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Easysite Resource Centre
Document Asset

Document Asset

Add asset

To upload a document such as a PDF go to Administration -> Assets -> Assets.

1. Click add and select Document. The following view will be presented:

Assets add asset document screenshot

2. Edit/configure:

Binary File

Click Browse to search through local drives for an appropriate document.

Convert to PDF

Check if required.

Note: the PDF converter module must be installed to enable this option.

Title

Enter an appropriate title for the asset.

Alternate Text

Enter appropriate alternate text for the asset

Short Description

If required enter an appropriate short description for the asset.

Note: this text populates the caption for the asset.

Long Description

If required enter an appropriateĀ long description for the asset.

Keywords

Enter appropriate keywords for the asset

Note: keywords may be separated with commas.

Featured Asset

If required check to make the asset featured.

Note: featured assets are promoted to the top of the search results page.

Scheduling

Assets may be scheduled. To schedule an asset click scheduling. The following view will be presented:

Asset add asset scheduling screenshot

1. Edit/configure:

Go Live Date

Enter an appropriate date.

Review Schedule

Select an appropriate Review Schedule.

Review Date

Enter an appropriate date.

Expiration Date

Enter an appropriate date, and click Change to select an appropriate category.

Note: this will result in the asset being placed into a draft state until the expiry date is removed and the asset re-published. Once expired the asset will no longer be present to users in the front end of the site.

Note: no category is required when expiring asset although the asset can be moved to a different asset category as part of the expiration process.

Archive Date

Enter an appropriate date, and click Change to select an appropriate category.

Note: this will simply relocate the asset to a different category and will not result in the asset being automatically removed from the front end of the site. You will be required to relocate the asset to a category with relevant permissions to give this effect.

Deletion Date

Enter an appropriate date.

Categories

Categories control access to the asset, and may also be used to aggregate content via a page element such as Asset Browser.

To categorise an asset click categories. The following view will be presented:

Assets Add asset Categories screenshot

1. Click to expand the category selection and check to associate the appropriate categories.

Metadata

Metadata may be associated with an asset.

To populate meta tags click metadata. The following view will be presented:

Assets Add asset metadata screenshot

1. Click Change to associate an Asset Owner, and populate any other metadata.

Note: every asset has an Owner - the user who added the asset or made the last edit.

The Asset Owner is a permanent owner for the asset.

Saving the asset

Click Save as Draft to save the asset in draft stateĀ or Publish to make the asset live.

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