Best practices

Choose a library structure

Use libraries for distinct collections of content and folders to organize related material.

On this page
  1. Choose how people will browse
  2. Group related content
  3. Use recognizable names
  4. Keep the starting view simple

Choose how people will browse

  • Portal libraries suit direct searching and browsing, such as finding a product image or document.
  • Collections libraries suit visual selections, such as campaign kits or presentation resources.
  • Use manual folders for a hand-picked selection and Smart Folders for files that match saved criteria.

Group related content

For example, keep product images in one library with folders for product families. A separate presentation library can hold templates and slides. You do not need a new library for every file type or department.

Use recognizable names

Names such as Product images, Presentation templates and Previous campaigns tell people what to expect. Keep internal codes in tags or properties when people need to search for them.

Keep the starting view simple

Show the most commonly used material first. If colleagues keep choosing the wrong folder, rename it or move it closer to the content they expect.

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