ZINFI UPM Guide

Documents Library Management for Administrators

Previewing Content

Overview

The Content Library is a central repository for all marketing, sales, and technical assets that vendors want to share with their partners. Before making these assets available, it's crucial for administrators to review them to ensure they meet quality standards, are correctly formatted, and contain accurate information. The preview functionality within the Content Library streamlines this review process, allowing for immediate visual inspection without needing to download each file separately.

This capability is essential for maintaining brand consistency and ensuring that partners always have access to the most up-to-date and polished materials. By offering an integrated preview, UPM helps administrators efficiently manage their content, reducing errors and improving the overall partner experience.

Key Features

  • In-platform Content Preview
  • Document Viewer
  • Download & Share
  • Content Link Access

Accessing Content Preview

Click the View button to open the preview panel for the selected content.
Content Listings page with left navigation expanded

Click the View button to open the preview panel for the selected content.

Viewing Content

The Document Preview Panel provides a detailed, full-screen view of a selected content asset from the Content Library, allowing vendors to review its contents before distribution to partners. This panel is crucial for ensuring content accuracy, proper formatting, and alignment with messaging, thereby supporting the partner enablement strategy by facilitating content review. The Content Library supports various asset types, including PDFs, PPTs, videos, and images, and allows for setting visibility rules based on Partner Type, Tier, or Segment, as well as enabling co-branding options for partners. This view also displays key metrics such as the number of views and downloads, offering insights into content engagement.
Document Preview Panel

The Document Preview Panel provides a detailed, full-screen view of a selected content asset from the Content Library, allowing vendors to review its contents before distribution to partners. This panel is crucial for ensuring content accuracy, proper formatting, and alignment with messaging, thereby supporting the partner enablement strategy by facilitating content review. The Content Library supports various asset types, including PDFs, PPTs, videos, and images, and allows for setting visibility rules based on Partner Type, Tier, or Segment, as well as enabling co-branding options for partners. This view also displays key metrics such as the number of views and downloads, offering insights into content engagement.

From the Document Preview Panel, you can download the document or share it with others.

Buttons

ButtonDescription
DownloadDownloads the content item to the user's local device for offline access.
ShareProvides options to share the content item with others, potentially generating a shareable link or sending it via email.

Icons

IconDescription
ViewsIndicates the total number of times this content item has been viewed.
DownloadsIndicates the total number of times this content item has been downloaded.

Frequently asked questions

What is the purpose of the content preview feature?

The content preview feature allows administrators to review content items directly within UPM to verify their appearance, ensure accuracy, and proper formatting before publishing them to partners.

Which types of content can be previewed?

The Content Library supports previewing various asset types, including PDFs, PPTs, videos, and images.

What information is shown in the Document Preview Panel?

The Document Preview Panel displays a full-screen view of the content asset, key metrics like views and downloads, and options to download or share the content.

How do administrators access the content preview?

Administrators access the content preview by navigating to the Content Listings page, expanding the left navigation, and clicking the View button for the desired content item.

Can I download or share content from the preview panel?

Yes, from the Document Preview Panel, you can download the content item to your local device or use the share options to send it to others.