Working with Content: How to search, assign folder, and delete content

Searching for Content

Click "Content".
You are shown the Files page by default.
You can search for any file by typing in the search bar.
As you type, matches are suggested.
You can select any match from the list.
Click the Filter button to filter the listed files.
You can filter the list using Folders they are stored in, or Team Members who have created or uploaded them, or the Type of file, that is Audio, Video, Images and so on.

You can sort files as well, by clicking the sort button.
You can sort by Date created, File name or Title.
The order of the sort, ascending or descending, is reversed simply by clicking the sort button once more.

Assigning Content to Folders

Click "Content".
You are shown the Files page by default.
Select the file you wish to assign to a folder.
Click the folder dropdown and select a folder to assign the file to.

How to Delete Files

The restrictions on deleting files that are mentioned here apply to the Salesperson role. For the Administrator the restrictions are different.

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Click "Content".
You are shown the Files page by default.
You can only delete files that have been created or uploaded by yourself, and have not been approved for team use.
Also, the file must not have been used in a pitch.
Select the file you wish to delete.
Click the trash can icon to delete it.
Confirm that you want to delete it.
If the trash can icon is not displayed, the file cannot be deleted.

How to Delete Links

The restrictions on deleting links that are mentioned here apply to the Salesperson role. For the Administrator the restrictions are different.

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Click "Content".
Click "Links".
You can only delete links that have been added by yourself, and have not been approved for team use.
Also, the link must not have been used in a pitch.
Select the link you wish to delete.
Click the trash can icon to delete it.
Confirm That you want to delete it.

How to Assign Content to Folders

Click "Content".
Click "Links".

You can Only assign those links to folders that have been added by yourself.
Select the link you wish to assign to a folder.
Click the folder dropdown and select a folder to assign the file to.

How to Delete Pitchmaps

The restrictions on deleting Pitchmaps that are mentioned here apply to the Salesperson role. For the Administrator the restrictions are different.

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Click Content.
Click Pitchmaps.

Select the Pitchmap you wish to delete.
Click the delete button.
Confirm that you want to delete it.
The Pitchmap is deleted.
You can only delete Pitchmaps that have been created by yourself, and have not been approved for team use.

How to assign Pitchmaps to Folders

Click Content.
Click Pitchmaps.
Select the Pitchmap you wish to assign to a folder.
Click the folder dropdown.
Select a folder to assign the Pitchmap to.