How do I configure the view assets page?

How do I configure the view assets page?

Idea
You can customize the appearance of categories that appear on your view assets page by clicking on "Asset Configuration" under the Setup section in your account.

Notes
You will need permission to personalize search criteria in Mindmatrix in order for these changes to go into effect.

To change the appearance of categories, go to Setup > Asset Management > Asset Configuration.

On the Asset Configuration page, click on the Asset Search Configuration option.

Here, you can setup new categories or add new categories. 

Select a tab you wish to personalize.

In this example, we've selected the "Email" tab. You can personalize the appearance of this tab in the search section, by clicking on the Thumbnail or Icon options.

If you select a thumbnail, you can upload a new image. (Ideally with dimensions as 

If you select Icon, you can select an icon that should be associated with the category from the drop down menu. A preview of the icon selected will appear on the right-hand side.

After you select an icon or image, click Save and a confirmation message will appear.


Finally, navigate to the view assets section to review your update:

Here, you can see the Email icon is updated.


A new option has been added to the Assets Library page (installurl/#asset-overview) that allows users to copy asset links without needing to open the asset first. This feature provides a quick way to share PDF, image, or video links.


Supported Asset Types

  1. Documents:

    • Only PDF files include a Copy Link option. Other document types (e.g., PowerPoint, Word) do not have this feature.

  2. Images:

    • All images display a Copy Link option.

  3. Videos:

    • Both MP4 videos and embedded-link videos (e.g., YouTube, Vimeo) support the Copy Link option.






By offering a Copy Link feature for these asset types, sharing content has become faster and more convenient for all users.


You can customize the Filters dropdown settings on the Assets Library page to meet specific organizational requirements. This ensures users can quickly locate and view relevant assets based on predefined filter conditions.


Steps to Configure the Filters Dropdown

  1. Navigate to Asset Configuration
    Go to setup > assets > configuration/v5.

    • Click on the Settings tab.

  1. Update the Default Filter Condition

    • Locate the Default Filter Condition setting.

    • Adjust these settings based on your requirements (e.g., filter by asset type, asset owner, etc.).

  1. Save the Configuration

    • Click the X (close icon) to exit Settings.

    • Click Save the Configuration to apply changes.


Once saved, the changes will be reflected on the Asset Library page.



Result:
Your chosen default filter condition will now appear in the Filters dropdown on the Asset Library page, streamlining how users browse and locate assets.



InfoA new enhancement has been introduced to the View Assets page that allows users to add and send multiple assets through a Dataroom template, streamlining asset sharing workflows.


How It Works:

Asset Selection and Template Addition:

  1. On the View Assets page, select multiple assets using checkboxes

  2. Once assets are selected, the Add to Dataroom Template option appears

  3. Choose the desired Dataroom template from available options

  4. Selected assets are automatically added to the chosen Dataroom template


Contact Selection and Sending: 

5. In the final step, select the target contact or contact list 

6. Send the populated Dataroom to the selected recipients 

7. Recipients receive access to all selected assets through the Dataroom interface


Benefits:

  • Workflow Efficiency: Streamlines the process of grouping and sharing multiple assets

  • Time Savings: Eliminates need to add assets individually to Datarooms

  • Bulk Operations: Handle multiple assets simultaneously for faster distribution

  • Organized Sharing: Maintain professional presentation through Dataroom templates


Use Cases:

  • Sales Presentations: Quickly compile product information, case studies, and marketing materials

  • Partner Onboarding: Share multiple training documents and resources efficiently

  • Campaign Materials: Distribute complete campaign asset packages to partners or customers

  • Documentation Sharing: Send comprehensive document sets for projects or compliance


Workflow Improvements:

  • Reduced Steps: Fewer clicks required to share multiple assets

  • Better Organization: Dataroom templates provide structured asset presentation

  • Professional Distribution: Maintains consistent branding and organization standards


Conclusion:

This enhancement significantly improves asset sharing efficiency by enabling bulk addition of assets to Dataroom templates directly from the View Assets page. Users can now quickly compile, organize, and distribute multiple assets through professional Dataroom presentations, reducing manual effort while maintaining high-quality asset sharing standards.


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