Your Asset Library
The asset library is your organization's knowledge base. Well-maintained assets lead to better AI-generated proposals and faster turnaround times.
Accessing Assets
Navigate to Assets in the sidebar to see your library.
Views
List View - See all assets in a table format
Grid View - Visual cards with previews
Sorting
Sort assets by:
- Name (A-Z or Z-A)
- Date added
- Last updated
- Type
- Business line
Filtering
Filter to find specific assets:
- By type (CV, Project Sheet, etc.)
- By business line
- By date range
- By tag
Searching Assets
Use the search bar to find assets by:
- Name or title
- Content within the asset
- Tags
- Team member name
Viewing Asset Details
Click any asset to see:
- Full content preview
- Metadata and tags
- Usage history (which proposals used it)
- Related assets
Editing Assets
Quick Edit
For minor changes:
- Click the asset
- Click Edit
- Make changes
- Save
Full Edit
For comprehensive updates:
- Open asset details
- Click Edit Full Document
- Update content, tags, metadata
- Save changes
Organizing Assets
Tags
Add tags for easy discovery:
- Technology tags (Python, AWS, etc.)
- Industry tags (Healthcare, Government, etc.)
- Custom tags
Categories
Organize by category:
- Create custom categories
- Move assets between categories
- Bulk categorize
Business Lines
Associate assets with business units:
- Each asset can belong to multiple lines
- Filter proposals by relevant assets
- See Business Lines
Asset Quality
Best Practices
- Keep current - Update CVs and certs regularly
- Be specific - Detailed project sheets work better
- Use keywords - Help AI match to requirements
- Standardize format - Consistent structure helps
Quality Indicators
Assets show quality indicators:
- Green - Complete and current
- Yellow - May need updates
- Red - Outdated or incomplete
Bulk Operations
Bulk Upload
Upload multiple assets at once:
- Click Bulk Upload
- Select multiple files
- Set common attributes
- Upload
Bulk Edit
Update multiple assets:
- Select assets with checkboxes
- Click Bulk Edit
- Apply changes to all selected
Bulk Delete
Remove multiple assets:
- Select assets
- Click Delete Selected
- Confirm deletion
Asset Usage
Tracking Usage
See where assets are used:
- View proposal history
- See which sections used it
- Track performance
Usage Reports
Generate reports showing:
- Most used assets
- Unused assets
- Assets by win rate
Maintenance
Regular Reviews
Schedule regular asset reviews:
- Update team CVs quarterly
- Refresh project sheets annually
- Verify certificate expiration dates
Archiving
Archive outdated assets:
- Select the asset
- Click Archive
- Asset moves to archived section
Archived assets:
- Don't appear in AI generation
- Can be restored if needed
- Maintain history