How to create different assets from the All folder?

Introduction:

In this comprehensive guide, we will walk you through the enhanced functionality of the create button for all folders, allowing users to seamlessly generate various asset types within the All folder. This enhancement provides a user-friendly and efficient approach to asset management. Let's dive into the step-by-step process.

Navigate to Asset Management Setup:
Start by accessing the setup menu, and within setup, navigate to asset management.

Access the All Folder:

Navigate to the All folder within your asset management interface. Observe the new addition: a create button is now available here.

Click on Create Button:

Click on the Create button in the All folder. A dropdown menu will appear, presenting various templates available in the Asset Management section. Choose a template from the dropdown menu. Each template represents a different asset type, providing users with a versatile array of options. For selected templates, explore internal enhancements such as input questionnaires. Customize your asset creation process based on specific requirements.

Cancel Option:
You can cancel the process by clicking on the cancel option. 

• Related Articles

• How do I select and send multiple assets from the asset search page?

  This feature allows the User to select multiple assets across different tabs of asset search page and send them together in single email. Note: A User cannot select Email templates, Questionnaire (Input) templates and Database / Opportunity based ...

• How to create a Solution Management?

  Feature: The Solution Management feature is designed to facilitate the sharing of solutions among various vendors within the company. This functionality supports many-to-many interactions between Solution Providers and different Vendors within the ...

• How do I setup 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 ...

• How do I create assets in Salesforce?

  Login to Salesforce then click on your application launcher. Choose MM Assets (we recommend adding this to your default navigation). Click "Customize" on an asset template similar to the asset you would like to create. Name your asset then click ...

• For Channel and CorePRM Programs: How to create a co-branded asset and give partners access

  It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. This article will cover how an admin in a channel program can setup an asset with ...