What You Can Do
- Push deal information to your system Library
- Reuse saved files by importing them into new deals or chats
- Access pre-built templates provided by Apers
Accessing the Library
1
Open the left side panel
Navigate to the left side of your screen.
2
Click Library
Click Library to open your system Library.
- View all your stored files
- Access Library Templates—a collection of valuable pre-built files from Apers
Saving Files to the Library
1
Go to the Deal room
Navigate to the right side panel in your Deal room.
2
Find the file
Locate the file you want to save.
3
Click the triple dot icon
Click the triple dot icon (⋮) on the file.
4
Save to Library
Select Save to Library.
Importing Files from the Library
1
Open Chat or Deal
Navigate to your Chat or Deal.
2
Click Import from Library
Go to the bottom right and click Import from Library.
3
Select your file
Choose the file you want to import from your system Library.