Adding and Managing Collateral

Updated Apr 4, 2026 Sample Library

Owners and managers can add collateral items to the workspace. Collateral is managed separately from samples but follows a similar workflow.

Adding a collateral item

  1. Go to Collateral in the sidebar.
  2. Click Add Collateral.
  3. Enter the item title and description.
  4. Assign it to a collateral category.
  5. Upload an image if needed.
  6. Save.

Managing collateral categories

Collateral has its own category system, separate from sample categories. Create categories that match how your team thinks about marketing materials (e.g., “Brochures”, “Spec Sheets”, “Case Studies”).

Searching and filtering

The collateral listing page supports search, category filtering, pagination, and bulk actions, just like the sample library.

Bulk actions

Select multiple collateral items using the checkboxes to perform bulk operations like category assignment or deletion.

Pairing Sample Kits with Letter Templates Understanding Collateral