Create a library reference

You can insert a content record's entire content into another content record by using a library reference code. A library reference code is similar to a merge code. It can be copied and pasted into a piece of content for use in a created document or a project.

Tip: When you preview the content record containing the reference code, the referenced content is displayed in the preview. But it will not be obvious that a referenced content is also displayed. To see if a record has referenced content, select View > Library References in the Details panel. The referenced records are listed.

When the content is built at the custom documents level, the library reference content will be inserted where the reference code is placed in the document. In a project, the library references will be inserted when the content record in the library that contains the library reference is dragged into the New RFP workspace.

Note: Library references to Microsoft Excel or PowerPoint content records cannot be added to a Microsoft Word RFP. Library references to PowerPoint slides cannot be added to an Excel RFP.

Create a library reference

  1. Locate the desired content record.
  2. Click the More Options More Options menu menu and select More Tools > Copy Reference Code. The "Copy Reference Code" dialog will display.
  3. Click Copy to copy it to clipboard.
  4. Paste the reference code into another record.

Library reference code display

Content IDs can be included in library reference codes.

Example: Using the content ID for the library reference codes makes it easier to identify the content record because the content ID does not change as frequently as the record title.

  1. Locate the "LibraryReferenceCodeFormat" global setting.
  2. Edit and using one of the following methods:
    • Hover over the global setting you would like to edit and click the EditEdit icon icon. The "Edit Global Setting" dialog displays.
    • Select the checkbox of the desired global setting and click the EditEdit icon icon at the top of the grid. The "Edit Global Setting" dialog displays.
    • Double-click the row of the desired global setting. The "Edit Global Setting" dialog displays.
  3. Enter one of the following values: 
    • 1: This is the default and includes only the title in the library reference code.
    • 2: This includes only the Content ID in the library reference code.
    • 3: This includes both the title and Content ID in the library reference code.
  4. Click Save.