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Intro to Content Management

Getting started with the content management library

Overview

Dock's content library gives revenue teams one place to organize, find, share, and track customer-facing content. Use it to:

  • Organize customer-facing content: pitch decks, demo videos, one-pagers, infographics, etc.

  • Upload internal-only content to be used in playbooks

  • Update out-of-date content that reps have already shared

  • Make it easy for sales, customer success, and marketing teams to find content

  • Track how internal teams are using content

  • Track how buyers and customers engage with content

The library has three features worth knowing about as you get started:

  • Views — saved, filtered pages of the library you can share with specific teams or keep private.

  • Search — search by keyword with a toggle to switch to AI-powered search. Search reads keywords inside your assets, not just the metadata around them.

  • Quick-view panel — click any asset to preview it in a side panel without leaving the library.


How to upload content to the library

  1. Upload content manually from your drive (drag and drop from your screen or upload via type)

  2. Auto-sync a folder from Google Drive (Dock will mimic and add/remove files as you adjust the drive)

Who can upload and manage the content library?

Only Admins and Super Admins can upload content, create tags, and manage views. To update a users permission, follow these instructions.

Ready to upload content? Check out this article to get started!

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