Adding Content to the Collateral Library

When you create a new piece of collateral, you can set it up so that partners can preview, download, and customize the collateral if it is available in their view. All content may not be available to all partners. Suppliers determine if the content is available for preview or customization.

1. Navigate to Library Content > Collateral Library.
2. From the Create New dropdown list, select the type of content you want to create. This list will be specific to your configuration. For information about managing your content types, see Managing Content Types for Collateral.

3. Depending on which Content Type you selected, you will be asked to provide information to define the new content item. Common parameters include:

   Parameter	Type	Description
   Name	Text	The internal name for this asset.
   Effective Dates	Date Selector	Click in the fields to select the dates when the collateral becomes available and expires for partners. Start and end dates are required.
   Published	Checkbox	Check this option when you are ready for partners to access this item in their partner portal. You may not see this option if you're working with a DAM integration.
   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. When a user clicks on a link to an asset with this option set, the link remains valid for 5 minutes. Unifyr One presents a The link has expired message after that time. 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.
   Visibility	Filter	Choose the Partner Groups you’d like to make these items available to.  If you don't set up a filter, the collateral will be available to all partners. For more information, see Add Partner Filters. You can make adding a Partner Filter for a collateral asset mandatory. Users will be shown an error if they attempt to save a new asset object without configuring a filter. This option needs to be enabled on your system - submit a request to your Unifyr One team if you want to take advantage of it. The filters you add to this asset will be applied in addition to any filters that are configured for the content type - the partner/user must match the Content Type filter AND the individual asset filter to have access to the asset. Alternatively, click Advanced to create a single-use Partner Group as a filter just for this asset. For more information, see Using Ad-Hoc / Single-Use Partner Groups. The Collateral Library pages include a column and filter, which allow you to see whether your assets have partner group filters configured. The icon indicates that an asset has filters. You may need to click More to access the filter. Visibility is not available if your system uses a legacy method of controlling partner access to content (channels and streams). Use Show in Partner Library? to specify whether the content is available to partners.
   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.
   Asset Url	Text	In the Asset Url field, enter a URL to the asset file that contains the content of the collateral.  Alternatively, click Browse to upload a file (maximum file size 250MB) and the URL will be populated for you. Most file types are accepted, with the exception of .exe and .bat. There is additional support for these types: Image file types .jpg, ,jpeg, .png, and .gif - thumbnail auto-generated, shown as thumbnail on the card and as a full preview  PDF - thumbnail auto-generated Video file types .mp4, .mov, .avi, .webm, and .mkv - thumbnail auto-generated We recommend uploading video files with a bitrate of less than 6000 kbps. A higher encoding than this may cause playback issues in some browsers. Note: This URL will change if the asset file is updated for this item later. If you want other users to link to the collateral item here, for example to review, it is better to send them a static URL so they don't need to update their link every time a new file is added to the collateral item. The collateral item will have a Published Url once it's been published - this will stay constant even if the asset file has changed.
   Description	Text	Add the description of the item. 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.
   Thumbnail	File Upload	The thumbnail image for the asset. Thumbnails will auto-generate for some file types: .pdf Image Files: .gif, .jpg, .jpeg, .png Video files:  .mp4, .mov, .avi, .webm, and .mkv Hosted video URLs (e.g. Vimeo/YouTube) Some other URLs (complete URL, e.g. https://www.google.com) Thumbnails will not auto-generate for any other file type. To upload your own thumbnail, enter the URL for the thumbnail or select Upload to upload an existing file. Unifyr checks to see if the image or asset has been previously uploaded. If it has previously been uploaded, the system asked if you want to upload the item again or use the current image. Accepted file types: .bmp, .gif, .jpg, .jpeg, .png, .svg Maximum file size 250mb If the asset includes a thumbnail, you can preview it in the Collateral Library list by hovering over the asset's icon.
   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.
   Display Name	Text	The user-friendly name for this item. 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.
   Show in Partner Library?	Radio	Whether the asset is visible to your partners in their partner portal. This is a legacy setting that won't have an effect if your system uses asset level filtering, which most do. If the Visibility setting is available, use that to control partner access to the content instead. Having Visibility available indicates that asset filtering is in place.

4. Click Save.

Once you have created your content, make sure you Add the Collateral Feature Bundle to your Partner Portal Site.