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Media Library and PDF Content Pages
### Scanifly Proposal Tool
* Setup and Global Settings
* Media Library and PDF Content Pages
##### Setup and Global Settings
### Media Library and PDF Content Pages
#### Store image assets for your custom templates, and append existing PDF pages like spec sheets or an About Us page to any proposal.
These two settings both add your own content to a proposal, in two different ways. The media library holds images you place inside custom templates. PDF content pages attach whole PDF pages to the front or back of any proposal without rebuilding them.
🚧 **Admin only** 🚧
Both are part of global settings, which requires the **Manage proposals** permission.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
---
##### Media Library
The media library is where you upload custom image assets for use in the templates your company builds. Typical assets include a photo of a completed solar array, racking or equipment photos, and a photo of your team.
Once an asset is in the media library, you can use it in the template builder to build custom outputs.
Media library assets can sit alongside variable-driven data on the same template page, so one page can carry real photography and live numbers from the design together.
[Image: Screenshot of the media library with several uploaded image assets]
---
##### 1. Upload Your Image Assets
Open the media library in global settings and upload the images you want available to your templates.
[Image: Screenshot of the media library upload control]
---
##### 2. Use an Asset in the Template Builder
Your uploaded assets become available in the template builder when you build or edit a custom template.
[Image: Screenshot of an image block in the template builder with a media library asset selected]
For more information on Block Types and Building a Page, please see this support article: [link placeholder].
---
##### PDF Content Pages
PDF content pages are the more immediately useful of the two, and they do not require the template builder at all.
You build a library of PDF pages that can be included **before or after your proposal** by default. This works with the standard proposal and with custom proposals alike, so any proposal your team generates can carry a PDF page at the beginning or the end.
Common uses:
* A company cover page
* An About Us page
* An equipment spec sheet
* Warranty or terms pages
[Image: Screenshot of the PDF content pages library showing several saved pages]
📘 **Pro Tip:**
PDF content pages let you reuse collateral you already have without rebuilding it inside the tool. If you have an existing PDF page you like, reach for PDF content pages before you reach for the template builder. It is a fraction of the work and the output is the page your marketing team already approved.
---
##### 3. Add a PDF Page to the Library
Add your PDF page to the PDF content pages library and set whether it appears at the beginning or the end of the proposal.
[Image: Screenshot of the add PDF content page form with the placement option highlighted]
---
##### 4. Add a Conditional Rule, If You Want One
A PDF content page does not have to appear on every proposal. You can add a condition so it only appears when the condition is met.
For example, you might add a condition that the panel name matches a certain name or string, and attach that panel's spec sheet. Proposals using that panel get the spec sheet, and proposals using a different panel do not.
[Image: Screenshot of the conditional rule configuration on a PDF content page]
---
##### Save Your Changes
❗ **IMPORTANT**
These are preset settings. Nothing is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. Leaving global settings without doing one of those three loses your work.
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
---
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Template Builder: Access, Templates, and Pages, please see this support article: [link placeholder].
For more information on What's Included in the Standard Proposal, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
---
## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the media library with several uploaded image assets]
2. [Image: Screenshot of the media library upload control]
3. [Image: Screenshot of an image block in the template builder with a media library asset selected]
4. [Image: Screenshot of the PDF content pages library showing several saved pages]
5. [Image: Screenshot of the add PDF content page form with the placement option highlighted]
6. [Image: Screenshot of the conditional rule configuration on a PDF content page]
Capture 6 is the most valuable here. The conditional spec sheet use case is the strongest reason to use this feature and the hardest to picture from text alone.
**Needs clarification:**
- Confirm accepted file types and any size limit for media library uploads.
- Confirm whether media library assets can also be used on the standard proposal, or only in custom templates. The walkthrough only describes them in the context of custom templates, and this draft says so, but an admin will reasonably ask about a logo or a photo on the standard proposal.
- Confirm whether a PDF content page can be multiple pages, or must be a single page. The feature is called "PDF content pages" and the walkthrough refers to "a library of pdf pages", which does not settle it. This matters for anyone attaching a multi-page warranty document.
- Confirm the full set of conditions available on a PDF content page. The walkthrough gives panel name matching a string as the example and implies there are others. Do not list additional conditions until confirmed.
- Confirm whether placement is per PDF page (each page set to beginning or end) or a single global setting for all attached pages.
- Confirm whether attached PDF content pages are included in the page count and page numbering on the exported proposal. The sample export shows "Page 1 of 4" on the Cover, so it is worth knowing whether an attached front page becomes page 1.
- Confirm whether PDF content pages can be toggled off per proposal by a salesperson, the way the five standard pages can.
**Suggested cross-references:**
- F1 (Template Builder: Access, Templates, and Pages) should link here, and should point readers at PDF content pages as the lower-effort alternative.
- F2 (Block Types and Building a Page) should link here for media library assets in image and HTML blocks.
- F3 (Build Templates with AI) should link here, since media library assets get used automatically when available and become placeholders when not.
- C1 and C2 should link here so a rep understands why their export has extra pages.
- D1 links here from step 9.
* Setup and Global Settings
* Media Library and PDF Content Pages
##### Setup and Global Settings
### Media Library and PDF Content Pages
#### Store image assets for your custom templates, and append existing PDF pages like spec sheets or an About Us page to any proposal.
These two settings both add your own content to a proposal, in two different ways. The media library holds images you place inside custom templates. PDF content pages attach whole PDF pages to the front or back of any proposal without rebuilding them.
🚧 **Admin only** 🚧
Both are part of global settings, which requires the **Manage proposals** permission.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
---
##### Media Library
The media library is where you upload custom image assets for use in the templates your company builds. Typical assets include a photo of a completed solar array, racking or equipment photos, and a photo of your team.
Once an asset is in the media library, you can use it in the template builder to build custom outputs.
Media library assets can sit alongside variable-driven data on the same template page, so one page can carry real photography and live numbers from the design together.
[Image: Screenshot of the media library with several uploaded image assets]
---
##### 1. Upload Your Image Assets
Open the media library in global settings and upload the images you want available to your templates.
[Image: Screenshot of the media library upload control]
---
##### 2. Use an Asset in the Template Builder
Your uploaded assets become available in the template builder when you build or edit a custom template.
[Image: Screenshot of an image block in the template builder with a media library asset selected]
For more information on Block Types and Building a Page, please see this support article: [link placeholder].
---
##### PDF Content Pages
PDF content pages are the more immediately useful of the two, and they do not require the template builder at all.
You build a library of PDF pages that can be included **before or after your proposal** by default. This works with the standard proposal and with custom proposals alike, so any proposal your team generates can carry a PDF page at the beginning or the end.
Common uses:
* A company cover page
* An About Us page
* An equipment spec sheet
* Warranty or terms pages
[Image: Screenshot of the PDF content pages library showing several saved pages]
📘 **Pro Tip:**
PDF content pages let you reuse collateral you already have without rebuilding it inside the tool. If you have an existing PDF page you like, reach for PDF content pages before you reach for the template builder. It is a fraction of the work and the output is the page your marketing team already approved.
---
##### 3. Add a PDF Page to the Library
Add your PDF page to the PDF content pages library and set whether it appears at the beginning or the end of the proposal.
[Image: Screenshot of the add PDF content page form with the placement option highlighted]
---
##### 4. Add a Conditional Rule, If You Want One
A PDF content page does not have to appear on every proposal. You can add a condition so it only appears when the condition is met.
For example, you might add a condition that the panel name matches a certain name or string, and attach that panel's spec sheet. Proposals using that panel get the spec sheet, and proposals using a different panel do not.
[Image: Screenshot of the conditional rule configuration on a PDF content page]
---
##### Save Your Changes
❗ **IMPORTANT**
These are preset settings. Nothing is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. Leaving global settings without doing one of those three loses your work.
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
---
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Template Builder: Access, Templates, and Pages, please see this support article: [link placeholder].
For more information on What's Included in the Standard Proposal, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
---
## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the media library with several uploaded image assets]
2. [Image: Screenshot of the media library upload control]
3. [Image: Screenshot of an image block in the template builder with a media library asset selected]
4. [Image: Screenshot of the PDF content pages library showing several saved pages]
5. [Image: Screenshot of the add PDF content page form with the placement option highlighted]
6. [Image: Screenshot of the conditional rule configuration on a PDF content page]
Capture 6 is the most valuable here. The conditional spec sheet use case is the strongest reason to use this feature and the hardest to picture from text alone.
**Needs clarification:**
- Confirm accepted file types and any size limit for media library uploads.
- Confirm whether media library assets can also be used on the standard proposal, or only in custom templates. The walkthrough only describes them in the context of custom templates, and this draft says so, but an admin will reasonably ask about a logo or a photo on the standard proposal.
- Confirm whether a PDF content page can be multiple pages, or must be a single page. The feature is called "PDF content pages" and the walkthrough refers to "a library of pdf pages", which does not settle it. This matters for anyone attaching a multi-page warranty document.
- Confirm the full set of conditions available on a PDF content page. The walkthrough gives panel name matching a string as the example and implies there are others. Do not list additional conditions until confirmed.
- Confirm whether placement is per PDF page (each page set to beginning or end) or a single global setting for all attached pages.
- Confirm whether attached PDF content pages are included in the page count and page numbering on the exported proposal. The sample export shows "Page 1 of 4" on the Cover, so it is worth knowing whether an attached front page becomes page 1.
- Confirm whether PDF content pages can be toggled off per proposal by a salesperson, the way the five standard pages can.
**Suggested cross-references:**
- F1 (Template Builder: Access, Templates, and Pages) should link here, and should point readers at PDF content pages as the lower-effort alternative.
- F2 (Block Types and Building a Page) should link here for media library assets in image and HTML blocks.
- F3 (Build Templates with AI) should link here, since media library assets get used automatically when available and become placeholders when not.
- C1 and C2 should link here so a rep understands why their export has extra pages.
- D1 links here from step 9.