Adding content, searches, and locations to your Favorites and creating Campaigns

This article applies to:Available in these QorusDocs Editions:

Enterprise+, Proposal Pro, QPilot Essential

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.

You can use:

• Favorites to save your own documents, locations, and searches for quick access.
• Campaigns to share a saved search with other users in your organization.

In this article, we’ll explain how to add documents, searches and locations to your favorites and build campaigns:

1. Favorites 

   1. How to access your Favorites 

   2. Adding a document to your Favorites

   3. Adding a location to your Favorites 

   4. Adding a search to your Favorites 

2. Campaigns

   1. Creating Campaigns 

   2. Accessing your 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

You can add a document to your Favorites from Search or while browsing your connected content.

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 easier to identify your favorite documents in search results and while browsing.

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.

This is useful when you often search for the same type of content, such as proposal templates, case studies, product content, or approved answers.

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 Favorite 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.

Campaigns are useful when you want users to quickly access a curated set of content without needing to know which search terms, filters, or Content Sources to use.

For example, a marketing team might create a Campaign to help sales teams quickly find the latest approved collateral for a product launch, event, or industry campaign.

Campaigns are available to users who have access to the underlying Content Source used in the Campaign.

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 and run a search using the criteria you want the Campaign to use. You can use search terms, filters, and selected Content Sources to control which content appears when users open 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:

1. Give the campaign a name.
2. Optionally, provide a description.
3. Leave the Type set to “Campaign.”
4. 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.
5. Optionally, add a banner.
6. 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). 
7. 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.

In the pop-up modal that comes up next, click on ‘OK’ to confirm your intention to delete.

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.