In the fast-paced world of proposal management and content creation, having quick access to the right information can make all the difference. QorusDocs offers two powerful features to streamline your workflow and ensure you always have the information you need at your fingertips: Favorites and Campaigns.
In this article, we’ll explain how to add documents, searches and locations to your favorites and build campaigns:
Favorites
Favorites are your personal shortcuts, giving you one-click access to your saved content. With Favorites, there’s no need to perform a search each time—you can jump straight to your preferred locations without browsing, and even execute searches instantly without typing search terms or selecting filters.
Favorites act as quick-access links to your most-used content.
You can favorite folders or files, making it easy to browse your connected content with a single click. See details in Browse Your Connected Content.
Favorite Searches (also called saved searches) are personalized search filters you create and manage. These let you quickly find the content that matters most to you, such as specific proposal templates or content types, without reapplying filters every time. For more on searching and filtering, visit Searching and Filtering.
Favorite Searches are private and visible only to you, helping keep your workflow efficient and uncluttered.
1. How to access your Favorites
When you log in to QorusDocs, whether you’re in Hub Central in your browser or in any of the QorusDocs Add-ins for Microsoft Office, the 'Home' pane is the first place you’ll land, and that’s where you’ll find your favorites.
Otherwise, in your browser, click on ‘Home’ in the left nav under ‘Hub Central’ to bring it up on your screen:
Or if you’re in Microsoft Office, click on ‘Home’ in the top nav in the QorusDocs Add-in:
Or if you’re in Microsoft Office, click on ‘Home’ in the top nav in the QorusDocs Add-in:
Clicking on ‘Favorite documents’ will take you to, well, your favorite documents, so that you don’t have to search for them.
Similarly, ‘Favorite locations’ will take you to a library, folder, subfolder, or Teams channel you’ve favorited, and ‘Favorite searches’ will allow you to execute a search without having to type any search terms or select any filters at all.
2. Adding a document to your favorites
To add a document to your Favorites, click on the name of the file that you would like to add, and then on ‘Favorite’:
Once you’ve added a file to your Favorites, you’ll see a star icon on the top right of the file icon. This makes it easy to spot your Favorite documents in search results:
3. Adding a location to your favorites
When you’re browsing your connected content in QorusDocs, you can add a library, subfolder, or a Teams channel to your favorites.
To do this, simply hover over the location that you would like to add to your Favorites, and then click on the star icon that appears on the right:
4. Adding a search to your Favorites
After running a search using keywords and/or search filters, you can add it to your favorites so that you can execute this same search in one click, without having to re-enter any search terms or select any filters.
Click on the star icon that appears between the search bar and your search results to bring up the ‘Create Favorite’ window:
Then complete by giving your Favorite Search a name and optionally a description, and also select ‘Search’ as the Type:
After adding content, locations, and searches to your Favorites, you’ll be able to quickly access them on the Home pane as described above.
Campaigns
Campaigns take the concept of saved searches to the next level by sharing the search criteria across your entire organization.
Created and managed at an organizational level, Campaigns enable teams to access curated collections of content with just one click. This is particularly beneficial for marketing teams who need to provide the latest marketing collateral to sales teams or other departments. With Campaigns, there's no need for lengthy explanations on how to find and access the right content. Everything is neatly organized and easily accessible, empowering your team to work more effectively and cohesively.
1. How to access your Campaigns
When you log in to QorusDocs, whether you’re in Hub Central in your browser or in any of the QorusDocs Add-ins for Microsoft Office, the 'Home' pane is the first place you’ll land, and that’s where you’ll find your Campaigns at the end of the list.
Otherwise, in your browser, click on ‘Home’ in the left nav under ‘Hub Central’ to bring it up on your screen:
From your home screen, the Campaigns tab will display and promote all active campaigns. Ensure that the option “Feature Campaign” is checked for the Campaign to appear under the Campaigns tab on the right side.
Each campaign is visually displayed as a card with a short description, making it easy to understand the value and purpose of each resource at a glance.
The Featured Campaigns section allows you to discover and use high-impact content without searching or browsing through multiple folders, helping you work more efficiently and ensuring you always have access to the most relevant materials.
Another place where you will find Campaigns is under the home screen within the QorusDocs Add-in.
2. Creating Campaigns
Creating a campaign is similar to what we just went through when creating a favorite search. First, construct the search criteria with the necessary filters so that the required content appears when a user uses the campaign. You can learn more about searching and filtering results here.
Next, click on the star and then on “+ Favorite.”
You will then see the same ‘Create Favorite’ window pop up on your screen as the one for adding searches to your favorite.
Let’s run through it:
- Give the campaign a name.
- Optionally, provide a description.
- Leave the Type set to “Campaign.”
- If you’d like the campaign to be ‘featured’, check the ‘Feature Campaign’ box and set the timeframe. Featuring a campaign means that it is displayed more prominently in QorusDocs and at the top of the list of all the Campaigns in your hub.
- Optionally, add a banner.
- This is optional again, but if you wish you can provide an optional external link to display an external website (the external website must be capable of running in an iframe).
- Click on ‘Create’.
After you’ve created a Campaign, your whole team will be able to quickly access it on the Home pane as described above. The Campaign you’ve created will be available to everyone with access to the underlying Content Source used when creating the campaign.
3. Managing Campaigns
The campaigns option under the home screen allows you to manage campaigns. This includes editing, deleting, and getting a link for the campaign.
Editing a Campaign
Clicking on “Edit”, displays the Edit Favorite’ window on your screen where you can edit the name and description, change the type from Campaign to Search (Favorite), add a Banner for the Campaign and check/uncheck the Feature Campaign option. The Feature Campaign option allows you to decide whether you wish for the Campaign to feature on the right side of the Home Screen.
Deleting a Campaign
You can click on “Delete”, to remove the Campaign from the list of Campaigns available.
Get a link for the Campaign
Clicking on “Get a link” will give you a pop-up window with a link to access the Campaign directly.
Please note:
The provided link will only work for you and other users on your hub. People outside of your hub will not be able to use this link to access the campaign. This is to be expected if the campaign does not come from a published content source. To share the campaign with people outside your hub, the Content Source must be published first.
Below is an example of using the copied link:
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