Adding an Asset



  1. Navigate to the object to which you'd like to add an asset or go to Home > Data >Content Library and click +Asset.
  2. Click the Assets tab. A list of all associated assets in the various stages (Draft, In Review etc) are displayed.
  3. If this is the first asset being added, then, when you click the Assets tab you'll see a message stating There are currently no assets for this <object name>. You can also review the tips on the right side of the screen. 
  4. Click +Add New Asset to add a new asset. Add New Asset screen opens.

  5. Enter an Asset Name.
  6. Optionally, enter an Asset Description.
  7. In Settings, select a sharing mode between Partner Mode (default), Owner Mode and Network Mode based on who you want should share this asset.
  8. You can also upload asset files and/or asset links.
  9. Click Save.
  10. Click +Asset Details to enter more details about your asset.


Note: You can also optionally add custom fields to an asset. See Adding Custom Fields

To update access levels for your members on an asset, see Updating Access Levels.

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