Library Users have a streamlined view of the Library, optimized to quickly surface and make use of Library content outside of Loopio.
Subscription Required: Your Loopio account must have Library User licenses available for this option to appear in Loopio. If you do not currently have the option to enable Library Users, please reach out to your Customer Success Manager to for more information.
As a Library User, your homepage displays both a search bar and a list of your Stacks or Categories.
Searching for keywords or clicking into a Stack or Category will search the Loopio Library for relevant content.
To further filter content by a specific Stack, Category, or Sub-Category, browse and click through the Library Structure on the left.
Making Use of Library Content
Once you find the Answer you are looking for, click the icon on the Library Entry to copy the Answer text to your clipboard. The Answer can then be pasted outside of Loopio into an email thread, internal conversation, or a client's document.
Library Users are also able to access the Library via a mobile-friendly web-app, which has been designed to make Library navigation and searching easier and more intuitive to access to Answers on the go.
If Library Users is not currently enabled on your account, please reach out to your Customer Success Manager for more information.