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Workfront Library Content Management Basics

Workfront Library Content Management Basics

Curate Library content to get the right assets into the right hands at the right time.

Now that you have the fundamentals down — upload, download, organize — let’s take a look at some things you’ll be doing as you manage your Workfront Library instance to keep contents relevant and easy to find.

Edit metadata

Accurate metadata is the key to finding assets in Library. It’s also important for historical reporting, such as if your organization needs to meet compliance standards.

Best practice is to add metadata as you’re uploading assets into Workfront Library.

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But maybe you skipped a field, received a new piece of information that you want recorded, or want to change an expiration date.

Select a single asset and click the information icon to open the Details panel. Only the fields containing data display.

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Click the Edit button to see all fields and update information.

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Be sure to save when you’re done.

When you edit multiple assets at the same time, you will not be able to update all of the fields. This is so you don’t overwrite information that needs to be unique to each asset, such as the name of the file.

If the assets have different information in the same field, it will indicate “mixed” and may not allow you to edit the field.

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Any changes you make apply to all of the selected assets.

When you have multiple assets selected, the total number appears at the top of the details panel. Then the metadata fields show how many of the assets contain the same information.

Note: You must have Manage permissions to edit the metadata on an asset in Workfront Library. You will have Manage permissions if you’re the owner of the asset (i.e., you uploaded it) or if the owner has granted you Manage permissions.

Delete

If an asset is outdated, put into Workfront Library by mistake, or just isn’t relevant anymore, then get it out of there!

Select the item and then choose Delete from the dropdown menu.

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Library asks if you’re sure you want to delete file, so you can do that final check and make sure you’re deleting the right thing.

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You’ll get one last chance to undo the delete via the notification in the top corner. This message closes automatically after a few seconds, so act quickly!

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Deleting a folder kills the folder and deletes all of the folder’s contents.

Learn more about managing digital content

This article last updated on 2019-04-04 17:25:40 UTC