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Managing the Image Content Library

Introduction

Content libraries are used to help sales consultants add valuable content to their sales quotes. The objective of content libraries is to centralize the development of reusable content that would not normally be part of a Sales Quote Template.

For example, the administrator of the content libraries may provide a library of product specification PDF documents used in sales quotes to provide detailed product data for products being sold, or it may be valuable to provide complex content page layouts in PDF form to embed as part of sales quotes to create high impact content to impress clients.  Skilled graphic designers produce this type of PDF document. It is a valuable resource for sales consultants who are always looking to differentiate themselves against their competition.

The types are content libraries are:

  • Text
  • PDF
  • Video
  • Images
  • Spreadsheets
  • Products Catalogue

This user guide topic provides information to manage the Video Content Library.

Does your user account have access to manage the Video Content Library?

Ensure your QuoteCloud user account has access to manage the content libraries; if you do not have access to manage the content libraries, ask your administrator to provide them access to these user role privileges.  Instructions to update a user role to assign rights to manage the Video Content Library are as follows:

Click on the Configuration menu on the Sales Quote Dashboard, then select Manage Users & Roles.

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Click on the Edit button for the user account you would like to update.

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Click on the Enrollment tab to view the User Role setting.

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Click into the Roles data field and select the User Role that has privileges to manage the Video Content Library.  

Managing the Image Content Library

To access the function to update the Video Content Library, click on the Content Libraries menu on the Sales Quote Dashboard and select the Images option.

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You will now see the Image Content library (as shown below).

We will now learn how to add a new image to your Image Content Library. Click on the Upload Image button (bottom left).

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You will now see the green drop zone panel (as shown below).

Now click on the green drop zone area Drop file to upload (or click), or drag your image files (we recommend JPEG, PNG, GIF formats only) onto the green highlighted area. This feature is a bulk upload function that will upload all your images into the library.

After you have attached your image files, the upload process will start automatically.

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Deleting Images

To delete images in your Image Library, click on the Select Multiple button (bottom left of the screen)

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Now click on the images you wish to delete; they will be highlighted when you click on them (as shown below).

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Click on the Delete button to remove the image files from your Image Content Library.

Crop an Image

If you would like to crop an existing image in your Image Content Library, click on the image to open the image properties window.

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Now click on the Crop button (bottom left).

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Now adjust the area to be cropped; you can click and move the highlighted area and use the anchor points to increase or reduce the size of the area to be cropped.

After you have highlighted the image area to be kept, click on the Save button to perform the crop of the image, and the area outside the highlighted box will be removed.

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