Elevate efficiency, cultivate collaboration, and ensure design consistency and effectiveness with Shared Libraries!
Effortlessly reuse pages, assets, and themes across numerous projects within your organization
Shared Libraries Feature Overview
The Shared Libraries Feature will drive speed and foster collaboration by enabling SimGate Studio Creators to:
Collaborate seamlessly across projects using shared libraries
Create custom templates once, then reuse them across multiple projects
Share pages and activities effortlessly within your enterprise
Soon, you'll be able to share your custom assets and themes too!
VIDEO: SEE IT IN ACTION
Example Use Cases
You’ve created a Page Builder in one of your projects and love the layout.
Your team aims to establish a uniform method for delivering scores or feedback and wants to create a template for widespread use.
You've designed an elaborate practice conversation template with branching pathways and extensive content, ideal for reusability.
You're developing a series of trainings with mostly consistent content but necessitating minor adjustments for various audiences or industries.
...And many more!
Now you’ll be able to create a Library, and save that page or template in the library so you can:
Reuse it in different projects
Share your pages amongst colleagues so they can use them in their projects
Create an Enterprise Library of high-quality, standardized templates that reflect your brand and style
FAQ
How do I create a new library to save my pages and share them?
Or follow these steps:
In Portal, the structure and process are similar to the existing folder creation and management process for projects.
Portal has a new section Enterprise Libraries & My Libraries
To create a new Library, follow the steps in the demo video about starting at 0:31!
Select one of the library sections
Click New Library button in the top right of the page
How to save/add a page to a Library?
Very easily - Follow the steps in the demo video:
How to add a Shared Page to my Wireflow from a Library?
Luckily, this is basically the same process as "Quick Add" - Follow the steps in the demo video about starting at 2:40!
How do I share a library?
Sharing libraries is essentially the same as sharing your projects!
Click the 3 dots in the upper right of your library and choose SHARE.
In the pop-up search bar, search for your team member's name or email, when it pops up, choose them.
How do I refresh my libraries to see the latest content?
To access the latest content in all libraries, you will want to refresh your libraries. Once complete, your libraries will reflect the most up-to-date shared content.
How to Refresh Libraries: (Also see video below)
DIY STEPS
In a project, click on the cloud icon next to your project name on the right side of your top navigation
Click on the checkmark next to where it says “All libraries are updated. Click to refresh.”
VIDEO
Is there a quick way of copying templates WITHIN a project?
To copy/duplicate a page or template WITHIN a project, you can use the existing "duplication" feature outlined here: How to Duplicate and Re-use Pages in Studio
How do I share a page outside of my project? Does it have to be done via a library?
All page sharing (outside of a project) needs be done with this Library Feature.
Once shared to a Library, you can access that page/template in all of your other projects and can share it to an Enterprise Library so your colleagues can also use it!
What if a page is accidentally deleted or archived by another team member?
Never fear! All archived projects and libraries can be retrieved and “unarchived” when needed.
Currently, there is no built-in version control for libraries, but this can be self-managed by duplicating your library when you want a checkpoint.
What are some tips for a good Library Management Strategy?
Descriptive Names: Name each of your pages/templates with unique and descriptive titles to make it easier to search for and locate them in the future.
Organize by Category: Group your pages/templates into library categories based on their purpose or topic to make them easier to locate and use.
e.g. Reports Library, Skills Practice Library, Leadership Library, Information Sharing Library, etc
Feedback Mechanism: Encourage users to provide feedback on templates to continuously improve their quality and relevance.
Regular Updates: Regularly update and add new templates to keep the library fresh and relevant to users' evolving needs, brand changes, or asset updates.
Once you have sent a page to a library, you can fine-tune that page by opening its containing library directly in Studio, and editing the page as usual – Just be careful, as you cannot currently revert changes made.
