Batch Uploading Content to the Collateral Library

This option allows you to quickly upload multiple items of Library Content that require the same attributes. For instance, you may need to upload 10 pieces of collateral related to a specific product line. You would typically apply the same tags and access requirements to these documents, and therefore, could upload them in a batch using this feature.

There is no limit to the number of files that can be uploaded in a bulk action but be aware of performance - we recommend keeping batches to a maximum of 100 files and allowing up to 10 minutes for the upload to complete.

Follow these steps:

1. Navigate to Library Content > Collateral Library.
2. On the left-hand sidebar, select which Content Type you’d like to use for bulk asset creation.
3. Click Import.
4. In the Bulk Create New Library Asset view, drag and drop the files to be imported, or browse for files.
   • Most non-executable files are accepted (i.e. not .exe or .bat). 
   • The file size limit for each file is 250MB.
   • Thumbnails will auto-generate for some items and show in the partner portal. For more information, see Add Content to the Collateral Library > Thumbnail.

5. Depending on the Content Type you selected, you will be asked to provide information to define the new content items. 

   Note Values given for most of these parameters (except Name) will be applied to all content that is uploaded in this batch. You can update the values at individual asset level when they're uploaded.

   Common parameters include:

   Parameter	Type	Description
   Name	Text	The default name of each file is its file name. You can edit the name of each item when you add it via Upload Files so that it is more user-friendly. This title will be seen by partners in a list where they can select the collateral. Make the title descriptive so the partner will have an idea of how to use the collateral.
   Effective Dates	Date Selector	Click in the field to select the date when the collateral assets become available and expire for partners. Start and end dates are required.
   Published	Checkbox	Check this option when you are ready for partners to access these items in their partner portal account.
   Prevent Sharing	Checkbox	Check this option to restrict the partner’s ability to share this content outside the portal.  When this option is set: The asset can only be accessed when a partner is logged into the portal.  Copy Link to Clipboard and Email Selected actions are not available for the asset in the portal. The logged in user can download it. A lock icon is displayed alongside the asset to indicate that it can't be shared.
   Partner Filters	Filter	Click Edit and use the pop-up to select the Partners or Partner Groups you’d like to make these items available to. Make sure to click Apply before moving on to the next field. For more information, see Add Partner Filters.
   Tags		Displays a list of the configured tags for the Content Type you have selected. These are different for every supplier. Tags help your partners sort and filter to find relevant content.  For more information, Tag Management. Any tags selected here will be applied to all files in this batch upload.
   Description	Text	Add the description of the items. This description will show for partners when viewing the Collateral Library in Detail mode. This is also the place to include any Search Engine Optimization (SEO) keywords. By adding keywords, you will make it easier to find and report on content coverage.
   Internal Notes	Text	Information about the asset that is only visible to you, as a supplier. The information is not visible to partners when they view the asset in the portal.
   Show in Partner Library?	Radio	Whether the asset is visible to your partners in their partner portal.

6. Click Save.

Once you have created your content, make sure you add the Collateral feature bundle or the Browse Collateral feature page to your Partner Portal. For more information, see Adding Collateral to the Partner Portal.