There are four different methods to quickly and easily build your Library so you can streamline your RFP response workflow.
Create Individual Entries
Easily create new Library Entries individually, or start building your Library from scratch.
Learn more: How Do I Create a Library Entry?
When you’re first getting started with Loopio, you’ll likely need to transfer large amounts of information into your Library at once. With our Bulk Import, you’re able to load up to 2,000 Library Entries into Loopio using the Loopio Excel Template, or when importing from a Word Document. Additionally, you can Import Library Entries by using our Seismic integration.
- How Do I Bulk Import Library Entries From an Excel Document?
- How Do I Bulk Import Library Entries From a Word Document?
- How Do I Bulk Import Library Entries Using Seismic?
Reviews from Projects
Each time you create a Project, you have an opportunity to add any updates or new content into the Library. This allows Loopio to get smarter as you work, and keeps your content fresh.
Learn more: Reviews from Projects
Migration Services (additional fee)
If your team needs assistance uploading Library Entries, our Professional Services Team offers Migration Services to help you upload your content. If this is an option you are interested in, reach out to firstname.lastname@example.org. We'd be more than happy to talk about your needs, and provide you with a quote.