OpenGlob Briefs Training and Help

Welcome to the official training guide for OpenGlob Briefs. This guide covers how to generate, edit, and share structured documents rapidly.

---

1. Getting Started: Creating a Brief

To begin, ensure you are signed in with your OpenGlob account. From your dashboard, you have three ways to create a new Brief:

1. Blank Template: Start from scratch and write manually in our distraction-free editor.
2. Upload Document: Drag and drop a file (.txt, .md, doc, docx, or .pdf). The AI will read the document and automatically extract the key insights into a structured brief.
3. Paste Text: Paste raw meeting notes, scattered thoughts, or raw text directly into the input box. Click "Structure Brief" to let the AI process it.

---

2. The Editor Experience

The Briefs editor is built around a rigid, professional structure to prevent rambling and ensure clarity.

Every brief contains:
* Title: The name of the brief.
* What is this?: An explanation of the core concept.
* Why does it matter?: The impact and reasoning.
* How does it work?: The mechanics or implementation.
* Key Takeaways: A bulleted list of actionable points.

Saving and Syncing

As you type, your work is saved locally to your device immediately. You will see a status indicator noting "Saved to this device".

To access your brief on other devices or to share it, you must click the Save to Cloud button in the top right corner.

---

3. Sharing Your Brief

Once a Brief is saved to the OpenGlob Cloud, it can be shared with anyone.

1. Open the Brief in your editor.
2. Ensure the sync status reads Saved to OpenGlob.
3. Click the Copy Link button.

Anyone with this link will view the Brief in a clean, read-only presentation format. They do not need an OpenGlob account to view a shared link.

---

4. Managing Your Briefs

Your dashboard displays all your active Briefs. You can toggle between a List View and a Grid View using the icons on the right side of the section header.

Modifying Briefs

Click the More Options (three dots) menu next to any brief to access management tools:
* Copy Link: Quickly copy the shareable link without opening the editor.
* Rename: Change the title of the brief instantly.
* Delete: Permanently remove the brief from your OpenGlob account. Note: Deleting a brief frees up space in your total storage limit.

Tracking Capacity

If you hit your AI Daily Limit, Manual Daily Limit, or total Storage Capacity, you will receive an on-screen notification. If your storage is full, simply delete older, unneeded briefs to continue creating new ones.