ZINFI UPM GuideContent Library Management for Partner Portal Administrators

Library as the Content Repository

Content is the potent strategy for keeping prospects engaged throughout the sales cycle. Teams can create and manage fresh, compelling collateral, making it accessible and shareable on multiple digital channels. Whether digital assets include e-books, videos, banners, images, or customer stories, the Library provides an online system to manage sharing so your organization and partners have real-time access to this essential content.

Teams can also track material usage and manage the assets' lifecycle in the library. With UPM Library you can store files in fully searchable repositories known as resource categories. Administrators can create multiple libraries, categories, and sub-categories, and then configure user permissions within the library to balance content access with security.

Key Features

• Video Library
• Organized Files and Folders
• Advanced Search and Filters
• Secured Library

Aligning the Sales Process

The UPM Library helps you create an effective sales content directory by streamlining the buyer's purchase journey. By analyzing sales processes, you can align the right content to be delivered, tag assets to the channel lifecycle by type, and show salespeople when specific content becomes useful by sharing assets with specific partners or partner groups.

Through UPM's EDISON reporting, analyze references and insights that allow your organization to design relevant interactions with leads. Differentiate documentation to satisfy the needs of different personas through folders and localize the library by updating the Intended Audience, Content Owner, relevant Technology, Organization, Languages, and Countries where the content will be made available.

Key Features

• Audit the sales content.
• Align Content to Teams.
• Deep customer insights.
• Multilingual support for global sales.

Accessing the Content Library

1. Click on Enable from the top navigation menu.
2. Click on Content Library in the left menu bar:
   • Click Content Listings to view the documents in the library.
   • Click Manage Categories to view and manage the content, categories, and files.

View Contents

1. Click Add to add new content or documents. A new page opens to upload documents and add them to the Content Library.
2. Click Library Settings to configure partner-facing display options. The admin can configure:
   • The Layout View of Categories, Sub-categories, and Contents in the Partner Portal View Contents Page.
   • A My Collection Category folder where Partner-users can store favorite/important documents and share the collection folder with other UPM Users.
   • The ability to Enable creation while sharing — allowing partners to create new Prospects or Contacts while sharing content via email from a single window.

Library Settings Fields

3. Click Sort By to sort documents by Created On, Modified On, Downloaded By, Viewed By, or Listing Name.
4. The Sorting Order Buttons (Ascending ↑ / Descending ↓) sort contents in ascending or descending order. Arrow indicators remain inactive when no Sort By criterion is selected.

5. Click Filter to display the Filter pane with searchable parameters for finding specific content.
6. The Clear Filter option removes any previously applied filters and restores the full content collection.
7. Click Tree View to browse content via an accordion-style folder hierarchy. Numbers in parentheses beside each folder indicate the document count. Click any category or sub-category to view its documents.
8. Click List View (lined icon) or Thumb View (waffle icon) in the upper right to change the visual layout of content.

9. Each content listing in the library displays the following information:

Visibility Configuration

The Visibility Configuration panel lets administrators control exactly who can see each piece of content.

1. Open the Visibility Configuration panel from the content listing.
2. Select Countries, Languages, and User/Group.
3. Select the desired groups and click Save. The selections are permanently saved and pre-populated on next access.
4. A "Visibility configuration has been done" confirmation message is displayed after saving.
5. The Visibility Configuration window remains open after clicking Save. Click Save and Close to apply changes and close the panel simultaneously.

Filter Panel

Clicking Filter displays the Filter pane on the right side of the library. The Filter Panel helps users narrow down content based on different attributes for quick location of specific documents.

Each filter row has three components: Column Name (the attribute to filter by), Operator (how the system evaluates the search — Contains, Equal, Starts With, etc.), and Search Text / Value (the actual value to search for).

Previewing Content

1. In each document listing, locate the View button, Thumbnail Image, and Document Title.
2. Click any of these to open a popup window previewing the content. Scroll up or down to see various pages or slides in that document type.
3. For document files (doc, ppt, pdf, etc.) — options to Download and Share are available at the bottom of the preview window. For podcast or video files, the preview window allows playback and downloading.

View Content Details

1. Click the Info button on any document to open the View Listing slide-in panel from the right.

2. The panel top area provides Edit, View, and Delete action buttons.
3. The Listing Information section contains the following fields:

4. Content Assignment — shows the history of who this document has been assigned to for visibility or editing rights.
5. Related Listing — displays contents recommended and associated with this document by the Admin. Partners can only view recommended content when both the parent and recommended content are assigned to them. Click Add in this section to associate related documents from the View Contents picker.

View Bookmarks

1. Admins can upload PDF content to the Content Library with bookmarks, which allow users to jump quickly to specific sections or pages.
2. Bookmarks act like a table of contents and can be used to reach key points, chapters, or headings within the document.
3. Bookmarks are displayed in a sidebar within the preview window and can be clicked to instantly navigate to the corresponding part of the PDF.

Sharing the Content

The Share button gives admins and partners the ability to share any listed content directly with an end user via email.

1. Click the Share button on any content listing to open the Share Document popup.

2. If the recipient is not found after typing three characters, click Add as New to reveal additional fields.

3. Clicking Add as New reveals additional fields: Company Name, Company Country, Company State, and Company City.
4. After filling all fields, click Save & Share. The new Prospect/Contact is created and saved simultaneously, and they receive the shared content via email.

Tags and Multi-Keyword Search in Library

Tags and search keywords enhance the Filter Functionality of UPM to provide faster search capability. While uploading new content, both Tags and Search Keywords can be specified in the Add/Edit Content page.

1. Saved tags and keywords are displayed in the View Contents page.
2. Clicking Filter in the View Contents page opens the Filter pane. Selecting Tags or Search Keywords as a filter parameter displays matching content.

Collapsible Tree View Panel

Navigate to Enable > Content Library > Content Listings to reach the View Contents page, where the Category Tree is displayed on the left.

• Click the arrow beside Content Categories to compress or expand the Category Tree panel.
• When the tree is collapsed, the full-width content area expands accordingly.
• UPM retains the tree panel state based on your last session. On next login, the tree opens in the same state it was left.

Creating & Editing Categories from the Tree

1. Navigate to Enable > Content Library > Content Listings to open the View Contents page.
2. Hover over the Category Tree. A four-directional arrow appears beside each category, allowing you to drag and drop categories and sub-categories to reorder them.
3. Click the four dots (….) beside any category to open the context menu.

4. Click View Details to open the View a Category panel.

5. Click Edit to open the category for editing.
6. Fill in Category Name, Parent Category, Status (Active/Inactive), Description, and Thumbnail Image.

7. Click Sublink in the context menu to create a new sub-category. This opens the Add/Edit a Category form with the parent pre-populated.

8. After filling in all required details, click Save. The new category appears immediately in the Category Tree.

9. Copy Category URL — copies the URL of the category to the clipboard. Opening this URL in a new tab shows only the contents of that specific category. An alert informs the user; clicking View All clears the filter and shows all categories.

10. Share Category — shares the entire Content Library Category and its contents with a Prospect or Contact via email.

11. Click Delete to permanently delete the category or sub-category.

Creating & Editing Categories

1. Navigate to Enable > Content Library > Manage Categories.

The Contents section displays all documents associated with this specific category. Clicking the Add button opens the Add/Edit Listing Details panel to add new content to the category.

2. Click Edit in the View a Category page to edit the category. The Add/Edit a Category form opens.
3. The Contents list shows all documents currently in this category. You can edit them or add new ones.

Creating & Managing Content

Adding a New Content Document

1. In the Contents section of a category, click the Add button.
2. Fill in all fields in the Add/Edit Listing Details form:

3. Click Save when done. The document appears in the Contents list.
4. Navigate back to the View Contents page to find your document and configure its Visibility Configuration.
5. In Visibility Configuration, select Countries, Languages, and Groups, then click Save.

Uploading Contents in Bulk

The Bulk Upload feature requires two files uploaded simultaneously:

• A ZIP file containing all content assets and thumbnail images, organized in a specific folder structure: one main folder containing two subfolders — one for Content Files and one for Thumbnail Images.
• A metadata file (Excel/CSV) defining file attributes, tags, visibility rules, and category paths for each content item.

The system validates both files — checking ZIP structure, file counts, and metadata completeness — before accepting and processing the upload.

Accessing the Sample Metadata Template

1. Click Import on the View Bulk Uploads page to open the View Imports page.
2. Click Download Sample Data to download the sample Excel file. Fill in the required record details in the respective columns.

Metadata File Field Reference

Add a Bulk Upload

1. Click Add on the View Bulk Uploads page.
2. On the Add/Edit a Bulk Upload page, fill in the following fields:

3. Click Save. The system performs automated validation — checking ZIP structure, file count, and metadata field completeness. Status turns to Pending immediately.
4. Post-approval, the Status changes to Complete.
5. Click View Contents and select the desired categories to view the uploaded documents and files.

Error Log while Uploading Bulk Contents

If the metadata spreadsheet does not follow the prescribed format, a validation error is triggered in UPM.

1. A Validation Error appears in the Content Library Bulk Upload Log section of the View Bulk Upload page — even if the Status shows Complete in the Bulk Upload Information section.
2. Review the error message to identify the issue. A common example: under VisibilityCountry, writing "United States" instead of "USA" triggers a Validation Error because the country name format is incorrect.
3. Correct the spreadsheet and re-upload.

ZIP File Support and Preview in Content Library

The ZIP File Support and Preview feature allows administrators and partners to upload ZIP files as content items and preview their contents directly within the portal — without downloading them first.

1. Upload a ZIP file as a content item to the library.
2. Click the View button on the ZIP file listing to open the built-in ZIP file viewer.
3. The viewer displays the ZIP file's folders and files in a File Explorer-style structured view, showing Name, Type, Size, and Last Modified date.
4. Click into sub-folders to confirm that nested contents are viewable.