Discovery module

Create New Discovery Projects and Search for Projects in the Discovery Module

To create a new Project in the Discovery Module,
Click Content.
Click Discovery.
In the Search Projects Field,
Enter a new Name for the Project you want to create.
Click the + button to create a project with this name.
If you have multiple projects, you can also search for projects from the same field.
Enter the Name of the Project.
The Name of the Project is displayed.

Create Folders Search for Folders in The Discovery Module

To create a new Folder in the Discovery Module,
Click Content.
Click Discovery.
In the Search Folders Field,
Enter a new Name for the folder you want to create.
Click the + button to create a folder with this name.
If you have multiple folders, you can also search for folders from the same field.
Enter the Name of the folder to search.
The Folder with a matching name is displayed.

Uploading and Creating Files in the Discovery Module

You can upload files onto the discovery module, or you can capture webpages with the PitchLink Chrome Extension.
To access files in the discovery module,
Click Content.
Click Discovery.
Select the appropriate project, or, if material is not assigned to a project or folder, select Unassigned.
Relevant files are shown.
Select a file to Preview it.

Moving Files in the Discovery Module

Files can be moved and assigned to projects and folders.
To access files in the Discovery module,
Click Content.
Click Discovery.
Select the appropriate project, or, if material is not assigned to a project or folder, select Unassigned.

Select the file to move.
Click the Move button.
Select a project from The project Dropdown.
Select a folder From The folder Dropdown.
Click Done.
The File is moved to the selected Project and folder.

Copying Files in the Discovery Module

Files can be copied and assigned to projects and folders.
To access files in the discovery module,
Click Content.
Click Discovery.
Select the appropriate project, or, if material is not assigned to a project or folder, select Unassigned.

Select the file to Copy.
Click The Copy Button.
Select A project from The project Dropdown.
Select a folder From The folder Dropdown.
Click Done.
The File is copied to the selected Project and folder.

Add or Remove Discovery Material to/from Main Content

Files captured or uploaded to Discovery may also be added to Content, so that these can also be used in making pitches.

Click Content.
Click Discovery.
Select the appropriate project.
Select a folder.
Select the file to add to Content.
Click the Add to Content Button.
The button turns green.
We can check that it has been added to the files section in Content.
To remove the file from Content,
Click Discovery.
Select the project.
Select a folder.
Select the file.
Click the green "Remove from Content" Button.

Deleting Material from the Discovery Module

To remove any content from Discovery,
Click Content.
Click Discovery.
Select the appropriate project.
Select a folder.
Select the file to delete.
Click the Trash Icon.

Confirm that you want to delete it.
The file is deleted.

Download content from the Discovery Module to your Computer

You can download any file to your computer from the Discovery section.
Click Content.
Click Discovery.
Select the appropriate project, or, if material is not assigned to a project or folder, select Unassigned.
Select a folder.
Select the file to download.
Click the Download Button.
The file is downloaded to your computer.