ZINFI UPM Guide

Co-Branded Assets Management for Channel Partners

View Assets

Overview

The Asset Library within the Enable module serves as the primary content management system for partner-facing materials. It allows administrators to upload, categorize, and control the visibility of various assets, ensuring that partners have access to the most current and relevant information. This centralized approach streamlines content distribution, reduces redundant requests, and empowers partners to effectively market and sell products and services.

Partners can easily search, filter, and download assets, and for certain materials, they have the option to co-brand them with their own logos and contact information. This capability is crucial for maintaining brand consistency while allowing partners to personalize collateral for their specific customer engagements. The system also supports AI-driven recommendations to help partners discover relevant content, enhancing their efficiency and effectiveness.

Accessing the Asset Library

Enable module left navigation with Asset Library selected
Enable module left navigation with Asset Library selected

Click Assets in the left navigation menu, then click Asset Library.

Changing the Asset View

Asset Library with List View icon highlighted
Asset Library with List View icon highlighted

Click the List View icon.

Asset Library with grid view selected
Asset Library with grid view selected

Click the Grid View icon to switch the asset display to a grid layout.

Sorting and Searching Assets

Asset Library view with search and sort options
Asset Library view with search and sort options

This screen displays the Asset Library, which serves as a central repository for various content assets that partners can utilize. It allows administrators to view, sort, and search through available assets, facilitating content management and distribution within the partner ecosystem. The interface provides options to organize assets by categories and to view details for individual assets, including their creation information and approval status.

Filtering Assets

Asset Library with filter button highlighted
Asset Library with filter button highlighted

Click the Filter button.

Filter assets dialog
Filter assets dialog

This filter dialog allows users to refine the display of assets within the Enable module's content library. Users can apply one or more filter conditions based on various asset properties, such as asset name or source type, to quickly locate specific content. The dialog supports both basic and advanced filtering options, enabling precise control over the asset list view. Filter configurations can also be saved for future reuse, streamlining content management workflows for administrators and partners.

Apply the configured filters to the asset list by clicking the "Apply" button.

Buttons

ButtonDescription
BasicA tab to switch to basic filter configuration options.
AdvanceA tab to switch to advanced filter configuration options.
SelectA button to open a selection dialog for the 'Source Type' filter value.
Save FilterA button to save the current filter configuration with the specified name.
ApplyA button to apply the configured filters to the asset list.
ClearA button to clear all active filter conditions.

Fields

FieldDescription
Asset NameA dropdown field to select the asset property for the first filter condition.
ContainsA dropdown field to select the operator for the first filter condition, currently set to 'Contains'.
Widget Switches DatasheetA text input field for the search value of the first filter condition, currently set to 'Widget Switches Datasheet'.
Source TypeA dropdown field to select the asset property for the second filter condition.
ContainsA dropdown field to select the operator for the second filter condition, currently set to 'Contains'.
PDFA text input field for the search value of the second filter condition, currently set to 'PDF'.
Insert Filter Configuration NameA text input field to enter a name for saving the current filter configuration.

Column Headings

ColumnDescription
IDColumn header for the filter condition identifier.
Column NameColumn header for the asset property to filter by.
OperatorColumn header for the comparison operator used in the filter condition.
Search TextColumn header for the value to search for within the specified column.
Advanced filter configuration for assets
Advanced filter configuration for assets

This screen displays the advanced filter configuration for asset management, allowing administrators to define specific criteria for searching and organizing assets within the Enable module. The advanced filter provides granular control over asset visibility and retrieval, which is crucial for managing a large content library and ensuring partners access relevant materials. Filters can be saved for future use, streamlining the process of applying complex search conditions. This functionality supports the efficient management of content assets, which are critical for partner enablement and marketing efforts.

Apply the configured advanced filter to the asset list.

Buttons

ButtonDescription
BasicSwitches to the basic filter options.
AdvanceCurrently selected tab for advanced filter configurations.
AddAdds another filter rule to the advanced filter configuration.
Save FilterSaves the current filter configuration with the specified name.
ApplyApplies the configured filter to the asset list.
ClearClears all applied filter rules.

Fields

FieldDescription
Assets > Asset NameThe selected field for the filter rule, indicating that the 'Asset Name' field is being filtered.
EqualThe selected operator for the filter rule, indicating an exact match.
Widget NetworkThe value used in the filter rule, specifying 'Widget Network' as the asset name to match.
Insert Filter Configuration NameText input field to enter a name for saving the current filter configuration.

Column Headings

ColumnDescription
IDColumn header for the filter rule identifier.
FieldsColumn header for the asset field being filtered.
OperatorColumn header for the comparison operator used in the filter rule.
ValueColumn header for the value used in the filter comparison.
ActionColumn header for actions related to the filter rule, such as adding more rules.