections tab, click Manage section group.
    2. Click Create group and enter a group name, add tags (if applicable), then click Save.

    See the interactive video below for a quick walkthrough of the process:

    Adding sections to section groups

    1. From the Content Library Sections tab, click Manage section group.
    2. Click the Edit icon next to the section group you want to add sections to, then click Add sections.
    3. Click Add next to the sections you want to include, then click Save.
    4. Go back to the Sections tab of the Content Library and click Edit next to the section you want to add the group name to.
    5. Select the name from the Group Name drop-down list, then click Save.

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

    Creating section templates in the Content Library

    1. From the Content Library Sections tab, click New and select Section.
    2. Enter a section name. 
      Note: To create multiple section templates at once you can enter multiple section names separated by line.
    3. To make the template to be a subsection, select a parent section from the Assign Parent Section drop-down list.
    4. To assign the template to a group, select one from the Group Name drop-down list.
    5. Click the Description radio button and add a description.
      Note: You can click the Advanced toolbar for highly formatted sections.
    6. Add metadata, such as tags or flags, as necessary, then click Save.

    See the interactive video below for a quick walkthrough of the process:

    Updating section templates

    Updating individual section templates

    1. From the Content Library Sections tab, click Edit on the section you want to update.
    2. Edit the information as needed, then click Save.

    Bulk updating section templates

    1. From the Content Library Sections tab, filter down to the content you want to bulk update.
    2. Check the boxes of the section templates you'd like to update, or check Select All to select every section template.
    3. Click More and select Other Bulk Options.
    4. Edit the information as needed, then click Update.
      Note: The content will remain unaltered if you don't have edit permission or if the content is in review.

    See the interactive video below for a quick walkthrough of the process:

    Creating section groups

    1. From the Content Library Sections tab, click Manage section group.
    2. Click Create group and enter a group name, add tags (if applicable), then click Save.

    Adding sections to section groups

    1. From the Content Library Sections tab, click Manage section group.
    2. Click the Edit icon next to the section group you want to add sections to, then click Add sections.
    3. Click Add next to the sections you want to include, then click Save.
    4. Go back to the Sections tab of the Content Library and click Edit next to the section you want to add the group name to.
    5. Select the name from the Group Name drop-down list, then click Save.

    See the interactive video below for a quick walkthrough of the process:

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