Content library

Overview

The content library stores reusable phrasing from past bids — executive summaries, methodology paragraphs, compliance statements, and boilerplate you trust. Your team and Flow Writer / document editor AI pull from these entries when drafting new submissions, keeping tone consistent and reducing rewrite time.

Entries are team-scoped — not shared across teams. Distinct from Document templates (structured layouts with variables) and from Human resources (people profiles).

Tip: Before a major pursuit, confirm you have:

Captured winning paragraphs from your last similar bid
One theme per entry (better AI retrieval than mega-pastes)
Accurate source labels for provenance
Pruned outdated regulatory phrasing after legal changes
Tested retrieval via document editor Content library panel

Important: Content library does not replace tender-specific compliance — always adapt snippets to current requirement text.

How to open

Team → Knowledge → Content library

Page header:

Element	Text
Title	Content library
Subtitle	Capture and reuse content blocks from previous bids.

Toolbar: Search (Search content library entries, update after you pause typing.

Why it matters

Info alert on page:

"Store high-impact phrasings from previous bids here. Your team and Flow Writer reuse them as knowledge when drafting new submissions."

Entries table

Column	Content
Content	First ~160 characters (preserves line breaks)
Source	Badge — manual, pursuit excerpt, etc.
Reference	Link to originating pursuit or document when applicable
Actions	Edit

Pagination when collection spans pages.

States

State	UI
Loading	Placeholder rows while data loads
Empty	Empty state + New entry CTA
Populated	Table + pagination

Create entry — sheet

From New entry or empty-state CTA.

Element	Text
Title	New content library entry
Description	Add phrasings from past bids to reuse them in future bids.

Fields

Field	Description
Contents	Main text block (multi-line)
Source	Source type + helper explaining AI retrieval

Footer: Cancel | Save entry (creates row and refreshes table).

Edit entry — sheet

Same fields pre-filled. Title: Edit content library entry.

Numbered workflow — build library from won bid

Open won pursuit documents in editor.
Copy high-quality methodology paragraph.
Knowledge → Content library → New entry.
Paste text; set source = pursuit excerpt if applicable.
Save.
Repeat per theme (quality, SLA, security, etc.).
In new pursuit, open document editor → content library panel → search and insert.

How content is used

Consumer	Behavior
Document editor sidebar	Search and insert snippets
AI writer / Flow Writer	Retrieval during drafting
Dashboard assistant	Can list/read items for active team
Questionnaire auto-fill	Indirect via connected sources where configured

Content library vs document templates

Unit	Text snippet	Full document layout
Variables	No — free text	Yes — company name, VAT, etc.
Output	Pasted into docs	Generated DOCX file
Best for	Narrative reuse	Form structure

Best practices

Store winning paragraphs — not entire 40-page PDFs in one entry
Tag source accurately for editors auditing provenance
Keep entries focused — one theme per row
Review after regulatory changes (GDPR, procurement law)
Do not store confidential third-party text without rights

Permissions

Team members with knowledge access can view. Create/edit may require administrator per team policy.

Edge cases

Symptom	Cause	Action
Search empty	No match	Broaden query
Save fails	Validation / network	Check toast; retry
AI ignores entry	Empty or wrong team	Confirm active team; non-empty body
Duplicate entries	Copy-paste habit	Merge manually

FAQ

Can the assistant search entry text?

Yes — tools can list and read content library for active team.

Same as document templates?

No — snippets vs. structured templates.

Cross-pursuit automatic insert?

Manual or AI retrieval — not auto-injected on pursuit create.

Character limit?

Practical limit per UI — split long text across entries.

Delete entry?

Edit sheet or row action — irreversible for team.

Export library?

No bulk export in standard UI — copy entries as needed.

Document templates
Human resources
Document editor
Working with AI assistant
Team overview

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