Library

Library keeps everything your team works from in one place: your own and your team’s files, the pages Goliath builds for you, templates, contracts, forms, direct mail, lookup tables, and every upload, download and conversation record. Open Library from the main sidebar.

Library’s sections

Hover Library in the main sidebar to see its sections, or open the Library menu at the top left of any Library page to jump to one. That menu has a Go to… filter: type part of a section’s name and press Enter.

Group	Section	What it holds
Files	Files	My files and Team files: folders, documents, spreadsheets and anything you upload.
Files	Live pages	Reports and dashboards Goliath built for you from your data.
Library	Templates	Text, email, note, task and task set templates.
Library	Contracts	Contract templates built from your PDFs, and the contracts sent from them.
Library	Forms	Lead intake forms and their submissions.
Library	Direct mail	Letters your workflows mailed, and where each one is now.
Library	Lookup tables	Values a workflow looks up per contact or market. Organization admins only.
Data	Uploads	Every list you imported, and what it came to.
Data	Downloads	Every export, ready to download again.
Data	Records	Photos, documents, calls and voicemails from your conversations.

The Library home page

From top to bottom, Library’s home page shows:

• Search Library: one search over everything in Library. Press / anywhere in Library to jump to it.
• New: start something new (below).
• A Needs you line, only when something waits on you: a contract waiting for your signature, an upload to finish, or a letter that didn’t send. Select Open to deal with it.
• Favorites: anything you starred, when you have starred something.
• Browse: one card per section, with how many items it holds. Select a card to open the section.
• Jump back in: what you and your team opened or changed last. View all opens the full list by day, which you can narrow by kind and to Mine or Team.

Start something with New

Group	Choice	What happens
Bring in	Upload data	Opens the import for contacts or properties from a spreadsheet. See Uploads.
Bring in	Upload files	Uploads files from your computer into My files.
Make	Template	A text, email, note, task or task set template. See Templates.
Make	Contract	Opens Contracts, where you build a contract template.
Make	Form	Opens Forms, where you build a lead intake form.
Make	Lookup table	Opens Lookup tables (organization admins).
Make	Document, Spreadsheet, Folder	Created in My files.
Goliath builds it	Live page	Asks Goliath for a report or summary from your data. See Live pages.
Goliath builds it	Direct mail campaign	Asks Goliath to set up a letter campaign and the workflow that sends it.
Goliath builds it	Something else	Opens Ask Goliath so you can describe what you need.

Where the old pages went

These pages moved into Library. A saved link to the old Files page or to Content Templates opens its Library section.

Before	Now
Files (uploads and downloads)	Library → Uploads and Library → Downloads
Automations → Content Templates	Library → Templates
Automations → Forms	Library → Forms
Automations → Tables	Library → Lookup tables
Automations → Letters	Library → Direct mail