💡 Note: This feature is in the early stages of capabilities, and we hope to release enhancements in the near future. If you have feedback about this feature, please feel free to share it with the TravelJoy team! |
Introduction
Library items can be created from the proposal or by using library templates. Customizing your library item templates can transform your workflow when creating proposals and itineraries. The library saves you time by allowing you to create content once and reuse it across multiple trips!
In this guide, we'll walk you through the process of creating and managing library item templates. If you'd like to learn how to add them through a proposal or itinerary, check out this guide.
Accessing and Adding to your Library
To access your library, head over to Templates > Library. Then, click "Create" to add a new item:
Choose the item type, fill in the details and click Save:
When you're ready to create a Smart Proposal, add the item using the steps in this guide!
Add tags to your library items
When creating a library item, use the tag feature so you can easily find them when creating your smart proposal. First, add the tag to the item in the library by typing it in and pressing Enter:Â
Then, when you're ready head into the Smart Proposal and search for the tag:Â
This will automatically pull up all the library items with this tag added.Â
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Comments
5 comments
Ya'll are Killin it! (in a good way :)
Awesome, you guys rock! I can't wait to be able to share library items with my team as well :DÂ
We absolutely need team sharing. Also if we could sort and search the library more would be hugely helpful.
This is a great addition to the platform. Thank you. I love that I can sort and delete duplicate library items as well as make updates at the same time.Â
Are we able to make folders and actually organize the library? I looked at the guides but don't see that capability.
Also, I see in the above guide library items that have pictures attached, show them in the main screen. When I look at my main screen I see Name, Descriptions, Updated at, an Edit button and a Delete Button. I have to click on the edit button to see if there are pictures are attached or what pictures are attached.Â
Thank you for your time & help
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