Managing Content Types for Collateral

You, as a supplier, can manage the content types that you use to classify your collateral assets in the Collateral Library.

With collateral content types, you can organize and manage your assets effectively, in line with your business processes.

You can also align content types with partner groups to ensure that you are distributing the right content to each of your partner sets.

Note

This feature is available for customers with asset-level permissions for their Collateral Library. 

If your system is eligible, the option needs to be enabled on your system. Submit a request to your Unifyr One team to discuss your options.

Contents

Click on the + for more information

Create a New Content Type

To create a new content type for collateral assets:

1. Navigate to Library Content > Collateral Library.

2. Go to the left sidebar, and review the list of content types that are already set up. Click Add.

   

3. In Create New Content Type, enter this information as required:

   Parameter	Type	Description
   Name	Text	The internal name for the content type - this is its identifier in the list of content types. The Name must be unique.
   Display Name	Text	The working name for the content type. This will be shown in: The Create New dropdown when creating a new collateral asset. The Content Type selection menu in   > Settings > Tag Management > Library Content.
   Visible to Partners	Checkbox	Whether assets of this type will be available to partners in the partner portal (enabled by default).
   Partner Filters	Checkbox	[Optional] The partner group(s) for which this content type will apply. Select the required group(s) from the drop down list, or click Advanced to create an adhoc filtering rule for this content type only. For more information, see Using Ad-Hoc / Single-Use Partner Groups. Note Filters on individual assets of this type will be applied in addition to the content type filter - the partner/user must match the Content Type filter AND the individual asset filter to have access to an asset.

4. Click Save.

Edit an Existing Content Type

You can update the details of an existing collateral content type.

1. Navigate to Library Content > Collateral Library.
2. Go to the left sidebar, and click on the Content Type you want to edit.

3. Click … > Settings. The details view of the type opens.

   

4. Make changes to any of these properties:

   • Internal Name
   • Display Name
   • Partner Filters

   

5. Click Save.

Delete a Content Type

You can delete a collateral content type if there are no collateral assets of that type.

1. Navigate to Library Content > Collateral Library.
2. Go to the left sidebar, and click on the Content Type you want to delete.

3. Click … > Settings. The details view of the type opens.

   

4. Click Delete. This is enabled if there are no assets of that type. If there are, you’ll see a message when you try to delete the type.

   

5. You’re asked to confirm that you want to delete the Content Type. Click Delete to proceed.

   The Content Type is removed from the Collateral Library.