Library: every deliverable in one place
Every report, plan, proposal and invoice your Experts make, filed in one place to read, edit, approve, download or share by link.
The Library keeps the documents your Experts deliver. When an Expert finishes a written piece in Chat, it lands here as a draft. Every document is versioned, and the Expert’s original is always v1.
Open a document to read it, edit it, look back through its history, download it or print it as a PDF. Nothing is public until you switch on its Public link.
Why it helps
- You find any past deliverable in seconds by its title or number, instead of scrolling back through old chats.
- Every edit saves as a new version, so you can always see what the Expert first wrote.
- One switch turns a document into a link you can send a client, and the same switch takes it back.
How to use it
- Open Team → Library. Use the tabs, such as All, Needs you, Drafts and Approved, and search by title or number. Narrow it with All types and Made by anyone.
- Open a document. Pick one from the list to read it. The top shows its status, its version and which Expert drafted it, with the brief it came from.
- Edit and save a new version. Choose Edit, change the text or use Load from a file, then save. The button names the next version, such as Save as v2. History shows every earlier one.
- Move it along. Choose Submit for review on a draft, then Approve when it is right. An invoice or proposal gets its number when the owner approves it.
- Copy, download or print. Use the buttons at the top right: Copy the text, Download as Markdown (.md), or Print or save as PDF.
- Share it by link. Turn on Public link, then choose Copy link to send it. QR code makes a code for the same link. Anyone with the link can read it until you switch it off.
Make the most of it
- Set Made by to one Expert to see everything they have delivered, such as all of Pulse’s reports in one list.
- Fill in Invoice settings once (legal name, address, tax id, payment details and terms) and every invoice and proposal prints them.
- Drop a .md or .txt file onto the editor to replace the text with your own version, then read it through and save it as the next version.
- Switch a public link off when a client is done with it: the document goes back to being visible to your team only.
Hand it over in one click
- Get that proposal drafted from my bullet points — Aria
- Find out what my AI team actually did this week — Pulse
Questions
Who can see my Library?
Your team. A document is public only while its Public link is on. Penny’s reports come from your books, so they stay with the owner.
Can a teammate approve or share an invoice?
No. Approving, sending, voiding or sharing an invoice or proposal is the owner’s call, and those buttons are greyed out for teammates.
Does every chat reply end up here?
Longer written work does, as a draft. Email campaigns, social posts, ad drafts and SEO plans have their own pages and go through Approvals; very short replies stay in the chat.
Can I get a deleted document back?
No. Deleting cannot be undone, so the app asks you to confirm first.