DocumentationText LibraryTexts

Texts

The Text Library page, with the heading Text Elements, lists your texts. Use it to find a text, read it, see where it is deployed, move it to a folder or delete it. To write a new text, see Create and edit a text.

The Text Library in card view, with the folder panel on the left


Find a text

  • Folders: choose Home, one of your private folders or a shared folder in the panel on the left. Click Private Folders or Shared Folders itself to see the texts of every folder in that area. See Folders.
  • Search: type in Search text elements by Name, Identifier, or Content. Inside a folder, the search also covers its subfolders and shows the folder path before each name.
  • All Groups: pick a group to show only its texts. Choosing a group clears the selected folder, and choosing a folder clears the group.
  • Card View and List View: switch between cards and a table.
  • Prev and Next: the list shows five texts per page.

In list view the columns are Name, Identifier, Status and Created. Click a column heading to sort.

The Text Library in list view with sortable columns


Status

Each text has one of two statuses:

  • Active: the text is deployed when you deploy its group. See Deploy.
  • Draft: the text stays in Development and is not deployed.

You set the status in the editor.


Row actions

Click the three dots on a text to open its menu.

The row menu with Move to folder, View Environments, View, Edit and Delete

Move to folder

  1. Open the menu and click Move to folder.
  2. Choose a Folder. Home means the text is in no folder.
  3. Click Move. The page shows Text moved.

Moving a text to the HR letters folder

View Environments

View Environments shows the text as it is deployed in each environment. The tabs are Development, Test, Pre Production and Production. A tab that reads (Not deployed) is disabled because the text has not reached that environment. Choose a language tab to read the content in that language.

The Element Environments dialog with the Test tab selected

Use this to check that a deployment arrived, or to compare an older deployed copy with the one in Development.

View

View opens the text read-only. It shows the identifier under Description, the languages, the content and when the text was created and last updated.

The View dialog for a text

Edit

Edit opens the text in the editor.

Delete

  1. Open the menu and click Delete.
  2. Confirm the question Are you sure you want to delete …? This action cannot be undone. by clicking Delete.

A deleted text leaves the list and appears under Trash. See Folders.


Best practices

  • Give every text a clear name and a lower-case identifier such as welcome-letter.
  • Keep each text short and reusable.
  • Use styles and table styles instead of formatting by hand.
  • Keep texts that are not ready as Draft until they are approved.

Create and edit a text, Folders, Groups, Deploy.