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Available with the following QorusDocs Editions: Enterprise
Premium
Essential
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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: Favourite Searches and Campaigns.
In this article, we’ll explain how to add documents, searches and locations to your favorites and build campaigns:
Favorites
Favourite Searches, also known as saved searches, are personalized search filters that you create and manage. These searches are tailored to your specific needs, allowing you to quickly find the content that matters most to you. Whether you're frequently looking for specific proposal templates or certain types of content, Favourite Searches save you time by eliminating the need to repeatedly apply the same filters. These searches are private and visible only to you, ensuring your workflow remains 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:
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.
To do this, click on the star icon that appears between the search bar and your search results:
Then, give it a name and optionally a description:
You can then quickly access all your favorites in the Home pane.
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. Creating Campaigns
Creating a campaign is similar to what we just went through when creating a favorite search. First, construct the search criteria so that the required content appears when a user uses the campaign. Then, select the star and click “+ Favorite.”
You will then see the same form you used for your favorite search. Let’s run through it:
- Give the campaign a name.
- Provide an optional description.
- Your predefined search criteria.
- Leave the type set to “Campaign.”
- Check the box if you’d like the campaign to be featured for a set time frame.
- Add an optional banner.
- Provide an optional external link to display an external website (must run in an iframe).
- Select Create.
2. Using Campaigns
Once the campaign is created, you and your QorusDocs Hub members will see it on the home screen.
- The Campaigns tab will display and promote all active campaigns. Ensure your Campaigns tab is configured in the Hub Management. Click here to learn more.
- The campaigns option under the home screen allows you to manage campaigns. This includes editing, deleting, and getting a link for the campaign.
Another place where you will find Campaigns is under the home screen within the QorusDocs Add-in.
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