Manage assets 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.
Figure: Options available in the toolbar for a selected image.
You can select the assets that display in the search results and do the following actions:
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You can view the same options on assets thumbnails.
Assets Essentials displays only the relevant options in the toolbar that depend on the type of the selected asset.
Figure: Options available in the toolbar for a selected folder.
Figure: Options available in the toolbar for a selected PDF file.
Download and distribute assets download
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 versions-of-assets
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:
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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.
Figure: When uploading an asset named the same as an existing asset, you can create a version of the asset.
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Edit an image and click Save as Version. See edit images.
Figure: Save edited image as a version.
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Open the versions of an existing asset. Click New Version and upload a newer version of the asset in the repository.
View versions of an asset view-versions
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
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.
Figure: View versions of an asset, revert to a previous version, or upload another new version.
Manage asset status manage-asset-status
Permissions required: Can Edit, Owner, or administrator permissions on an asset.
Assets Essentials allows you to set status on assets available in the repository. Set an asset status to better govern and manage downstream consumption of digital assets.
You can set the following status on assets:
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Approved
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Rejected
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No Status
Set asset status set-asset-status
To set asset status:
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Select the asset, and click Details in the toolbar.
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In the Basic tab, select the asset status from the Status dropdown list. The possible values include Approved, Rejected, and No Status (default).
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Set asset expiration date set-asset-expiration-date
Assets Essentials also allows you to set expiration date on assets available in the repository. You can then filter the search results based on an Expired asset status. In addition, you can specify an expiration date range for assets to further filter your search results.
To set asset expiration date:
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Select the asset, and click Details in the toolbar.
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In the Basic tab, set the expiration date for the asset using the Expiration date field.
The Expired asset card indicator overrides the Approved or Rejected indicator set for an asset.
You can also filter assets based on an asset status, for more information, see Search assets in Assets Essentials.
Customize metadata forms to include asset status field customize-asset-status-metadata-form
Permissions required: Administrator
Assets Essentials provides many standard metadata fields by default. Organizations have additional metadata needs and need more metadata fields to add business-specific metadata. Metadata forms let businesses add custom metadata fields to an asset’s Details page. The business-specific metadata improves the governance and discovery of its assets.
For more information on how to add additional metadata fields to the metadata form, see Metadata Forms.
Add Asset Status metadata field to the form
To add Asset Status metadata field to the form, drag Asset Status component from the left rail to the form. The mapping property gets pre-populated automatically. Save the form to confirm the changes.
Add Expiration Date metadata field to the form
To add Expiration Date metadata field to the form, drag Date component from the left rail to the form. Specify Expiration Date as the label and pur:expirationDate as the mapping property. Save the form to confirm the changes.
Next Steps next-steps
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Provide product feedback using the Feedback option available on the Assets Essentials user interface
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Provide documentation feedback using Edit this page
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Contact Customer Care