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Tool Tip | Content Library Custom Fields
Hey Everyone! This Tool Tip is all about how to create and apply Custom Fields in the Content Library. Below is the link to the Custom Fields Help Center article, as well as quick video walk-through I made. Custom fields can be applied to content in the Content Library and projects, and give you the flexibility to organize…
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What is your workflow for adding content & assigning owners?
Saving all answers from a project created an overwhelming amount of content for us. We have since performed a cleanup of our content and turned off auto saving all project answers. Going forward, I would prefer to not save every answer into the library because they really aren't all worth saving. Have others taken a…
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🚨 New Coffee Chat Alert 🚨 The Ultimate Guide to Content Library Clean Up
Join us on August 21st for one of our most requested topics, Content Library Clean Up! @Marcea Say and I will give you the best tips and tricks to clean up your content library and boost your content management game. ✨ https://rfpio.vanillacommunities.com/events/88-the-ultimate-guide-to-content-library-cleanup Agenda…
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Trouble with "Sections"
how are other customers are structuring their content library? We are getting hung up on how "sections" are used. It looks like there are sections for sorting in the library, sections for projects which appear to save as sections in the library and then sections as answer template. Can we please have some clarity…
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How do you separate content when several teams are populating the library content?
Hi all, Is there anyone having tips for the following question: How do you separate contents when several teams are populating the library content? Within our organisation, the Sales team mainly used Responsive to answer to customers RFP, and populate content in the library content. But let's say that IT team is also using…
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Tool Tip Tuesday | Applying Standardized Metadata for All Users
Admins can now customize metadata on Content Cards in the Recommendation Engine for all users, at both Project and Organizational levels. Value: You can show or hide metadata, ensuring your user base automatically views specific metadata fields. This helps delineate between different pieces of content, enabling users to…
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Tool Tip | Project Duplicates
Happy First Tool Tip of 2024! To maintain the organization of your Content Library throughout the year, Admins can enable the Project Duplicate Check in the Organization Settings (Content Library - Preferences - Identify and Clear Duplicates). This feature will automatically scan for duplicates when finalizing a project,…
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Webinar | How Netsmart accelerates response time with AI
Check out this great webinar with Responsive and Netsmart SRM leader, @Andrew Mersman, as he shares his firsthand experience and outcomes of implementing AI to save time, improve responses, and mitigate risk across all proposal requests.
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Has anyone used the 'Setting Up and Using Partner Companies' option?
Hi all! The company I work for has recently acquired a business that also uses Responsive as its content management platform. There's a lot of content that we now need to transfer over and I saw that Responsive has an option to share content across companies. Our initial thought was to extract all data and do a large data…
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Can you pull archived content into a project?
Hi, We have a lot of unnecessary content. So much in fact, that we are pushing a huge amount to the archive. I know we can unarchive and search the archive, but can we easily pull in archived content into a project if we want? or do we need to go into the archive, search, find, and then unarchive it first? Thanks
