Revspire Resources

Content Portal

The Content Portal is the central repository for your organization’s sales assets. This module allows users to upload files from their local device or import them directly from cloud services (Google Drive, OneDrive) and design tools (Canva). It supports “Ghost Mode” (memorizing recent sources) and intelligent placeholder extraction.

Features

Multi-Source Import: Support for Local Drive, Google Drive, OneDrive, Dropbox, Canva, Microsoft Stream, YouTube, Vimeo, and Public Links.

Cloud Sync: Option to keep files synchronized with Google Drive or OneDrive (changes in the drive reflect in Revspire).

Drag and Drop: Direct drag-and-drop functionality for local files.

Placeholder Detection: Automatically identifies placeholder text (e.g., {{Client_Name}}) inside uploaded documents for template use.

Recent Sources: The system remembers your last 4 used sources for quick access.

Purpose

To aggregate all sales collateral into a single, accessible location, ensuring sellers always use approved assets.

Permissions

Standard Uploads: Available to all users in terms of License.

To perform these actions, your Profile must have the following permissions under Digital Sales Room > Content:

Create Content: Required to see the “+ Add” button and upload files or create folders.

View Content: Required to view your own uploaded files.

View All Content: Required to see content uploaded by other users in the portal.

Steps

Adding Files

  • Navigate to the Content Portal folder where you want the file to reside.
  • Click the + Add Content button. (Visible only if you have ‘Create Content’ permission).
  • Select Source: Choose from the grid (Local, Google Drive, Canva, etc.).
  • Note: If choosing OneDrive or Google Drive, toggle “Sync On” to maintain a live link.
  • Pick Files: Select the files. A progress toast will appear at the bottom right.

Creating Folders

  • Click the arrow next to the Add button and select Add Folder.
  • Enter a name (Max 70 characters).
  • Click Save.

Limitation and Notes

  • File Size Limit: The maximum file size for local uploads is 200MB.
  • Restricted Tenants: If your organization uses “OneDrive Restricted,” you may need to select a specific Tenant Namespace.