For content that’s likely to change, use Referenced Content to easily update pages and slides across templates. Referenced Content enables you to:

  • Give your team immediate access to the most up-to-date content
  • Easily maintain accurate, approved, and up-to-date document templates
  • Improve content management
  • Ensure brand and messaging consistency
  • Reduce the time and effort required to distribute content

Referenced content is available in all three document types – presentations, proposals, and contracts.

For proposals and contracts, here’s how you do it:

  1. From your Document List, open the Template that will include your Referenced Content
  2. Click New Page
  3. Choose Page from Assets
  4. Choose the page of content you want from your Asset Library in the pop-up window
  5. Click the checkbox next to Add Page as Reference
  6. Click Add Page

For presentations, follow these steps:

  1. From your Document List, open the Template that will include your Referenced Content
  2. Click New Slide
  3. Choose Slide from Assets
  4. Choose the Content Slide you want from your Asset Library in the pop-up window
  5. Click the checkbox next to Add Slide as Reference
  6. Click Add Page

Whenever you’d like to update your Referenced Content, do so by making changes to the master copy in your Asset Library. You can access the page or slide content through the Assets list in Octiv. In addition, for proposals and contracts, you can click on the yellow header on the referenced page in a Template. Your changes will apply to any Template that includes that piece of Referenced Content.

You can also see which templates use the content by selecting the page or slide content in the Assets list and looking at the information window on the right-hand side of the screen.


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