Creative asset management

Creative asset management

Asset management

Recover a deleted asset

Deleted assets can be recovered in the advanced tab of general settings.

FAQs: Add assets to your Brandfolder

Find answers to frequently asked questions about adding assets to your Brandfolder.

Workspace

Workspace is an innovative way for creatives and marketers to organize and collaborate on projects within Brandfolder.

Custom workflow and approvals

Custom workflow and approvals guarantee that no asset will be able to be consumed before it has the necessary approval from the administr

Multi-language asset details and bulk translations

Asset names, descriptions, tags, and custom fields can be added in multiple languages.

Version workflows

Versioning workflow helps to maintain the consistency of your current assets by easily enabling your users to check out assets when they

Bulk resize and convert assets

Save time by resizing and editing multiple assets in batch mode.

Video management

Brandfolder’s video editor makes it easy to store, transcode, distribute, clip, and add watermarks within our video editor.

Metasheets

Metasheets allow editable users to change a group of assets in bulk.

FAQs: Add assets to your Brandfolder

Find answers to frequently asked questions about adding assets to your Brandfolder.

Metasheets

Metasheets allow editable users to change a group of assets in bulk.

Recover a deleted asset

Deleted assets can be recovered in the advanced tab of general settings.

Dependent custom fields

Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.

Video management

Brandfolder’s video editor makes it easy to store, transcode, distribute, clip, and add watermarks within our video editor.

Workspace

Workspace is an innovative way for creatives and marketers to organize and collaborate on projects within Brandfolder.

Multi-language asset details and bulk translations

Asset names, descriptions, tags, and custom fields can be added in multiple languages.

Custom workflow and approvals

Custom workflow and approvals guarantee that no asset will be able to be consumed before it has the necessary approval from the administr

Bulk resize and convert assets

Save time by resizing and editing multiple assets in batch mode.

Version workflows

Versioning workflow helps to maintain the consistency of your current assets by easily enabling your users to check out assets when they

Asset modal

Asset history log

Brandfolder’s Asset History Log displays updates made to an asset over the previous 180 days.

Asset thumbnails

Asset thumbnails The top attachment will automatically be chosen for the asset thumbnail....

Duplicate detection

Duplicate detection is a feature that prevents you from having two identical files within your Brandfolder.

Comments and annotations

Comments and annotations on assets help users communicate within a specific asset module.

Merge Assets

Assets can have multiple attachments, which allows you to add all of the different types of files associated with the asset in one place so anyone loo...

Crop assets

Users have the ability to crop a file based on preset custom dimensions, preset social media dimensions or with a free form box....

Edit assets

What edits can I make to an asset?

Convert and resize

Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.

Enable 360 viewer

Brandfolder assets support a 360 viewer experience, which is great for showcasing all angles of a product.

The anatomy of the asset modal

Learn about the different tabs within the asset modal. 

File types

Below is a table of allowable conversions

Asset descriptions

The asset description is a free form text box in the asset module where you can keep additional notes about the asset.

Asset types

An asset type must be selected when creating sections for assets to live within. Brandfolder has 7 different types of assets.

Asset descriptions

The asset description is a free form text box in the asset module where you can keep additional notes about the asset.

Enable 360 viewer

Brandfolder assets support a 360 viewer experience, which is great for showcasing all angles of a product.

Crop assets

Users have the ability to crop a file based on preset custom dimensions, preset social media dimensions or with a free form box....

Duplicate detection

Duplicate detection is a feature that prevents you from having two identical files within your Brandfolder.

Asset thumbnails

Asset thumbnails The top attachment will automatically be chosen for the asset thumbnail....

Asset history log

Brandfolder’s Asset History Log displays updates made to an asset over the previous 180 days.

Asset types

An asset type must be selected when creating sections for assets to live within. Brandfolder has 7 different types of assets.

File types

Below is a table of allowable conversions

The anatomy of the asset modal

Learn about the different tabs within the asset modal. 

Convert and resize

Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.

Merge Assets

Assets can have multiple attachments, which allows you to add all of the different types of files associated with the asset in one place so anyone loo...

Comments and annotations

Comments and annotations on assets help users communicate within a specific asset module.

Edit assets

What edits can I make to an asset?

Brandfolder custom templating

CI HUB | advanced Adobe integration

Bi-directional synchronization allows users to edit and upload assets in their favorite creative tools without downloading and re-uploadi

Brandfolder CI Hub training

How to navigate the CI Hub integration with Adobe CC products.

PrintUI template training

How to upload a template and customize it for users within Brandfolder.

Troubleshoot PrintUI uploads

If you are having trouble uploading a template, here are some general troubleshooting steps to resolve simple errors and help identify la

The Brandfolder template editor

The Editor is Brandfolder’s primary templating solution, allowing for text and image replacement for templating done through Print UI.

Upload templates through PrintUI

Learn to upload templates to Brandfolder using the extension PrintUI.

Brandfolder custom templates end user experience

Brandfolder templating allows end-users to customize templates to fit their needs.

Brandfolder custom templates step 3: save a project and generate a template

Once you have finished building out the elements of your template and have locked them you will need to save your project and generate a

Brandfolder custom templates step 2: lock configurations

Template locking is a way for Admins or Collaborators who are creating a project to define which elements of the project cannot be change

Brandfolder custom templates step 1: configure projects

Brandfolder custom templating uses WYSIWYG template creation so that people can easily build templates that other users can customize.

Brandfolder CI Hub training

How to navigate the CI Hub integration with Adobe CC products.

PrintUI template training

How to upload a template and customize it for users within Brandfolder.

Brandfolder custom templates end user experience

Brandfolder templating allows end-users to customize templates to fit their needs.

CI HUB | advanced Adobe integration

Bi-directional synchronization allows users to edit and upload assets in their favorite creative tools without downloading and re-uploadi

Upload templates through PrintUI

Learn to upload templates to Brandfolder using the extension PrintUI.

Brandfolder custom templates step 3: save a project and generate a template

Once you have finished building out the elements of your template and have locked them you will need to save your project and generate a

The Brandfolder template editor

The Editor is Brandfolder’s primary templating solution, allowing for text and image replacement for templating done through Print UI.

Troubleshoot PrintUI uploads

If you are having trouble uploading a template, here are some general troubleshooting steps to resolve simple errors and help identify la

Brandfolder custom templates step 2: lock configurations

Template locking is a way for Admins or Collaborators who are creating a project to define which elements of the project cannot be change

Brandfolder custom templates step 1: configure projects

Brandfolder custom templating uses WYSIWYG template creation so that people can easily build templates that other users can customize.

Brandguide

Build and style a Brandguide

This article will walk you through the different types of blocks available in a Brandguide.

Use CSS to customize Brandguide

Use CSS to determine your Brandguide’s visual structure, layout, and aesthetics.

Get started with Brandguide

Brandguide helps your brand maintain visual consistency through its logos, fonts, colors, and photography selections.

Build the structure of a Brandguide

The highest organizational level of a Brandguide. Pages add up to make Brandguides. Navigate to the Pages option in the sidebar....

Build and style a Brandguide

This article will walk you through the different types of blocks available in a Brandguide.

Get started with Brandguide

Brandguide helps your brand maintain visual consistency through its logos, fonts, colors, and photography selections.

Use CSS to customize Brandguide

Use CSS to determine your Brandguide’s visual structure, layout, and aesthetics.

Build the structure of a Brandguide

The highest organizational level of a Brandguide. Pages add up to make Brandguides. Navigate to the Pages option in the sidebar....

Bulk management

Bulk management SFTP Ingestion

Assets can be uploaded to Brandfolder in bulk through a secure file transfer protocol ingest (SFTP).

Bulk management translations

The translations feature in bulk management allows you to upload and manage translations for your Brandfolder using CSV templates.

Bulk management duplicate attachments

Duplicate attachments in bulk management allows you to review all asset name duplicates in your Brandfolder that are detected through the

Bulk management metadata conversions

Metadata conversions in bulk management allows you to generate custom fields or tags based on embedded metadata from each asset’s first a

Bulk management cropping

Cropping in bulk management allows you to establish preset custom cropping dimensions and aspect ratios.

Bulk management asset automation

Asset automation allows users to define simple taxonomy templates that are applied to assets based on some criteria....

Bulk management upload CSV

The upload CSV age in bulk management allows you to upload and manage your CSV metasheets for batch asset updates.

Bulk management upload links

The upload links area in bulk management allows you to view guest upload links and their associated details.

Bulk management tags

The Tags Bulk Management page allows you to view and manage manual and auto-generated tags associated with assets in your Brandfolder.

Bulk management share links

The share links page in bulk management allows you to manage your share links, rename, add/remove assets, expire links, change permission

Bulk management labels

The Labels Bulk Management page allows you to build and edit your label’s structure.

Bulk management SFTP Ingestion

Assets can be uploaded to Brandfolder in bulk through a secure file transfer protocol ingest (SFTP).

Bulk management tags

The Tags Bulk Management page allows you to view and manage manual and auto-generated tags associated with assets in your Brandfolder.

Bulk management translations

The translations feature in bulk management allows you to upload and manage translations for your Brandfolder using CSV templates.

Bulk management custom fields

The custom fields bulk management page allows you to rename, prioritize, or delete Custom Field keys and values belonging to your assets.

Bulk management duplicate attachments

Duplicate attachments in bulk management allows you to review all asset name duplicates in your Brandfolder that are detected through the

Bulk management labels

The Labels Bulk Management page allows you to build and edit your label’s structure.

Bulk management metadata conversions

Metadata conversions in bulk management allows you to generate custom fields or tags based on embedded metadata from each asset’s first a

Bulk management cropping

Cropping in bulk management allows you to establish preset custom cropping dimensions and aspect ratios.

Bulk management share links

The share links page in bulk management allows you to manage your share links, rename, add/remove assets, expire links, change permission

Bulk management asset automation

Asset automation allows users to define simple taxonomy templates that are applied to assets based on some criteria....

Bulk management upload CSV

The upload CSV age in bulk management allows you to upload and manage your CSV metasheets for batch asset updates.

Bulk management upload links

The upload links area in bulk management allows you to view guest upload links and their associated details.

Content Automation Asset Library

How to use your team asset library

Team libraries enable team members to access and share imagery relevant to the team/s they are part of.

Set asset permissions using Content Automation tags

Asset permissions may be used to distribute imagery to specific teams or designate specific images for use in templates.

Upload images to Content Automation

The asset library is a central repository for all the images, logos, and icons used in your documents.

Finding images in Content Automation

Users can search the library which is home to all images that can be used within Content Automation templates.

Set asset permissions using Content Automation tags

Asset permissions may be used to distribute imagery to specific teams or designate specific images for use in templates.

How to use your team asset library

Team libraries enable team members to access and share imagery relevant to the team/s they are part of.

Upload images to Content Automation

The asset library is a central repository for all the images, logos, and icons used in your documents.

Finding images in Content Automation

Users can search the library which is home to all images that can be used within Content Automation templates.

Content Automation Documents and Projects

Inputs for coded templates

An input is a globally accessible tag that allows authors to populate a Content Automation document with content.

Request review of a document

Open/edit the document. Select Request Review in the top navigation bar....

Edit multiple documents at once

You can simultaneously edit multiple documents with shared inputs.

How to export documents

Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.

Add comments to documents

You can only add comments inside a document when you're editing it....

External Contributors

An External Contributor user role is a once-off invitation to a single project.

Cancel review requests

Learn the process for canceling review requests on a document that has been submitted for approval.

Rename projects and documents

Learn to rename your Content Automation projects and documents.

Copy content across documents

Review how to copy content from one document to another.

Change the reviewer of a document

Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content Automation.

Edit documents using inputs

An input is a globally accessible tag that gives authors the ability to populate a document with the content.

Resize documents

Flexible templates allow users to resize documents. 

Manage reviews

Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.

Archive and restore projects and documents

From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....

Move and duplicate Content Automation documents

Users can duplicate and move documents. 

View and download exported documents

You can select the document to view a downloadable preview or download it straight from the export screen.

Duplicate Content Automation projects

Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.

Share projects and privacy settings in Content Automation

There are different settings for privacy and sharing your projects in Content Automation.

Share exported documents

This article will cover sharing documents after they have been exported by using share links.

Search for the the right template in Content Automation

Learn to locate the correct templates when navigating Content Automation.

Re-edit exported documents

Review this article to learn about editing documents after they have been exported.

Build a new project kit

A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.

Create a project in Content Automation

Projects are folders that house a selection of a user's documents.

Send exported documents to a professional printer

Send printable documents directly to professional printing services.

Create a document from a Content Automation template

Documents can be created by users from their available suite of templates.

Edit multiple documents at once

You can simultaneously edit multiple documents with shared inputs.

View and download exported documents

You can select the document to view a downloadable preview or download it straight from the export screen.

Manage reviews

Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.

Re-edit exported documents

Review this article to learn about editing documents after they have been exported.

Change the reviewer of a document

Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content Automation.

Cancel review requests

Learn the process for canceling review requests on a document that has been submitted for approval.

Send exported documents to a professional printer

Send printable documents directly to professional printing services.

How to export documents

Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.

Share exported documents

This article will cover sharing documents after they have been exported by using share links.

Archive and restore projects and documents

From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....

Request review of a document

Open/edit the document. Select Request Review in the top navigation bar....

Build a new project kit

A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.

Create a document from a Content Automation template

Documents can be created by users from their available suite of templates.

Create a project in Content Automation

Projects are folders that house a selection of a user's documents.

Search for the the right template in Content Automation

Learn to locate the correct templates when navigating Content Automation.

Share projects and privacy settings in Content Automation

There are different settings for privacy and sharing your projects in Content Automation.

Duplicate Content Automation projects

Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.

Move and duplicate Content Automation documents

Users can duplicate and move documents. 

Add comments to documents

You can only add comments inside a document when you're editing it....

External Contributors

An External Contributor user role is a once-off invitation to a single project.

Rename projects and documents

Learn to rename your Content Automation projects and documents.

Copy content across documents

Review how to copy content from one document to another.

Edit documents using inputs

An input is a globally accessible tag that gives authors the ability to populate a document with the content.

Resize documents

Flexible templates allow users to resize documents. 

Inputs for coded templates

An input is a globally accessible tag that allows authors to populate a Content Automation document with content.

Content Automation templating

Link an external font stylesheet to a brand system

External font stylesheets can be linked to a brand system.

InDesign file ingest to create a drag and drop template

You can convert an InDesign package into a multi-page drag  and drop template in a seamless experience....

InDesign ingest FAQs

Frequently asked questions in regards to InDesign ingest.

Legacy InDesign file upload to create a Content Automation template

Learn how to import/upload your prepared InDesign file into Content Automation and create a template.

Introduction to projects, Content Automation templates, and documents

Understand the high-level differences between projects, Content Automation templates, and documents and how they interact with each other

Legacy InDesign ingest: Prepare a Content Automation file for upload

Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.

Add a description to a Content Automation template

Template descriptions provide template authors with additional context about the templates they are interacting with.

Build drag and drop templates

Drag and drop templates empower users with any level of design skill to create and publish their creative templates in a fraction of the

Drag and drop dynamic content creation and management

After building your template, you want to make it dynamic for your author users. 

InDesign file ingest to create a drag and drop template

You can convert an InDesign package into a multi-page drag  and drop template in a seamless experience....

Link an external font stylesheet to a brand system

External font stylesheets can be linked to a brand system.

Legacy InDesign ingest: Prepare a Content Automation file for upload

Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.

Add a description to a Content Automation template

Template descriptions provide template authors with additional context about the templates they are interacting with.

Introduction to projects, Content Automation templates, and documents

Understand the high-level differences between projects, Content Automation templates, and documents and how they interact with each other

Legacy InDesign file upload to create a Content Automation template

Learn how to import/upload your prepared InDesign file into Content Automation and create a template.

Build drag and drop templates

Drag and drop templates empower users with any level of design skill to create and publish their creative templates in a fraction of the

InDesign ingest FAQs

Frequently asked questions in regards to InDesign ingest.

Drag and drop dynamic content creation and management

After building your template, you want to make it dynamic for your author users. 

Introduction to Content Automation

Get started with Content Automation

This help article serves as your jumping off point with everything you need to know for getting started with your Content Automation acco

Get started with Content Automation

This help article serves as your jumping off point with everything you need to know for getting started with your Content Automation acco

Set up your Content Automation brand

Learn how to set up your Content Automation brand.

Set up your Content Automation brand

Learn how to set up your Content Automation brand.

Navigate the platform for Authors and Contributors

Learn how to navigate the platform as an Author or Contributor.

Navigate the platform for Authors and Contributors

Learn how to navigate the platform as an Author or Contributor.

Content Automation user permissions

There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.

Content Automation user permissions

There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.

How to log in to Content Automation

Learn how to log in to your Content Automation account.

How to log in to Content Automation

Learn how to log in to your Content Automation account.

Switch Content Automation accounts

Learn how to switch between your Content Automation accounts.

Switch Content Automation accounts

Learn how to switch between your Content Automation accounts.

How to leave feedback

We love hearing from our users about ways to improve the Content Automation platform.

How to leave feedback

We love hearing from our users about ways to improve the Content Automation platform.

Edit Content Automation profile and contact details

Learn how to manage your profile and contact details.

Edit Content Automation profile and contact details

Learn how to manage your profile and contact details.

Content Automation glossary of terms

Learn important Content Automation terms.

Content Automation glossary of terms

Learn important Content Automation terms.

Content Automation template library best practices

Learn best practices for your template library.

Content Automation template library best practices

Learn best practices for your template library.

Navigate the platform for Admins and Designers

Learn how to navigate the Content Automation platform as an Admin or Designer.

Navigate the platform for Admins and Designers

Learn how to navigate the Content Automation platform as an Admin or Designer.

Organizing Assets

Customize sections

Sections allow you to organize your assets by deliverable types.

Bulk action toolbar

You can take action on groups of assets using the bulk action toolbar. 

Search in Brandfolder

Searching in Brandfolder by Smartsheet increases the findability of your most valuable assets....

View options

The view options menu can be found on the right side of the screen and has various editable components.  Brandfolder Imag...

Labels

Brandfolder’s labels are an enhanced organization and findability feature meant to resemble an organization's existing folder structure.

Set up custom fields

Custom Fields provide a controlled taxonomy tool by adding key/value pairs to your assets.

Merge assets

You can use the Merge function in the Bulk Action bar to merge existing asset

Guest upload

Admins can quickly receive guest collateral using the guest upload feature, allowing you to quickly gather content through an upload link

Upload assets

How do I upload assets?

Pins

If you can search for it, then you can also save it with Pins.

Custom color bar

How do I enable to custom color bar?

Sort a Brandfolder

Assets can be sorted by position, creation date, upload date, update date, and more.

See your team's availability in capacity view

Capacity view helps you monitor capacity and bandwidth across all your teams so you can plan, manage and allocate resources more efficien

Advanced filters

Brandfolder's advanced filters enable point-and-click discovery of assets, all based on your unique taxonomy.

Display people properties on the schedule

The Schedule helps you visualize when your team has available hours and when they are booked to capacity.

Customize your Brandfolder look & feel

Custom Themes allow you to customize the look and feel of your Brandfolder.

Manage your Brandfolder subscription

Account owners can view their subscription details to manage their limits.

Utilize Brandfolder structure to search

Guest users can use pins, sections, labels, advanced filters, and view options to search their organization’s Brandfolder.

Bulk action toolbar

You can take action on groups of assets using the bulk action toolbar. 

Search in Brandfolder

Searching in Brandfolder by Smartsheet increases the findability of your most valuable assets....

Customize sections

Sections allow you to organize your assets by deliverable types.

Manage your Brandfolder subscription

Account owners can view their subscription details to manage their limits.

View options

The view options menu can be found on the right side of the screen and has various editable components.  Brandfolder Imag...

Labels

Brandfolder’s labels are an enhanced organization and findability feature meant to resemble an organization's existing folder structure.

Set up custom fields

Custom Fields provide a controlled taxonomy tool by adding key/value pairs to your assets.

Sort a Brandfolder

Assets can be sorted by position, creation date, upload date, update date, and more.

Tag Assets

Tagging is a recommended best practice and one of the fundamental steps to organizing your assets in Brandfolder.

Custom color bar

How do I enable to custom color bar?

Pins

If you can search for it, then you can also save it with Pins.

Advanced filters

Brandfolder's advanced filters enable point-and-click discovery of assets, all based on your unique taxonomy.

Upload assets

How do I upload assets?

Guest upload

Admins can quickly receive guest collateral using the guest upload feature, allowing you to quickly gather content through an upload link

Customize your Brandfolder look & feel

Custom Themes allow you to customize the look and feel of your Brandfolder.

Merge assets

You can use the Merge function in the Bulk Action bar to merge existing asset

Utilize Brandfolder structure to search

Guest users can use pins, sections, labels, advanced filters, and view options to search their organization’s Brandfolder.

Display people properties on the schedule

The Schedule helps you visualize when your team has available hours and when they are booked to capacity.

See your team's availability in capacity view

Capacity view helps you monitor capacity and bandwidth across all your teams so you can plan, manage and allocate resources more efficien

Proofing

Add a proof to a sheet or report

Hover over the row in your sheet or report where you want to add the proof.  Right-click that row and select Proofs....

Add a proof to a sheet or report

Hover over the row in your sheet or report where you want to add the proof.  Right-click that row and select Proofs....

Respond to a proofing request

Proofing review requests include a link that takes you to a review page in a new browser tab....

Collaborate on a proof

You can invite anyone with a valid email address to review your proof, including users or people outside of your organization....

Collaborate on a proof

You can invite anyone with a valid email address to review your proof, including users or people outside of your organization....

Track the status of a proof

On the right feature bar, select Proofs. At the top of the Proofs pane, select More > Create Proof Info Column....

Track the status of a proof

On the right feature bar, select Proofs. At the top of the Proofs pane, select More > Create Proof Info Column....

Convert an attachment to a proof

With Smartsheet proofs, you and your team can quickly review and approve a variety of content.