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Build your asset library

Keep reusable evidence in the asset library so proposal teams can find and review it.

Keep reusable evidence in the asset library so proposal teams can find and review it. Use descriptive titles and current source material to make relevant evidence easier to select.

Find an asset

Open Assets and search across the library. Narrow the results with the Asset Type and Freshness filters or the Folders pane. Switch between Card view and Table view when useful. Open an item to read its extracted content, source information and business-line links.

Add and organize evidence

Select Upload Assets to add files, or choose Create manually instead on the upload page to write reusable text. Choose the correct type and sensitivity. Group assets in folders and link relevant business lines so teams can find the material in context.

Review before reuse

Check the original source, extracted text and review status. A successful upload does not by itself confirm that the content is complete or approved. Use Review due and Certificates expiring in 60 days to identify evidence that needs maintenance. Keep personal and pricing information appropriately classified.

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