What's in Documents Library Management
Introduction
Administrators manage and distribute marketing, sales, and training assets to partners via the Content Library, ensuring partners have essential resources to effectively sell and market products.
Library Settings
Administrators manage Library Settings to control how content is presented and utilized by partners within the UPM Content Library, tailoring the partner experience.
List View and Thumb View
Partners and admins use Content Listings to view and manage content, configuring visibility to ensure materials are available to specific partner types and tiers.
Visibility Configuration
Admins use Visibility Configuration to control which partners access specific content library documents based on geographic, linguistic, or group criteria, ensuring relevancy.
Filter Panel
Administrators and partners use the Filter Panel to efficiently locate specific content in UPM's Content Library; always apply filters to see results.
Previewing Content
Administrators preview content like documents, videos, and images within UPM to ensure accuracy and proper formatting before publishing them to partners.
View Content Details
Administrators and partners use Content Details to review metadata, assignments, and related content for content listings, ensuring assets are configured and distributed correctly.
Add/Edit Content
Administrators manage and publish diverse content to the UPM partner portal, ensuring partner access to current marketing materials and controlling content versions.
Sharing the Content
Partners and administrators share vendor-approved marketing and sales content directly with prospects using UPM's 'Share Document' feature, ensuring accurate information delivery.
Manage Categories
Administrators manage content categories to organize assets for partners, ensuring content is discoverable and structured.