Using Filters in the Library

You can easily find your content in the library with only a few clicks using our filtering by tags and content toggles.

Filtering by Tags

Navigate to the library, then select Filter to view all of the tags that are loaded into your instance. These tags can be managed via the Manage Tags feature in the Hamburger drop-down menu from your homepage.

You can then filter the content by the specific tags, by marking the checkbox next to the tag desired.

You can also use the filter within Categories/SubCategories to view content according to their tags.

In order to remove the tag filter, select the next to the tag.

External Facing Toggle

You can now enable files to be customer facing by enabling the external facing tag when uploading files. To enable this, select “Yes” next to external facing under tags when uploading a file.

In the Library, you can then toggle the external facing switch to see external facing files. You’ll notice that the category that the file is housed in appears, only the files tagged with external facing will appear when the category is selected.

Archive Categories and Content

Coaches have the ability to archive outdated, but valuable content found within their Library. This allows them to better organize their content, by allowing only the most current content to be immediately visible to users.

Using the same “…” in the top right corner of your selected content, if you select “Archive”, you can hide the content from view in the library.

This does not mean that the content is lost or inaccessible! The content can still be found and fully accessed by toggling the switch “Show Archived”.

Click here to learn more about Archived Content.

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