Asset management
Workspace is an innovative way for creatives and marketers to organize and collaborate on projects within Brandfolder.
Asset names, descriptions, tags, and custom fields can be added in multiple languages.
Save time by resizing and editing multiple assets in batch mode.
Metasheets allow editable users to change a group of assets in bulk.
Brandfolder’s video editor makes it easy to store, transcode, distribute, clip, and add watermarks within our video editor.
Versioning workflow helps to maintain the consistency of your current assets by easily enabling your users to check out assets when they
Deleted assets can be recovered in the advanced tab of general settings.
Custom workflow and approvals guarantee that no asset will be able to be consumed before it has the necessary approval from the administr
Find answers to frequently asked questions about adding assets to your Brandfolder.
Find answers to frequently asked questions about adding assets to your Brandfolder.
Versioning workflow helps to maintain the consistency of your current assets by easily enabling your users to check out assets when they
Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.
Save time by resizing and editing multiple assets in batch mode.
Brandfolder’s video editor makes it easy to store, transcode, distribute, clip, and add watermarks within our video editor.
Deleted assets can be recovered in the advanced tab of general settings.
Metasheets allow editable users to change a group of assets in bulk.
Workspace is an innovative way for creatives and marketers to organize and collaborate on projects within Brandfolder.
Custom workflow and approvals guarantee that no asset will be able to be consumed before it has the necessary approval from the administr
Asset names, descriptions, tags, and custom fields can be added in multiple languages.
Asset modal
Brandfolder’s Asset History Log displays updates made to an asset over the previous 180 days.
Asset thumbnails
The top attachment will automatically be chosen for the asset thumbnail....
The asset description is a free form text box in the asset module where you can keep additional notes about the asset.
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 on assets help users communicate within a specific asset module.
Below is a table of allowable conversions
An asset type must be selected when creating sections for assets to live within. Brandfolder has 7 different types of assets.
Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.
Duplicate detection is a feature that prevents you from having two identical files within your Brandfolder.
Learn about the different tabs within the asset modal.
Users have the ability to crop a file based on preset custom dimensions, preset social media dimensions or with a free form box....
Brandfolder assets support a 360 viewer experience, which is great for showcasing all angles of a product.
What edits can I make to an asset?
The asset description is a free form text box in the asset module where you can keep additional notes about the asset.
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...
Learn about the different tabs within the asset modal.
Dependent custom fields allow you to build out one level of a cascading relationship between custom fields.
Comments and annotations on assets help users communicate within a specific asset module.
What edits can I make to an asset?
Asset thumbnails
The top attachment will automatically be chosen for the asset thumbnail....
Brandfolder assets support a 360 viewer experience, which is great for showcasing all angles of a product.
Brandfolder’s Asset History Log displays updates made to an asset over the previous 180 days.
Duplicate detection is a feature that prevents you from having two identical files within your Brandfolder.
An asset type must be selected when creating sections for assets to live within. Brandfolder has 7 different types of assets.
Below is a table of allowable conversions
Users have the ability to crop a file based on preset custom dimensions, preset social media dimensions or with a free form box....
Brandfolder custom templating
How to navigate the CI Hub integration with Adobe CC products.
How to upload a template and customize it for users within Brandfolder.
Learn to upload templates to Brandfolder using the extension PrintUI.
Brandfolder custom templating uses WYSIWYG template creation so that people can easily build templates that other users can customize.
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
Bi-directional synchronization allows users to edit and upload assets in their favorite creative tools without downloading and re-uploadi
The Editor is Brandfolder’s primary templating solution, allowing for text and image replacement for templating done through Print UI.
Brandfolder templating allows end-users to customize templates to fit their needs.
Template locking is a way for Admins or Collaborators who are creating a project to define which elements of the project cannot be change
If you are having trouble uploading a template, here are some general troubleshooting steps to resolve simple errors and help identify la
How to navigate the CI Hub integration with Adobe CC products.
How to upload a template and customize it for users within Brandfolder.
Learn to upload templates to Brandfolder using the extension PrintUI.
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
Bi-directional synchronization allows users to edit and upload assets in their favorite creative tools without downloading and re-uploadi
The Editor is Brandfolder’s primary templating solution, allowing for text and image replacement for templating done through Print UI.
If you are having trouble uploading a template, here are some general troubleshooting steps to resolve simple errors and help identify la
Brandfolder templating allows end-users to customize templates to fit their needs.
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 templating uses WYSIWYG template creation so that people can easily build templates that other users can customize.
Brandguide
Use CSS to determine your Brandguide’s visual structure, layout, and aesthetics.
This article will walk you through the different types of blocks available in a Brandguide.
The highest organizational level of a Brandguide. Pages add up to make Brandguides. Navigate to the Pages option in the sidebar....
Brandguide helps your brand maintain visual consistency through its logos, fonts, colors, and photography selections.
The highest organizational level of a Brandguide. Pages add up to make Brandguides. Navigate to the Pages option in the sidebar....
Brandguide helps your brand maintain visual consistency through its logos, fonts, colors, and photography selections.
This article will walk you through the different types of blocks available in a Brandguide.
Use CSS to determine your Brandguide’s visual structure, layout, and aesthetics.
Bulk management
The Labels Bulk Management page allows you to build and edit your label’s structure.
Asset automation allows users to define simple taxonomy templates that are applied to assets based on some criteria....
Cropping in bulk management allows you to establish preset custom cropping dimensions and aspect ratios.
The upload CSV age in bulk management allows you to upload and manage your CSV metasheets for batch asset updates.
Metadata conversions in bulk management allows you to generate custom fields or tags based on embedded metadata from each asset’s first a
The Tags Bulk Management page allows you to view and manage manual and auto-generated tags associated with assets in your Brandfolder.
The upload links area in bulk management allows you to view guest upload links and their associated details.
Duplicate attachments in bulk management allows you to review all asset name duplicates in your Brandfolder that are detected through the
The translations feature in bulk management allows you to upload and manage translations for your Brandfolder using CSV templates.
The share links page in bulk management allows you to manage your share links, rename, add/remove assets, expire links, change permission
Assets can be uploaded to Brandfolder in bulk through a secure file transfer protocol ingest (SFTP).
The upload links area in bulk management allows you to view guest upload links and their associated details.
The upload CSV age in bulk management allows you to upload and manage your CSV metasheets for batch asset updates.
Asset automation allows users to define simple taxonomy templates that are applied to assets based on some criteria....
The custom fields bulk management page allows you to rename, prioritize, or delete Custom Field keys and values belonging to your assets.
Assets can be uploaded to Brandfolder in bulk through a secure file transfer protocol ingest (SFTP).
Cropping in bulk management allows you to establish preset custom cropping dimensions and aspect ratios.
The Labels Bulk Management page allows you to build and edit your label’s structure.
Metadata conversions in bulk management allows you to generate custom fields or tags based on embedded metadata from each asset’s first a
The Tags Bulk Management page allows you to view and manage manual and auto-generated tags associated with assets in your Brandfolder.
Duplicate attachments in bulk management allows you to review all asset name duplicates in your Brandfolder that are detected through the
The translations feature in bulk management allows you to upload and manage translations for your Brandfolder using CSV templates.
The share links page in bulk management allows you to manage your share links, rename, add/remove assets, expire links, change permission
Content Automation Asset Library
The asset library is a central repository for all the images, logos, and icons used in your documents.
Team libraries enable team members to access and share imagery relevant to the team/s they are part of.
Users can search the library which is home to all images that can be used within Content Automation templates.
Asset permissions may be used to distribute imagery to specific teams or designate specific images for use in templates.
The asset library is a central repository for all the images, logos, and icons used in your documents.
Users can search the library which is home to all images that can be used within Content Automation templates.
Asset permissions may be used to distribute imagery to specific teams or designate specific images for use in templates.
Team libraries enable team members to access and share imagery relevant to the team/s they are part of.
Content Automation Documents and Projects
Review how to copy content from one document to another.
You can select the document to view a downloadable preview or download it straight from the export screen.
An input is a globally accessible tag that allows authors to populate a Content Automation document with content.
A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.
Review this article to learn about editing documents after they have been exported.
Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.
Projects are folders that house a selection of a user's documents.
An External Contributor user role is a once-off invitation to a single project.
Documents can be created by users from their available suite of templates.
Learn to rename your Content Automation projects and documents.
Users can duplicate and move documents.
Learn the process for canceling review requests on a document that has been submitted for approval.
You can simultaneously edit multiple documents with shared inputs.
Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content Automation.
Flexible templates allow users to resize documents.
Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.
You can only add comments inside a document when you're editing it....
Open/edit the document. Select Request Review in the top navigation bar....
Learn to locate the correct templates when navigating Content Automation.
From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....
Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.
This article will cover sharing documents after they have been exported by using share links.
Send printable documents directly to professional printing services.
There are different settings for privacy and sharing your projects in Content Automation.
An input is a globally accessible tag that gives authors the ability to populate a document with the content.
This article will cover sharing documents after they have been exported by using share links.
Projects are folders that house a selection of a user's documents.
Learn to locate the correct templates when navigating Content Automation.
Review this article to learn about editing documents after they have been exported.
An External Contributor user role is a once-off invitation to a single project.
You can simultaneously edit multiple documents with shared inputs.
You can only add comments inside a document when you're editing it....
Send printable documents directly to professional printing services.
You can select the document to view a downloadable preview or download it straight from the export screen.
Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.
Open/edit the document. Select Request Review in the top navigation bar....
Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.
From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....
Flexible templates allow users to resize documents.
There are different settings for privacy and sharing your projects in Content Automation.
An input is a globally accessible tag that gives authors the ability to populate a document with the content.
Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content Automation.
Review how to copy content from one document to another.
A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.
Learn the process for canceling review requests on a document that has been submitted for approval.
Users can duplicate and move documents.
Learn to rename your Content Automation projects and documents.
Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.
Documents can be created by users from their available suite of templates.
An input is a globally accessible tag that allows authors to populate a Content Automation document with content.
Content Automation templating
Frequently asked questions in regards to InDesign ingest.
You can convert an InDesign package into a multi-page drag and drop template in a seamless experience....
After building your template, you want to make it dynamic for your author users.
Template descriptions provide template authors with additional context about the templates they are interacting with.
Learn how to import/upload your prepared InDesign file into Content Automation and create a template.
Drag and drop templates empower users with any level of design skill to create and publish their creative templates in a fraction of the
External font stylesheets can be linked to a brand system.
Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.
Understand the high-level differences between projects, Content Automation templates, and documents and how they interact with each other
You can convert an InDesign package into a multi-page drag and drop template in a seamless experience....
Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.
After building your template, you want to make it dynamic for your author users.
Understand the high-level differences between projects, Content Automation templates, and documents and how they interact with each other
Drag and drop templates empower users with any level of design skill to create and publish their creative templates in a fraction of the
Template descriptions provide template authors with additional context about the templates they are interacting with.
Learn how to import/upload your prepared InDesign file into Content Automation and create a template.
Frequently asked questions in regards to InDesign ingest.
External font stylesheets can be linked to a brand system.
Introduction to 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
This help article serves as your jumping off point with everything you need to know for getting started with your Content Automation acco
Learn how to set up your Content Automation brand.
Learn how to set up your Content Automation brand.
Learn how to navigate the platform as an Author or Contributor.
Learn how to navigate the platform as an Author or Contributor.
There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.
There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.
Learn how to log in to your Content Automation account.
Learn how to log in to your Content Automation account.
Learn how to switch between your Content Automation accounts.
Learn how to switch between your Content Automation accounts.
We love hearing from our users about ways to improve the Content Automation platform.
We love hearing from our users about ways to improve the Content Automation platform.
Learn how to manage your profile and contact details.
Learn how to manage your profile and contact details.
Learn important Content Automation terms.
Learn important Content Automation terms.
Learn best practices for your template library.
Learn best practices for your template library.
Learn how to navigate the Content Automation platform as an Admin or Designer.
Learn how to navigate the Content Automation platform as an Admin or Designer.
Organizing Assets
Guest users can use pins, sections, labels, advanced filters, and view options to search their organization’s Brandfolder.
How do I enable to custom color bar?
Sections allow you to organize your assets by deliverable types.
If you can search for it, then you can also save it with Pins.
Brandfolder's advanced filters enable point-and-click discovery of assets, all based on your unique taxonomy.
The view options menu can be found on the right side of the screen and has various editable components.
Brandfolder Imag...
Admins can quickly receive guest collateral using the guest upload feature, allowing you to quickly gather content through an upload link
You can use the Merge function in the Bulk Action bar to merge existing asset
Account owners can view their subscription details to manage their limits.
You can take action on groups of assets using the bulk action toolbar.
Custom Themes allow you to customize the look and feel of your Brandfolder.
Custom Fields provide a controlled taxonomy tool by adding key/value pairs to your assets.
Searching in Brandfolder by Smartsheet increases the findability of your most valuable assets....
Brandfolder’s labels are an enhanced organization and findability feature meant to resemble an organization's existing folder structure.
Assets can be sorted by position, creation date, upload date, update date, and more.
You can take action on groups of assets using the bulk action toolbar.
Searching in Brandfolder by Smartsheet increases the findability of your most valuable assets....
Guest users can use pins, sections, labels, advanced filters, and view options to search their organization’s Brandfolder.
The view options menu can be found on the right side of the screen and has various editable components.
Brandfolder Imag...
Brandfolder’s labels are an enhanced organization and findability feature meant to resemble an organization's existing folder structure.
Custom Fields provide a controlled taxonomy tool by adding key/value pairs to your assets.
Account owners can view their subscription details to manage their limits.
You can use the Merge function in the Bulk Action bar to merge existing asset
Assets can be sorted by position, creation date, upload date, update date, and more.
Admins can quickly receive guest collateral using the guest upload feature, allowing you to quickly gather content through an upload link
Sections allow you to organize your assets by deliverable types.
If you can search for it, then you can also save it with Pins.
Brandfolder's advanced filters enable point-and-click discovery of assets, all based on your unique taxonomy.
How do I enable to custom color bar?
Custom Themes allow you to customize the look and feel of your Brandfolder.
Tagging is a recommended best practice and one of the fundamental steps to organizing your assets in Brandfolder.