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:
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:
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:
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:
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.