ZINFI UPM GuideCo-Branded Assets Management for Partner Portal Administrators

Asset Management

The Co-Branded Asset Management application allows your organization to upload and manage assets in various formats — HTML, HTML5, and PDF — and make them available for sales teams in the channel for marketing and selling to customers. Users can edit and customize available content using co-brandable "zones" that you define and assign to them.

Asset validity is managed via the Publish Date and Expiration Date functionality. Multilingual capabilities allow country teams to enjoy localized content upload and management on a global scale.

Key Features

• Asset Setup & Upload
• Asset Expiration Management
• Asset Access Control with Partner Notifications
• Asset Access Reporting

Asset Approval Management

Using the Co-Branded Asset Management application, your organization can support multiple contributors to a specific asset and configure a multi-level approval flow for asset uploads or updates before publishing assets for channel partner access.

The granular management capabilities also allow your organization to restrict portal admins from uploading or publishing unapproved assets. System alerts can be configured to notify you and the portal admins when an asset is uploaded, accepted, or rejected.

Key Features

• Multi-level Asset Approval Management
• Asset Feedback Management

Accessing Assets

1. Click on Enable from the top navigation menu.
2. Click on Assets in the left menu bar:
   • Click Asset Listings to manage existing assets.
   • Click Manage Categories to manage the categories of the asset library.

View Assets

1. Click on either List View or Thumb View to change the visual arrangement of each asset.
2. List View Representation — A list view displays records for one object at a time, arranged in multiple rows. Users can create custom List Views by applying filters, sorting options, and other criteria.

3. Thumb View Representation — In the thumbnail view, click the three dots (…) on an asset icon to reveal the options: Edit, Visibility Configuration, Delete, and Copy. In the list view, these options are already visible.

4. Click Add to add new assets. A new page will open to upload new assets.
5. Click the Bulk Upload button to reach the Asset Bulk Upload page for uploading assets in bulk.
6. Click Sort By to sort assets by Created On, Modified On, or Asset Name.

7. Click the Filter button to open the Filter pane.

8. Click the cross icon (✕) to close the Filter pane.
9. Choose filter options and then click Apply to display the relevant assets.

10. The search results display only assets that match your filter settings.
11. The asset library has two tabs:

Tab	Description
Assigned to You	Assets created by other users and assigned to you for viewing or editing via the Visibility Configuration tool.
Created by You	Assets you have created in the system, over which you have full control.

12. In the details of each content listing you will find the following elements and buttons:

Element / Button	Description
Thumbnail Image	Shows the thumbnail image of the asset.
Title	The asset title. Clicking it navigates to the asset's detail page.
Created By	Displays the name of the user who created the asset.
Created On	The date this asset was originally uploaded and created.
Modified By	Displays the name of the user who last modified the asset.
Modified On	The date this asset was last edited or modified.
Status	Status of the asset: Draft, Published, or Expired.
Source Type	The type of asset (PDF, HTML, Static Banner, etc.), assigned automatically on upload.
Public URL	The direct shareable link for external access to the published asset.
Edit (button)	Opens the asset settings for editing.
Visibility Configuration (button)	Assigns which country, language, and user type (by User or by Group) can access the asset in read-only or read-write mode.
Delete (button)	Removes the asset from the library.
Manage Zone (button)	Opens the Zone editor to add or modify co-brandable image and text zones.

View Asset Details

1. Click the Name / Title of any asset in the Created by You tab to open its detail page.

2. The top of the page provides the following action buttons:

Button	Description
Edit	Opens the asset to edit co-brandable zones in the editor.
Delete	Removes the asset from the library.
Manage Zone	Opens the zone editor for adding images and text to co-brandable zones.

3. The Asset Information section contains the following fields:

Field	Description
Asset Name	The name of the asset.
Status	Draft — not yet published; Published — visible to partners; Expired — past expiration, visible only to the creator; Archive — archived for future use.
Category	The category the asset belongs to.
Source Type	The file format (PDF, HTML, Static Banner, etc.).
Source File	Attach the source file by clicking Browse.
Thumbnail Path	Upload a thumbnail image to represent this asset in the library listing.
Publish Date	The date the asset is published and made available.
Expiration Date	The date the asset expires and becomes hidden from partners.
Campaign	Selector field to associate this asset with a specific Campaign as a tactic.
Is Manual Thumbnail	Toggle: Yes or No.

Edit an Existing Asset

1. Pick the asset you wish to edit, then either:
   • Click the Edit button directly on the asset listing card, or
   • Click the Title / Name to navigate to the detail page, then click the Edit button there.

2. In the editor page, the same Asset Information fields are available for update: Asset Name, Status, Category, Source Type, Source File, Thumbnail Image, Publish Date, and Expiration Date.

Approving an Asset

1. If you are included in the approval flow for an asset, that asset will appear in the Assigned to You tab.
2. Locate the asset and click its Name / Title to open the detail page.
3. Once inside the detail page, you will see the Approval History related list with available actions:

Action	Description
Approve	Adds notes and approves the asset, pushing it to the next-level approver.
Reject	Adds notes and a rejection reason, and pushes the asset back to the creator for revision.

Adding / Uploading a New Asset

1. On the View Assets page, click Add.

2. The Add/Edit an Asset page opens. Fill in the following fields:

Field	Description
Asset Name	The display name of the asset.
Status	Draft, Published, or Expired.
Publish Date	Date the asset becomes visible to partners.
Expiration Date	Date the asset expires.
Category	The category this asset belongs to.
Source Type	Asset format: PDF, HTML, Static Banner, etc.
Source File	Click Browse (or drag and drop) to upload the asset file.
Thumbnail Image	Upload a thumbnail to represent this asset in the library listing.

3. Click Browse, select the file, and click Open.

4. Once uploaded, the Asset Type is automatically set based on the file format.
5. Click Save to add the asset to the library. You can then click on it to edit the co-brandable zone details.

Visibility Configuration of a Co-Brandable Asset

1. From the View Assets page, click Visibility Configuration on the asset you wish to configure.

2. Before or after editing the asset settings or adding zones, click Visibility Configuration to define which Country, Language, and User/Group can access the asset.
3. In the Visibility Configuration panel, choose Countries and applicable Languages.
4. Use the Assign To section to assign the User Type (by User or by Group) with read-only or read-write permission.

5. Click Save to apply the visibility settings.

Creating / Managing Co-Brandable Zones

1. Click the Name / Title of any asset to navigate to the View Asset page.
2. On the View Asset page, click Manage Zone.

3. Clicking Manage Zone opens the Asset Zones and Properties page.
4. On this page, you can upload a partner Logo, embed Images, and add Text about the organization.
5. Image and Text boxes are available to specify co-brandable zones.

6. Drag and drop the Image or Text box onto the asset canvas to create co-brandable zones.

7. Default Logo for Co-Branding — Enabling the toggle associated with Default Logo Co-Branding allows the admin to designate a specific image zone as the default partner logo location. Only one image zone can be designated as the default logo zone.
8. Click Save to save the defined zones.

9. The Asset Zone Properties panel allows fine-grained configuration of each zone. It contains multiple sub-sections:

a. Edit Image Properties

Property	Description
Horizontal Alignment	Position the image horizontally: Center, Left, or Right.
Position From Left	Left offset of the image in pixels.
Position From Top	Top offset of the image in pixels.
Vertical Alignment	Position the image vertically: Middle, Top, or Bottom.
Width	Image width in pixels.
Height	Image height in pixels.
Apply to Pages	When checked, applies these image properties to all available pages.
Default Partner Logo	Marks this zone as the default partner logo zone.
Description	A brief description of the image zone.

b. Edit Text Properties

Property	Description
Text	The specific text content to embed in this zone.
Font Family	Font selection: Helvetica, Arial, Verdana, Calibri, Cambria, Tahoma, Trebuchet MS, Courier, TimesRoman, Symbol, ZapfDingbats.
Horizontal Alignment	Text alignment: Centre, Left, or Right.
Right to Left	When checked, text is aligned right-to-left.
Vertical Alignment	Text vertical position: Middle, Top, or Bottom.
Position From Left	Left offset of the text zone in pixels.
Position From Top	Top offset of the text zone in pixels.
Font Size	Font size in points.
Italics	When checked, renders text in italic style.
Bold	When checked, renders text in bold style.
Color	Color picker for the text fill color.
Line Spacing	Line spacing in pixels.
Width	Text zone width in pixels.
Height	Text zone height in pixels.
Apply to Pages	When checked, applies text properties to all available pages.
Description	A brief description of the text zone.

Bulk Upload

The Assets Application integrates with the UPM Import Engine to support bulk import of asset content and associated metadata. The import engine accepts asset records in standard .xlsx format, along with a .zip archive containing the content files (PDF) and thumbnail images organized per the category tree.

1. Click Enable from the top menu.
2. Click Assets > Asset Listings in the left menu bar.
3. Click Bulk Upload on the View Assets page to reach the Asset Bulk Upload page, where all bulk upload instances are listed.

View Bulk Uploads

1. The Asset Bulk Uploads list page displays all bulk upload instances. Click on any bulk upload name to review the XLSX file and ZIP archive details, along with the upload status.

Add a Bulk Upload

1. Click Add to create a new bulk upload instance.
2. On the Add/Edit Asset Bulk Upload page, fill in the following fields:

Field	Description
Name	A descriptive name for this bulk upload instance.
Content List	Upload the XLSX file containing document metadata and asset parameters in the prescribed format.
Content Zip	Upload the ZIP archive containing thumbnail images and content files organized by category folder structure.
Status	System-generated status: Pending while processing; Complete when finished.

3. Click Save to submit the bulk upload.

Uploading Bulk Contents — XLSX Format

The prescribed XLSX file uses three sheets:

1. Sheet1 — Category Tree: Defines the category structure using a Bottom-Up Approach: All > Category2 > Category1.

2. Sheet2 — Content Details: Provides metadata for each document, including DocumentId, Name, CategoryName, Thumbnail_Path, SourceFile, Languages, DescriptionText, PublishDate, asset_validity, IsPublished, UrlLink, FileType, and Version.

3. Sheet3 — Asset Zone Properties: Defines zone properties per document, including DocumentId, Type (image/text), X, Y, Height, Width, Alignment, VerticalAlignment, AppliedToPages, Description, FontSize, Color, LineSpacing, Italics, Bold, and FontFamily.

4. Upload the Content List (XLSX) and Content Zip (ZIP archive), then click Save.
5. The status changes to Pending while the system processes the import, then to Complete when finished.

6. Navigate to Asset Library and click the relevant Category to view the newly uploaded assets.
7. Click Manage Zone on any uploaded asset to verify that zone properties were imported correctly.

8. Click Visibility Configuration on any uploaded asset to confirm the configuration was imported as defined in the Excel sheet.

Creating & Editing Categories

1. Click Manage Categories in the left menu bar. The Manage Category page opens, displaying the category tree.

2. Click on any Category Name to access the Category Details page, or click the Edit button to edit that category directly.

Editing an Existing Category

1. Click the Category Name you wish to edit. The Asset Hub Category Information section appears on the right.
2. Click Edit to modify the category fields.

Field	Description
Name	The display name of the category.
Parent Category	Select the parent category. For top-level categories, select All. For sub-categories, select the appropriate existing parent.
Status	Category status: Active, Inactive, or Draft.
Sort Order	Determines the position of this category in the hierarchy tree.
Description	Full description of the category, displayed on the listings page.

Adding a New Category

1. Click the Sublink (…) associated with a specific category to reveal the option to create a new sub-category.
2. The Category Information form opens with the same fields as above. Fill in all required fields.

3. Click Save to create the new category. It will then be available in the category tree for adding content.

View Partner Logo

1. Clicking Partner Logo from the left menu opens the View Partner Logo page, displaying all uploaded logos.
2. The page toolbar provides the following options:

Button / Option	Description
Add	Create a new partner logo entry.
Delete	Deletes the selected logo record(s) from the list.
Create View	Manages the visible columns on this listing page. Select additional fields, choose columns with the Dots selector, remove columns with the orange ✕ button, then save the new view with a name.
Filter	Opens a search popup to locate specific logo records by name or other criteria.
Saved Filters	Lists saved filter configurations. Each saved filter can be edited (update the name) or deleted.

View Logo Details

1. Click the Name / Title of any logo to open its detail page.
2. The View a Partner Logo page displays the following information:

Field	Description
Name	The display name of the logo.
Resolution	Resolution of the uploaded logo: High Resolution or Low Resolution.
Logo	The logo image as uploaded.
Default Auto-Cobrand Logo	Indicates whether this logo is set as the default for partner co-branding.

Add / Edit a Logo

1. To edit an existing logo — click the small pencil icon on the listing row. To add a new logo — click the Add button at the top of the View Partner Logo page.
2. On the Add/Edit Partner Logo page, fill in the following fields:

Field	Description
Name	The display name for this logo.
Resolution	Set to High Resolution or Low Resolution.
Logo	Upload or drag-and-drop the logo image file.
Default Auto-Cobrand Image	Enable the toggle to designate this logo as the default for all partner co-branding. Only one logo in the repository can be set as the default; partner users cannot override this selection.

3. Click Save to save the logo record, or Cancel to discard changes.