Add a description to a file

Give your sellers more information about a file by adding a description. This private information is not visible when users share the file with prospects or customers. However, users can find it on their Home Screen recommendations and the asset details panel when viewing files.

See how it looks

Key features

• Add a short description of a file
• It's only visible to your users
• Save time composing descriptions with AI suggestions

You need this to succeed

The quick way

• Open the Libraries tab
• Click All files under the Files section
• Click on a file from the Files library
• Edit the Description in the Overview section
• Alternatively, click Suggestion available and Apply the suggested description

Do this step by step

1. Navigate to the Libraries tab.
2. Select the desired Division from the dropdown menu.
3. Click All files under the Files section.
4. Click on a file from the Files library.
5. From here, you have two options:
   • Manual description:
     1. Click the pencil icon next to the Description section.
     2. Fill in a Description and click Save changes.
   • AI suggested description:
     1. Click Suggestion available.
     2. Review the suggestion and click Apply or Accept all.
     3. Click outside the pop-up to close it if not needed.
6. Users will see the description in the asset details panel.
7. Descriptions also appear in Home Screen recommendations and search results.