Content Library Management — Product Tour

Full walkthrough

1. This is the Content Library — Enable → Content Library → Content Library. It's the partner's single hub for every vendor-published sales and marketing asset, and the single source of approved, on-brand content you'll use throughout your selling motion.
2. The toolbar carries every list-level control: View All, Sort By, Search, Filter, Save, Recommended by AI, and the List View / Thumb View switch on the right.
3. Sort by Created On, Modified On, Downloaded By, Viewed By or Listing Name, then flip Ascending / Descending with the arrow buttons.
4. Search Content Library Document searches by listing name — the fastest way to jump straight to a known asset.
5. Every listing can be viewed two ways — List View for full detail, or Thumb View for a visual grid. Let's try List View — press Next and we'll switch for you.
6. Press Next and we'll switch to List View for you.
7. Each row in List View shows the thumbnail, title, a description with a More link, the Directory path, and Created On / Modified On dates.
8. The action row on every listing carries View, Info, Share, Download, Copy Document Link, Bookmark, Favorite and Add to My Collections — everything you need without leaving the list. The View counter ticks up every time View is opened, and Download does the same on every download.
9. Now let's flip to Thumb View — press Next and we'll switch for you.
10. Thumb View shows the same content as visual cards. The three-dot menu on each card exposes the identical set of actions — View, Info, Share, Download, Bookmark, Favorite and Add to My Collections.
11. Filter opens the full search panel — press Next and we'll open it for you.
12. The Filter panel has a Basic tab — one row per column with an Operator and Search Text — and an Advance tab for building multi-condition criteria. Name a configuration and press Save Filter to reuse it, then Apply to run it or Clear to reset.
13. Save stores a filter configuration for reuse — build it once in the Filter panel, then recall it here on any future visit.
14. Recommended by AI narrows the library to the assets most relevant to your current deals and campaigns — one click to focus, one click to clear.
15. The Content Categories tree is the folder-based way to search. Planning, Marketing, Advertising, Sales and Customers are the top-level folders, each showing a live document count, and the panel remembers whether you left it expanded or collapsed.
16. Click a folder to scope the grid to it — press Next and we'll open Sales for you.
17. The listing now shows only Sales content. Select All Content in the tree at any time to return to the full library.
18. Let's switch back to List View to walk through the preview and sharing actions — press Next and we'll switch.
19. Click View on any listing to open the preview — press Next and we'll open the Partner Success Playbook for you.
20. The preview renders the document, with Download and Share buttons at the top, and the View / Download counters shown top-right — the counter you just bumped by opening this preview.
21. Recommended Content surfaces alongside the document — the Admin assigns associated material here, so a related Solution Brief or Case Study is one click away in context.
22. Some PDFs ship with embedded bookmarks. Let's open the UPM Implementation Guide — press Next and we'll open it for you.
23. The Bookmarks sidebar is a clickable table of contents — jump straight to a chapter instead of scrolling, ideal for long guides during a live customer conversation. The View and Download counters stay visible top-right.
24. Share opens the Share Document panel — press Next and we'll open it for you.
25. Document Name is pre-filled. Type a Recipient Name and it live-searches Prospects, auto-filling the email on selection — or use Add as New to create the record and send in one step. Message adds a personal note.
26. Share dispatches the document by email immediately — press Next and we'll send it.
27. The Favorite toggle adds a listing to the Favorites category and persists per user across sessions — press Next and we'll favorite it.
28. Favorites now shows the updated count — clicking it scopes the grid to only favorited items.
29. Add to My Collections opens the collections picker — press Next and we'll open it for you.
30. Check any collection to copy the content into it, or create a new one on the fly. Content saved here is available any time from the My Collections tab.
31. My Collections sits in the Content Categories tree, right under Favorites — press Next and we'll open it for you.
32. My Collections opens in Thumb View, showing the saved assets as cards. Each card's menu carries the same actions — View, Share, Download, Copy Document Link and Add to My Collections. That completes the Content Library flow.

Questions about this tour

How do partners find marketing and sales content in ZINFI?

The partner-facing Content Library presents vendor-published documents in List or Thumbnail view, organized into folders and searchable by keyword and filter. A preview page opens the document in place, shows recommended related content, and lets the partner bookmark or download it.

Can a partner share a document directly with a customer?

Yes. From a content record the partner can share the document with a prospect or customer, which produces a trackable send rather than an ad-hoc email attachment.

Can partners save content for later?

Yes. Favorites and My Collections let a partner keep the items they use most, so recurring sales conversations do not require searching the whole library again.

How long does the ZINFI Content Library Management tour take?

About 11 minutes at a normal pace — 32 guided steps through the Content Library Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Enable pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Content Library Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.