Editing & Managing Content

Update text, images, and sections across your content · 17 articles

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How do I edit a SendSite

How to edit and customize your SendSite using the inline editor.

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How-To

How do I add a new section

Add a new section to your SendSite by choosing from the built-in section types or pulling from your saved library.

How-To

How do I add a section from the content library

Pull a saved section from your personal or company library into a SendSite in a few clicks.

How-To

How to Add Threshold360 Virtual Tours

Embed interactive Threshold360 360-degree virtual tours directly into your SendSites proposals so planners can explore meeting spaces and guest rooms without leaving the page.

How-To

How to Copy Room Blocks and Pricing Tables for Sales Proposals

Reuse complex room blocks and pricing tables from past proposals by saving them to your Company Library and dropping them into any new SendSite.

How-To

How to Create and Manage Folders in SendSites

Organize your library by creating folders, nesting subfolders, and moving assets between them. Works the same way across images, videos, documents, sections, and templates.

How-To

How to Create Slideshows

Build an interactive image gallery inside a SendSite proposal so clients can flip through property photos and venue spaces without the page jumping between slides.

How-To

How to Save a Section in SendSites

Save an individual layout section to your asset library so you can drop it into future proposals. Learn how to save, update, and organize sections into folders.

How-To

How to Save a Template in SendSites

Save a layout as a shared template so your whole team can launch new proposals from the same master blueprint.

How-To

How to Save Drafts in SendSites

Save your in-progress proposal edits as named drafts so you can step away, protect custom layouts, and pick up exactly where you left off.

How-To

How to Use a Content Library for Sales Proposals

Swap in pre-approved content blocks from your Content Library to tailor a proposal to a specific group without leaving the editor.

How-To

How to Use the Image Editor in SendSites

Adjust, crop, and polish proposal photography directly inside SendSites using the built-in Image Editor — no external graphics software required.

How-To

How do I delete a section

Remove a section from your SendSite using the section toolbar. Deletions are permanent, so confirm before you click.

How-To

How do I reorder sections

Reorder sections inside a SendSite using the move controls or by dragging a section into a new position.

How-To

How do I change an image in a SendSite

Replace an image in your SendSite by clicking its section and selecting a new one from the content library.

How-To

How to use the screengrab to add a table

Turn a screenshot of a table into an editable table inside your SendSite using the Insert a Table from a snip tool.

How-To

How do I manage image aspect ratios

Change the aspect ratio of any image in your SendSite and reposition the crop so the photo looks right inside its section.

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