Creating Custom Documents - Phase 1: Purpose & Framework

Structured AI → Creating Custom Documents Phase 1: Purpose & Framework

Creating Custom Documents  - Phase 1: Purpose & Framework

Estimated Time

~10 minutes

Current Phase

Phase 1 of 3

What You'll Accomplish

• Navigate the Content Library and access available custom document content.
• Identify custom documents and understand their purpose within the platform.e

• Duplicate custom documents for use in campaigns and partner marketing activities.
• Provide partners with professionally branded, multi-page PDF assets such as eBooks, brochures, and guides.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Current Phase ✔
Phase 2 Drag & Drop Editor	Start Training ➡
Phase 3 Personalization & Activation	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

This training provides a comprehensive guide to effectively managing your content library within Structured AI. It will walk you through the various features and tools available, helping you organize, update, and optimize your content to ensure it is both accessible and useful. 

Whether you are adding new materials, categorizing existing items, or maintaining your library for better performance, this training will equip you with the knowledge and skills needed to handle your content efficiently within the Structured AI platform.
 

 

2. Open Content Library Menu

Open the main menu, which will allow you to access the Content Library within the Structured AI platform. This library contains a wide range of resources and materials that you can utilize to enhance your experience and productivity on the platform.
 

 

3. Access Content Library Section

To access all of your stored content assets within Structured AI, simply click on the Content Library option. This feature allows you to conveniently view and manage every piece of content you have saved in one centralized location, making it easier to organize and utilize your assets efficiently.
 

 

4. Open Custom Documents

To access your personalized document templates and files, simply click on the Custom Documents option. This section allows you to manage and utilize all your customized documents in one convenient location, making it easier to create, edit, and organize your files according to your specific needs.
 

 

5. View Draft Documents

Click on the Drafts section to view a comprehensive list of all documents that are currently saved in draft status. These documents are awaiting further actions such as completion, duplication, or review. This section allows you to easily manage and keep track of any unfinished work, ensuring that no important document is overlooked before it is finalized or processed further.
 

 

6. Open More Options Menu

Click the 3 dots in the upper right corner (More Options) to reveal additional actions you can perform on your email drafts. Some options here are: View, Edit, Duplicate & Archive.

 

7. Duplicate Selected Document

It is best practice to always start by duplicating an existing email to use as your framework. Choose a version that mirrors the structure you want to build. Click the More Options menu, and click Duplicate to create a copy of the selected email draft for further customization without altering the original.
 

You have successfully navigated through the Content Library in Structured AI, accessing drafts, and duplicating content. This process helps efficiently manage and reuse your documents within the platform.

You've Completed Phase 1 - Move to Phase 2 →