Batch modifying and publishing assets using batch ‘Edit

Assets can be modified individually or in batch with the batch ‘Edit’ tool.

Batch modifying multiple ‘Assets’

  1. Select an ‘Assets Folder’ to reveal the asset list.
  2. Check the Select all items checkbox or select multiple assets individually by selecting the asset icon next to the asset name.
  3. Click the Edit button.

    Select multiple assets in the asset library
     
  4. The Additional Meta Data slide out menu will appear, allowing you to edit asset meta data in bulk. Only enter the data that you want to edit, otherwise leave the fields blank.

    Updating asset metadata dialog box

    Providing information in any of the fields above will update the properties in the selected assets only. Note also that fields left blank will leave the original properties unchanged.
     
  5. In the Settings tab, you can archive or unarchive assets in bulk or leave them as they are. Either way, remember to click Update to complete the update process.

    Updating asset metadata dialog box - Settings tab
     
  6. Note that the updater will display a progress bar as it’s updating, so please be patient until all assets are complete. Depending on the number of assets chosen, it may take some time.

    Batch update progress bar status
     

The following tables describe each of the different Meta Data properties and how they function on update.

‘Meta Data’ tab

Property Description

Remove All Permissions

Flag/Toggle on if wanting to clear the existing permissions assigned to the selected assets.

Member Group permissions

Select the Member Group(s) permitted access to VIEW and DOWNLOAD the asset. Only members of the chosen Member Group(s) will be given access to download the asset.

Member Group Permissions Update Mode

If set to Append, the selected Member Group(s) will be added to the assets’ existing member permissions already set. If set to Replace, the selected Member Group(s) will replace the assets’ existing permissions already set.

Member Group Permissions View Only

Select the Member Group(s) permitted to view asset details only BUT NOT download the asset. Members of the chosen Member Group(s) will need to complete a request form (and go through an approval process) to download the asset.

Note that the email address of the Asset Administrator (e.g. the representative who is chosen to approve asset requests) can be assigned at Content [section] > Settings [node] > Permission Requests [tab] > “Asset Admin Emails” [property].

Member Group Permissions View Only Update Mode

If set to Append, the selected Member Group(s) will be added to the assets’ existing view only member permissions already set. If set to Replace, the selected Member Group(s) will replace the assets’ existing permissions already set.

Choose Brand

Select the “Brand / Sub brand” associated with these assets.

Related: Updating the default Brand values

Choose File format

Select the “File Format” associated with these assets, e.g. Logo, Video, Illustration, Icon, etc.

Related: Updating the default File format values

Keywords

Enter keywords individually or copy/paste a keyword list, separating, keywords, and phrases, with commas.

Keyword Update Mode

If set to Append, the entered keywords will be added to the assets’ existing keyword set. If set to Replace, the entered keywords will replace the assets’ existing keyword set.

Comments

Multi-line text field. Useful for describing asset use, application and adding any usage restrictions information.

Comments Update Mode

If set to “Append”, the entered comments will be added to the assets’ existing comments fields. If set to “Replace”, the entered comments will replace the existing comments.

Categories

Assign single or multiple categories by clicking Add.

Category Update Mode

If set to Append, the selected categories will be added to the assets’ existing category set. If set to Replace, the selected categories will replace the assets’ existing category set.

‘Settings’ tab

Property Description

Clear Asset Usage Expiry

Flag/Toggle on if wanting to clear the expiry dates assigned to the selected assets.

Usage Expiry

Setting an expiry date automatically archives the asset on the date set.

Archive

Drop-down list with two choices: Archive or Unarchive. Do not make a selection if you wish to retain the existing assets’ Archive status. View the Deleting, unpublishing and archiving assets page to understand the differences between unpublishing and archiving.

 

Batch modifying multiple “Asset Versions”

Asset Versions can also be modified individually or in batch with the batch ‘Edit’ tool.

However, instead of selecting an ‘Assets Folder’ to reveal the asset list, select the ‘Asset’ node instead. You can then select all ‘Asset Versions’ within that asset to commence batch editing.

The ‘Asset Version’ batch editor will provide a different set of properties to edit but the principle is the same. Only enter values in the fields of the asset versions you want to change, otherwise leave blank.

 

Filtering assets before modifying

Note that when searching for and selecting assets in the right-hand content area, only assets that reside within the selected folder will appear. It will not search for assets that are housed within sub-folders of the selected folder.

Additionally, when batch editing, selecting all items in the list and clicking ‘Edit’ will only edit the assets on the selected page of the list. It will not edit assets on subsequent pages. For example, in the following visual, only the assets on page 1 will be edited.

Editing selected list items only

 

Last updated: 4 February 2022

Free
demo