Adding & Editing Content

Add files, URLs, and more to your content library.

Jump to:

• Adding Content
• Editing Content

Adding Content

1. From the homepage, click Add and select what you'd like to add:

• File — PDF, PowerPoint, MP4, and more
• URL — Blog, Google Drive, YouTube, and more
• Text — Text documents, email templates, and more
• Content Kit
• Microsite
• Engagement Hub
• Import — Admin only

2. Add a title (visible to recipients) and assign a Content Type — e.g. blog, presentation, video
3. Optionally, add additional metadata like a description or Labels
4. Select a save option*:
   • Publish — Makes the content visible to all users
   • Request to Publish — Submits the content for Admin approval before it becomes visible to all users
   • Save as My Content — Keeps the content visible only to you, Admins, and any Collaborators

*Save options vary based on your system role.

Note: Saving as My Content doesn't affect sharing. Sharing permissions are set separately. When adding content, find Shareable in the left panel and select Externally Shareable or Internal & Confidential.

Editing Content

1. Open the content you want to edit and click the pencil icon from the top toolbar
2. Make your edits and select a save option*:
   • Publish — Makes the content visible to all users
   • Request to Publish — Submits the content for Admin approval before it becomes visible to all users
   • Save as My Content — Keeps the content visible only to you, Admins, and any Collaborators

*Save options vary based on your system role.