How do I set up asset configuration tabs and categories?

How do I set up asset configuration tabs and categories?

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
Asset Configuration will set up the search features in Assets > View Assets page.

How do I set up asset configuration tabs?

1. Navigate to the assets library by selecting Assets > View Assets and then select "All Files" on the page that loads


2. These tabs are the asset tabs shown here along with favorites, recently used, and recommended.


To set up this configuration, go to Setup > Asset Management > Asset Search Configuration



Go to the tab Asset Search Configuration 



Under each tab check the box according to the tab category you create. Below are the standard tabs we create for you upon setup. You will want to check the folder that includes the type of assets for the given tab name.


In this example, you can see Personalized Documents and Documents has been selected as the Asset Type for the PDF tab.

For example,

Tab: PDF
Check Asset Type(s):
Documents
Personalized Documents

Tab: Emails
Check Asset Type(s):
Email

Tab: Videos
Check Asset Type(s):
Video

Tab: Presentations
Check Asset Type(s):
Presentations

Now you can select “Personalized Video” in the Asset type folder to show the videos on the ‘View Assets’ page.



Add Filters to your Tabs

Additionally, you can associate filters 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.

How do I add a thumbnail or icon?

Select the thumbnail or icon radio buttons, and you will be shown your image library.  You can add to this by uploading new images or selecting an image and clicking the plus button.
You can also add an icon such as a profile avatar or social media.



How do I set up filter categories?

Filter categories create the filter folders on the left hand side of the View Assets page. A set of filter categories are created by default upon setup but these can be customized to your needs during your asset audit call with your consultant.


To include assets in any of these categories or tabs, be sure the appropriate asset has the correct filters applied! Use your asset spreadsheet to identify categories and the various filters to apply to each category.  See below for example categories and all the filters you identified and tagged for each category on your asset audit organizer. 

Example Categories: (the bullet points are the various filters you will want to add to the category)
  1. Sales Stages 
    1. Presales
    2. Discovery
    3. Demo
    4. Post-Demo
    5. Close
  2. Asset Types 
    1. Brochure
    2. Whitepaper
    3. Email
    4. Presentation
    5. Onboarding
    6. Training
    7. Video 
  3. Verticals 
    1. Manufacturing
    2. High-Tech
    3. Franchise
    4. Services
    5. MSP-Hightech
  4. Personas 
    1. CEO
    2. Sales 
    3. Marketing


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