Understand Brand Portal

Transcript

Let’s go ahead and take a look at the Brand Portal. I’m going to click right here on this little button. This will take me into the Brand Portal. Click on it and you will open up a new window. Once it loads up, this is where the users are going to have the ability to search. They can view, they can download, they can share. They cannot upload assets here. Brand Portal users don’t get that option. Any assets that are published to the Brand Portal from the dam are going to show up here. If we publish it, it can show up here in our Brand Portal. This page can be customized. We talked about that in a different class. If you want to scroll down, you can see some of the information or the way we have the setup. You can scroll through the assets here. This is a carousel. You can click here to explore some of this information. We have some ebooks. This is just a text box we put there. This is basically what the Brand Portal is going to look like. I am not going to show you everything about the Brand Portal or the Workfront dam right now in this course. I do encourage you to explore your own. Classes are going to be available for dam users and Brand Portal users in the future. Also know that there are multiple ways of doing something here within the Workfront dam. I am going to show you some of the key things.

Let’s move into Chapter 3 of the manual. If you want to follow along with me, go ahead and jump into Chapter 3. We are going to be starting on page 16. I encourage you to follow along. We are going to first talk about how we can create some of our different assets here within the tool. In Chapter 3 we are going to talk about users and groups. Assets and folders. How we create these and how we can use some of the settings within them. Let’s first start with creating a folder. Before you start creating, we want to plan out our folder structure. Keep permissions in mind. Who needs access to what. Keep that in mind. We are going to create folders before we create any of the users or any group information. I am going to go right to my home. If we want to create any type of folder, we can click here where it says assets. It will bring up all of our assets. Here is all of our folders. There is a plus sign to create a new folder. We are going to click on that and it will ask us to give it a name. We can call it whatever we want to. Let’s call this one, maybe we don’t have something called logos. We can click on advanced options to show more information. This is where we can review and modify the folder preferences. Like if there is an event date or if you want this password protected. You can see here some specific preferences like watermarking, allow emailing of an asset, allow sharing, and download information. Now just figure out what you want. Something we don’t recommend is not downloading an email. Send download requests to. You can turn that one off if you really want to. Enable download requests. You can receive notifications of downloads depending on what you want to do. Here you are also going to say apply. We will get into this later where it says apply metadata template. This is something we will talk about in our metadata and keywords class. We will get there, just not for today. Once we are done we will click save and you will see we created a folder. When we select the folder, it will open up our folder details. You can see the green dot means it is an active folder.

If you want to edit the folder you can click right there to edit it. If you want to watch it or view the folder you can click that. With the folder, if we double click into the folder, we can see there is another button right here where you can create a nested folder.

We can give it logos and under logos we will have headshots. Under advanced options you can see some of the same advanced options. One thing we do recommend to turn on is the inherit parent permissions. When you have that turned on, anything shared with at the parent folder will follow down into these nested folders.

Let’s hit cancel. If you want to backtrack, you can backtrack right here.

There are some additional things we can do here with our folders. If we were to select a folder, you can click right here to edit the information. You can see here that there is edit, you can publish or unpublish this. There are some permissions if you want to active or deactive, if you want to create a new nested folder or delete it. You can do that from right here.

Double clicking in the folder will allow us to see some folder options. You can also right click on a folder. There is also an edit button so you can see some of the same information we could do before within this folder.

Let me go into an individual asset. I want to show you some information we can do here on an asset. When we select or hover over it, we will be given a little edit option. You will see lots of different information. If you want to rename it, publish it, duplicate it, delete it. There is also an option that says edit expiration. We can set an expiration date on an asset.

If you have assets that should not be used after a certain point in time, you will set this expiration date. They can be viewed in either the Workfront Dam or the Brand Portal after they have expired unless you are an admin. Only an admin will be able to see that. We can set expirations here. Let’s take a look at some of the other things we can do. If you want to add some additional notes, it is an optional thing. Hit cancel. If you want to recreate a thumbnail, replace, there is an upload a new version option. You can add it as a folder favorite. If you want to rotate, activate it or deactivate it, this document can. Always look for the pencil to edit some of the information as it pertains to the documents or to the assets.