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 surrounding how we should structure our library and sections?

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Andrew Mersman

Hello @Lindsay Ingram! We offer multiple products (EHRS) and then we have capabilities that plug into them. So we structure our library such as Product A clinical….Product A Finance…that is our highest level. Then we have branches below it that could be Product A -telehealth…or product A-consumer engagement portal. We do this because we don't always sell telehealth (for example) in every deal. By not breaking this up this way we could accidently pull in Telehealth info if everything was just lumped into Product A Clinical then we would over promise in the bid. I hope this makes sense.

Lindsay Ingram

It does! Our team is getting confused on "Section Names" in the Library vs "Sections" in a project and "Sections" as answer templates, some are wondering if they are all the same thing.