The Library is a powerful feature that allows you to accumulate and reuse your deal knowledge over time. By saving files from your deals and chats to the Library, you create a feedback loop—the more deals you analyze, the more your Tastic knowledge grows.
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
Open the left side panel
Navigate to the left side of your screen.
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
Go to the Deal room
Navigate to the right side panel in your Deal room.
Find the file
Locate the file you want to save.
Click the triple dot icon
Click the triple dot icon (⋮) on the file.
Save to Library
Select Save to Library.
Example: You create a proforma spreadsheet model and want to reuse it for future deals. Simply click the triple dot icon on that file and select Save to Library.
Importing Files from the Library
Open Chat or Deal
Navigate to your Chat or Deal.
Click Import from Library
Go to the bottom right and click Import from Library.
Select your file
Choose the file you want to import from your system Library.
