Work with Business Documents on the Assets Page
You can view, edit, and manage your business documents in many ways on the Assets page.
When you right-click or select a business document you can perform the following actions. Depending on the size of the window, you might need to click More to see some of the options.
Task | Description |
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View the asset | To view the asset in a slide-out panel without leaving the Assets page, click the asset name, choose View in the right-click menu, or click in the actions bar.
To view the asset in a new tab, press Ctrl and click the asset name. When the asset is open you can also see how the content will look with the different layouts associated with the asset type, and access the editor. |
Edit the asset | To edit the media file, choose Edit Media from the right-click menu or the menu.
To edit the attributes, including the name or description, choose Edit Attributes from the right-click menu or the menu. |
Upload a new version | To add a new version of the asset, choose Upload New Version in the right-click menu or click in the actions bar.
If you upload a file with a different name or extension, the new version will keep the original name and update the extension as appropriate. For example, if you're uploading a new version for a file named "contacts.txt", and the file you upload is named "contact_info.csv", the new version will be named "contacts.csv" (keeping the original name of "contacts", but updating the extension appropriately to ".csv"). |
Download assets | To download a digital asset to your computer, choose Download in the right-click menu or click in the actions bar or on the asset tile.
You can download only business documents, not content items. |
Copy the asset | To copy the asset to another repository, choose Copy To in the right-click menu or click in the actions bar, select the repository you want to copy the asset to, then click Copy. You must have the Manager role on the target repository. You can select more than one asset to copy at the same time. Only the current version of each asset will be copied.
Repository managers can also copy assets from one repository collection to another. |
Check for linked file updates | If the asset was added from Documents, you can check if there are updates to the linked Documents file and update the asset to the latest version of the Documents file. Choose Check for Updates in the right-click menu or click in the actions bar. If the linked file has been updated in Documents, click Update to update the asset with the changes. To preview the current version of the asset or the updated version from Documents, click next to the version you want to preview. To exclude a file from being updated, click next to the file. |
Lock or unlock the asset | To lock the asset so other users can't edit it, choose Lock Assets from the right-click menu or the Lock menu. If the asset has already been locked by you, you can unlock the asset by clicking Unlock Assets. |
Move the asset through review | If the asset requires review, you have different options depending on how the repository is configured:
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Find similarly categorized assets | If the asset has been categorized, find assets that are assigned to similar categories as the selected asset, by choosing Find Categorized Similarly in the right-click menu or the Find menu. |
Convert assets to a custom asset type | If you have assets that use an out-of-the-box digital asset type (Image, Video, or File), you can convert them to a custom digital asset type. Choose Convert Type in the right-click menu or the Convert menu. |
Assign categories to the asset | If a taxonomy is associated with the repository you're viewing, you can assign categories to the asset by choosing Categories in the right-click menu, the Sidebar menu, or the drop-down menu in the sidebar (click ). Categories provide a hierarchical organization that maps to your business structure and allows users to drill-down to find what they need. |
Assign tags and collections | To assign tags and collections to the asset, choose Tags and Collections in the right-click menu, the Sidebar menu, or the drop-down menu in the sidebar (click ). |
View the asset's properties | To view the asset's properties, choose Properties from the right-click menu, the Sidebar menu, or the drop-down menu in the sidebar (click ). The properties include read-only information such as when the item was created and last updated. |
View the asset history | To view the asset history, view a list of previous versions, or revert to a previous version, click the version number on the asset tile; or choose Properties from the right-click menu, the Sidebar menu, or the drop-down menu in the sidebar (click ); and then click the Activity tab. |
Archive the asset | If the asset isn't used anymore, but you're not ready to permanently delete the asset, you can archive it. To archive the asset from the repository, choose Archive in the right-click menu or click in the actions bar. To view archived assets, on the Assets page, click More Actions in the banner menu, then select Archived Assets. |
Remove the asset | To remove the asset from the repository, choose Delete in the right-click menu or click in the actions bar. You can select more than one asset to delete at the same time. |
View the associated conversation | To create or participate in a conversation associated with the asset, click , then, in the drop-down menu, select Conversation. |
View where the asset is used | To view an inventory of all other assets that reference this asset, click , then, in the drop-down menu, select Inventory. |
Preview a Business Document
To preview the asset in a slide-out panel without leaving the Assets page, choose Preview in the right-click menu or click in the actions bar or on the asset tile.
While previewing the asset, you can perform the following actions:
- To download a digital asset to your computer, click Download.
- To view the asset in full screen mode, click Full Screen.
- To change the magnification of a digital asset, click More Actions, then select a zoom option; or use the zoom controls.
- To close the asset, click Close.
- If a digital asset has a layout associated with the underlying digital asset type, you can view the asset in those layouts by clicking Preview in Layout. You see the digital asset in the default layout for the asset type.
- If there are other layouts or site pages configured for the associated asset type, you can preview them by selecting a layout or site page from the drop-down list.
- By default, the asset is set to fit the browser window. After selecting another layout or site page, you can select different device sizes. You can also create your own device size. After selecting a device size, you can change the orientation by clicking .
- To show the ruler and manually change the device size, click , then move the handles to change the height and width.