1. What fields we can manage in The Content Manager
Here are the following document fields that can be changed in the content manager:
Tags
add additional notes for organization. Popular tags are ‘consolidate’, ‘improve’, ‘repurpose’ & ‘leave as is’. You can add your own tags too!
Assigned to
which team member is working on this document.
Scheduled date
When the document(s) should be finished or sent for review. Documents with scheduled dates are also visible from your content calendar.
Status
Track your progress in multiple stages.
2. Accessing The Content Manager
2.1 From the Documents page
First let’s go to the the documents page. From the dashboard click ‘Documents’:
💡 If you cannot see tags, scheduled, assigned, status fields you can show/hide these fields using the 'Display Columns' dropdown in the top-right
We can open The Content Manager for a document or folder by clicking any of the ‘+’ icons:
2.2 Multiple documents & folders
First let’s select which content we want to change.
We can use the check-boxes to select which Documents/Folders we want to edit. Then click on the icon highlighted below to open The Content Manager:
We can see that we have opened the content manager for 2 selected items. Changes made in the content manager will now affect all 2 items.
2.3 Within an open Document
Go to Tools > Teams & Organization:
This will open The Content Manager on the left-hand side of your Document:
