Adding Collateral to a Playbook

Follow these steps to manually add collateral to a playbook. You need to have created collateral assets before you can add them to a playbook.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. Click Add Collateral.

4. In the Add Collateral screen, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

    

5. Click on each item you'd like to add to the playbook. The asset is ticked in the list and shown as Selected at the bottom of the list - click the X next to it if you want to remove it again. If an asset was added during a previous edit, it has the label Already Added.
6. [Optional] Repeat the process as required, to add all the content for the playbook.
7. Click Add Selected. The assets are listed in the Associated Collateral area of the playbook details.
8. [Optional] Click Publish to make the playbook available in the portal - ensure that you have a Collateral page or bundle in the portal site navigation.