Adding Collateral to a Collateral Program

Follow these steps to manually add collateral to a collateral program. You need to have created collateral assets before you can add them to a program.

Note

As a default, partner filters on an individual collateral asset are ignored when the asset is added to a Collateral Program. You can specify that they should apply - submit a request to your Unifyr team to have the Enforce partner filters from individual assets option enabled.

1. Navigate to Library Content > Collateral Programs.
2. Click on the name of the required collateral program to open it for edit.
3. Click Add Collateral.

4. In the Add Collateral screen, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

    

5. Click on each item you'd like to add to the collateral program. The asset is ticked in the list and shown as Selected at the bottom of the list - click the X next to it if you want to remove it again. If an asset was added during a previous edit, it has the label Already Added.
6. [Optional] Repeat the process as required, to add all the content for the program.
7. Click Add Selected. The assets are listed in the Associated Collateral area of the program details.
8. [Optional] Click Publish to make the collateral program available in the portal - ensure that you have the Collateral page or bundle in the portal site navigation.