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 centralise 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 professionally sourced photographs and illustrations to support the text content in a Sales Quote. These images should be sourced from skilled photographers or graphic designers to provide the best possible finish to your sales documents; this is a valuable resource for sales consultants that are always looking for ways to differentiate themselves against your competition.

The types are content libraries are:

  • Text
  • PDF
  • Video
  • Images
  • Spreadsheets

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

 

Does your user account have access to manage the Image 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 Image Content Library are as follows:

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

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

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

Click in to the the ROLES data field and select the User Role that has priviledges to manage the Image Content Library.  

Managing the Image Content Library

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

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 Add Images button (in the top menu bar).

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.

Deleting Images

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

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

Click on the Delete button to remove the images 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.

Now click on the Crop button (bottom left).

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.

Related User Guide Topics

Deleting PDF documents from your PDF Content Library
14 Mar 2020
If you would like to delete PDF documents from your PDF content library follow these simple steps in this user guide topic
Content Libraries
29 Oct 2019
In addition to adding adhoc content (text, images, PDF's, videos, spreadsheets) using the + Insert button, you can also create and manage a standard library of content which you can then share with your whole sales team.
Text Library
29 Oct 2019
The text content library provides sales consultants a value resource of standard text content blocks to use in their sales quotes
PDF Library
29 Oct 2019
The PDF content library provides sales consultants a valuable resource of PDF documents to use in their sales quotes

Getting Started

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