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Review and maintain assets

Keep library content accurate and easy to find.

Keep library content accurate and easy to find. Review changes before allowing a previously trusted asset to support new proposal claims.

Edit an asset

Open the asset and use Edit when available. Update the available title, content, tag or sensitivity fields, then select Save Changes.

Organize and review

Use folders and business-line links to group relevant evidence. In the library, filter for pending review, review-due or expiring items. Read the content before choosing Approve, Needs revision, or Reject. A classification or folder change does not replace review of the actual evidence.

Inspect versions

Open Versions to inspect saved versions and use Compare to see how their content differs. If Restore is available, review the selected version before restoring it. Restoration preserves the current content as a new version and may return the asset to pending review. Check the restored text before approving it again.

Troubleshooting

Read save errors instead of assuming an update succeeded. If analysis needs refreshing, use Re-analyze with AI, then inspect the result. Confirm deletion only after checking that the source is no longer needed. If you do not see a delete control, your role does not allow it.

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Review and maintain assets | ProposalForge