How do I setup asset configuration tabs and categories?
How do I set up asset configuration tabs
To set up this configuration, go to Setup > Asset Management > Asset Configuration
Elements of Asset Configuration
Permissions - Configure who can see this folder. For example, show to all or show to specific user groups
Delete - Remove this folder from the asset configuration
Cases - If cases are enabled, configure case management
Move - Change order of folders
Sub Folder - Add Sub folder to this folder
Editing Asset Folders
To create a new folder, select Add New Folder
To edit an existing folder, click on the edit icon.
The folder editor will open. Here you will title the folder and select the content parameters.
Configured Asset Types
Select the asset type that should appear in the folder. This asset type is based on how the content is created in the portal. For example, Web refers to landing pages and Personalized Documents are print templates.
Add Filters to your Tabs
You can associate filters/filter categories with each tab to further filter your assets.To include the appropriate assets in this tab, ensure the correct filter is applied as shown below. Type in as many filters that you would like to use to sort assets into this tab.
When toggled to OR assets with any of the filters selected will populate in the folder
When toggles to AND assets with all of the filters selected will populate in the folder
Add Icon or Image
Browse the icon gallery or upload a thumbnail to the folder.
Recommendations Thumbnail image dimensions: 250px x 132px File Type: .jpg or .png
When all changes are complete, select “Save” or “Add”
Publish the New Configuration
Once all changes have been made to each folder, the configuration can be saved.
Save and Publish - this layout will be available to all users
Save as Draft - this layout will be available only through the admin configuration page & not visible until published
Below are examples of common folders created & the associated configuration.
Folder Name: Case Studies
Configured Asset Type:
Documents
Videos
Filter: Case Studies
Folder Name: Emails
Configured Asset Type:
Email
Folder Name: Co-branded Content
Configured Asset Type:
Personalized Documents
Web
Emails
Personalized Videos
Filter:
Co-branded
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