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How do I manage assets?

An Asset is any image, video, audio file, web capture, or document uploaded to ConceptShare for the purpose of requesting and receiving feedback. Assets can be accessed inside a Review, or in the Assets tab and will open in the Proofing Workspace for Feedback.

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Assets can be added when a review is created or edited, or apart from a review.

 

Step 1

Open the Projects page, click on the the Project to add asset(s) to.

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Step 2

Click the Reviews tab at the top of the screen.


Step 3

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Click on the Get Feedback button or select and Edit an existing Review


Step 4

Click the Plus symbol to browse for Assets on your desktop. Alternately, Drag and drop Asset(s) by selecting them from your desktop and dragging them onto the 'Drag and drop files to upload' box.

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The New Asset Details Box will appear.


Step 5

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Enter the settings for each Asset being uploaded:

Edit the asset name, enter a description or add any tags for the asset being uploaded.

Note: Save Original means ConceptShare saves the original file for download while a proxy file is viewed in ConceptShare.

Additional Settings are available specific to the type of file you are uploading.

Selecting the next Asset Thumbnail will allow you to enter the settings for that Asset.


Step 6

Click OK to save the changes and notify the reviewers

Step 1

Open the Projects page, click on the the Project to add asset(s) to.

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Step 2

Click the Assets tab at the top of the screen.


Step 3

Click on the Upload Content button

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You may wish to upload these assets into a folder. If so, open the folder you'd like to add assets to or create a new folder.

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Step 4

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  • Select Files: allows you to select one or more files for uploading to ConceptShare. Select files to add, then click Open.
    • Alternately, you can drag and drop these assets into the Add Assets dialogue
  • Web Content Screenshots: allows you to capture one, or more static captures of webpages to include in your Project.

Step 5

Complete the settings for each Asset being uploaded:

Edit the asset name, enter a description or add any tags for the asset being uploaded.

Additional Settings are available specific to the type of file you are uploading.

Note: Save Original means ConceptShare saves the original file for download while a proxy file is viewed in ConceptShare.

Note: Reference File means the file cannot be opened in ConceptShare and can only be downloaded for reference purposes.

Click the next Asset thumbnail to update the settings for that Asset.


Step 6

Once all of your settings are complete, click the Upload button.

The file will be uploaded and processed through the servers. When it is fully uploaded you will see a thumbnail of your asset in the Assets tab.

 

Step 1

From the Reviews Tab, Navigate to the Review with the Asset you'd like to version.

Click the chevron on the right, select Edit from the dropdown menu.

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Step 2

Hover over the Asset you'd like to Version, click the Version Asset icon when it appears.

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Step 3

Browse and select or Click and drag the new Asset version into ConceptShare and drop over the previous Asset version on the Edit Review screen

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The new Asset version will stack itself on top of the previous Asset version.

Note: You have the option to undo the new Asset version until you Click OK in the bottom right of the Edit Review Dialogue.

Step 1

Click the top right chevron of the asset to be versioned, select Version from the dropdown menu.


Step 2

The Version Asset Box will appear. Upload the newest asset in the same fashion used for the original.

Note: Any Names, Descriptions, Tags, Custom Forms, or Settings that were on the original Asset will remain, but can be updated.


Step 3

Click on the Upload button.

When editing a Review, the version icon appears in the center of the Asset thumbnail.

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Outside a Review, the icon at the bottom left of an Asset card indicates the Version Number, beside what looks like a stack of paper. The number indicates the number of times the Asset has been Versioned, where the original asset is version one.

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When an Asset is open in the Proofing Workspace the name of the Asset will have a suffix of V.# to indicate how many versions of this asset have been uploaded.
 
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Promoting feedback lets you copy selected feedback from previous Assets versions to the current Asset version. Promoted feedback can then be flagged and resolved, edited, or marked as needing further changes.

To Promote Feedback:

Step 1

Version an asset that has feedback applied


Step 2

Open the previous version, or compare to it. The display for the comparison option is shown.

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Step 3

Open the Feedback Panel for the older version and click the chevron on a piece of feedback, choose Promote.

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Step 4

Open the newest version of your asset and you will see the promoted comments in a pending status (similar to draft). While the comment it is in Pending it is only visible to the original author and to the promoter.

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Click the flag icon to update the flags and resolutions, or use the Edit option in the chevron to make adjustments to the annotations, and content of the feedback.


Step 5

Click the chevron on the pending piece of Feedback and choose Publish. This will make it visible to all reviewers of this asset.

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  • Navigate your pointer over the Asset you would like to download, click on the chevron icon on the top right, select Download Asset.

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Congratulations!

You can now upload, version and download assets and promote feedback in ConceptShare!

 


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