

To set up this configuration, go to Setup > Asset Management > 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.
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.
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
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”
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:
Folder Name: Co-branded Content
Configured Asset Type:
Personalized Documents
Web
Emails
Personalized Videos
Filter:
Co-branded

A new option has been introduced on the Asset Configuration page that allows Super Admin users to manually add or remove assets from existing folders. This feature provides greater flexibility in managing folder contents beyond the initial folder setup, enabling administrators to fine-tune which assets appear in specific folders without needing to recreate or reconfigure the entire folder structure. This capability is particularly useful when you need to include specific assets that may not match the original folder’s filter or category criteria, or when you need to remove assets that are no longer relevant to a particular folder grouping.

Note: This feature is not enabled by default. To activate it for your portal, please submit a request to support@mindmatrix.net.

Manual Asset Management: Administrators can manually add assets that are not currently part of a folder, or remove assets that are already associated with a folder.
Provides flexibility to customize folder contents beyond the original filter or category-based setup.
Two-Section Panel: The Add/Remove Assets panel is divided into two clear sections, Not Added and Added, making it easy to identify which assets are currently included or excluded from the folder.
Automatic Filter Inheritance: When assets are manually added to a folder that uses filter-based or category-based configurations, the system automatically applies the appropriate filters to the newly added assets.
This ensures consistency and eliminates the need for manual filter assignment after adding assets.
Super Admin Access Only: This feature is restricted to Super Admin users, ensuring that folder structure and asset organization remain under controlled, authorized management.
How It Works
Once the feature has been enabled for your portal, follow these steps to add or remove assets from an existing folder:
Navigate to the Asset Configuration page (Setup > Asset Configuration).
Hover over the folder where you want to add or remove assets.
Click the “Add/Remove Assets” button that appears on the folder.
A panel will appear displaying asset-type folders based on how the folder was originally configured.
The panel is organized into two sections:
Not Added – Displays all assets that are not currently part of the selected folder.
Select the desired assets from this section and add them to the folder.
Once added, the changes will be immediately reflected under View Assets.
Added – Displays all assets that are currently associated with the selected folder.
Select assets from this section to remove them from the folder.
Behavior Based on Folder Configuration
When assets are manually added to a folder, the system automatically handles filter and category assignments based on how the folder was originally configured. This ensures that newly added assets remain consistent with the folder’s existing structure.
Filter-Based Folder Setup
If the folder was originally configured using filter associations, any assets added manually will automatically inherit the filters associated with that folder. This means you do not need to manually assign filters to newly added assets — the system handles it seamlessly to maintain folder consistency.
Category-Based Folder Setup
If the folder was originally configured using categories, selecting and adding assets will automatically apply the filters associated with the selected category. This ensures that category-based organization and filtering remain intact even when assets are added manually.

Greater Flexibility: Easily manage folder contents without recreating or reconfiguring entire folder structures.
Time Savings: Quickly add or remove assets with a few clicks, reducing the manual effort required to maintain organized asset folders.
Automatic Consistency: The system ensures that all manually added assets inherit the correct filters or categories, maintaining data integrity across your asset library.
Controlled Access: Restricted to Super Admin users, ensuring that changes to folder contents are authorized and managed appropriately.

The Add/Remove Assets feature on the Asset Configuration page provides administrators with a streamlined way to manage folder contents after initial setup. Whether you need to include additional assets that fall outside the original filter or category criteria, or remove assets that are no longer relevant, this feature simplifies the process while maintaining organizational consistency.
By automatically applying the appropriate filters and categories to manually added assets, the system ensures that your asset library remains well-organized and easy to navigate for all portal users.