Programa

Your Product Library is a central hub where you can store all your frequently used products.

Product Library overview and how to get started

Add products to your library from a Schedule, the Web Clipper, a product URL, an Excel/CSV import, or by creating a custom entry.

How to add products to your Product Library

Find the right product in seconds using your product library's powerful search, sort, and filter tools.

How to search, sort, and filter products in the Product Library

Update product details, images, pricing, and specifications. Keep your library accurate and current.

How to edit a product in your Product Library

Create and manage categories to organize your products logically. Structure your library to match your workflow.

How to organize your Product Library with categories

Link products from your library to project schedules to track product-related work and keep everything connected.

How to add Product Library items to a Schedule

Add products from your library to visual pinboards for client presentations and design development.

How to add Product Library items to your Pinboard

Gail Esterhuyse

Mariana Moraes

Learn how to set up and manage your internal Product Library

Product Library

Create a custom design with text, images, and links

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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