To add an image, slide, text snippet, or another asset, follow these steps:

  1. From Assets view, click the Add New button on the top right
  2. Click on the type of Asset you want to add in the dropdown menu
    • If you’re adding proposal or contract content, click Content and create it in the Build view that appears
    • If adding a slide to your Asset Library, click Slide Content and use the Build view to customize your slide. Reference this article if you need tips on how to build content in a slide
    • If choosing Content from Word or Upload Image/File, an Upload New Files modal appears into which you can drag and drop your file or click Choose File to find the one you want
    • To add a Text Snippet, use the popup window to name and create your snippet

Your new assets appear in the Asset Library, which you can access from any page within Octiv.


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