Manage assets

You can do various digital asset management (DAM) tasks easily using the user-friendly interface of Assets Essentials. After you’ve added the assets, you can search, download, move, copy, rename, delete, update, and edit your assets.

Use Assets Essentials to accomplish the following asset management tasks. When you select an asset, the following options display in the toolbar at the top.

Toolbar options when you select an asset

Figure: Options available in the toolbar for a selected image.

  • deselect icon Deselect the selection.
  • details icon Click to preview an asset and view the detailed metadata. When previewing, you can view the versions and edit an image.
  • download icon Download the selected asset to your local file system.
  • delete icon Delete the selected asset or folder.
  • checkout icon Checkout the selected asset.
  • copy icon Copy the selected file or folder.
  • move icon Move the selected asset or folder to a different location in the repository hierarchy.
  • rename icon Rename the selected asset or folder. Use a unique name otherwise renaming fails with a warning. You can try again with a new name.
  • assign task icon Assign tasks to other users to collaborate on an asset.

You can view the same options on assets thumbnails.

Options on asset thumbnail to manage an asset

Assets Essentials displays only the relevant options in the toolbar that depend on the type of the selected asset.

Toolbar options when you select an asset

Figure: Options available in the toolbar for a selected folder.

Toolbar options when you select an asset

Figure: Options available in the toolbar for a selected PDF file.

Download and distribute assets

You can select one or more assets or folders or a combination of both, and download the selection to your local file system. You can edit the assets and upload again or distribute the assets outside Assets Essentials. Also, you can download the renditions of an asset.

Asset versioning

Assets Essentials versions the assets when the assets are uploaded again that is updated or are edited. You can view version history, past versions, and can restore a past version of assets as the latest version, that is reverted to a previous version if needed. Asset versions are created in the following scenarios:

  • Upload a new asset with the same filename as an existing asset and in the same folder as the existing asset. Assets Essentials prompts to either overwrite the previous asset or save the new asset as a version. See upload duplicate assets.

    Create versions when uploading

    Figure: When uploading an asset named the same as an existing asset, you can create a version of the asset.

  • Edit an image and click Save as Version. See edit images.

    Save edited image as a version

    Figure: Save edited image as a version.

  • Open the versions of an existing asset. Click New Version and upload a newer version of the asset in the repository.

    Option to upload a new version of an asset from the version history

View versions of an asset

When uploading a duplicate copy or a modified copy of an asset, you can create its versions. Versioning lets you review historical assets and revert to a previous version if needed.

To view versions, open an asset’s preview and click Versions Versions icon from the right sidebar. To preview a specific version, select it. To revert to it, click Make Latest.

You can also create versions from the versions timeline. Select the latest version, click New Version, and upload a new copy of the asset from your local file system.

View versions of an asset

Figure: View versions of an asset, revert to a previous version, or upload another new version.

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