Best practices

Keep content up to date

Replace outdated material and make it clear who handles updates.

On this page
  1. Give each library a contact
  2. Update files at the source
  3. Replace or remove old material
  4. Leave a short handover

Give each library a contact

Choose someone who keeps the library current and handles requests for missing or incorrect content. A backup contact can help during holidays or a handover.

Update files at the source

For connected content, update files and metadata in the source system. Check the integration settings before making a local change that a later import could overwrite.

Replace or remove old material

When a template, product or campaign changes, update its files and featured links. Remove material that should no longer be used, or label it clearly if it is kept for reference.

Leave a short handover

Keep a short list of the libraries, source connections, upcoming campaigns and open requests the next person needs. Store passwords and integration secrets in your organization’s password manager.

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