Hi! Has anyone found a successful method / way to leverage the platform for defining terms? In our documents we need to find and define certain terms upon first occurrence, and also make sure no terms have been defined multiple times.
Hi @Eva Holsen
To start, I would highly recommend consistency within your Content Library, so either all Long Form or Long Form. You can use find/replace in the Content Library to quickly replace as needed.
In terms of the Project, I would recommend the following options.
Option 1: Supply the glossary at the start of the project. Add the DDQ terms to the Proposal Template to be exported at the start/end of your Project. Alternatively, you could add the document to the Project Documents to be sent over with the Zip File.
Option 2: Use search functionality within the Project to define the first instance of the term. Alternatively, you can use search/replace as you have been doing upon final export.
As a bonus tip, I would recommend adding Word Sets to the Org Settings so the Auto Respond, Rec Engine, and Search function pick up the Short/Long Form terms automatically. So for instance, if there is a question in the DDQ with the term "Assets Under Management", it will pick up Q/A pairs with the short form AUM automatically. Admins can navigate to Org Settings - Content Library - Related Words to add word sets .
Tagging in @Mattie if I missed anything!
