Create and Manage Filters in your Asset Bank

  • Updated

You can search for specific assets using filters, and save the filter selections to save time. You can save filters that will appear in your own asset bank or have them visible for all users. 

Share Filters

You can only share your own filters and not the filters other users created.

  1. Navigate to your Asset Bank.
  2. Select one or more filters and click Save filter.
  3. Enter the name of the filter. 
  4. Type in the name of the user, user groups, or permission profile you would like to share the filter with. These users will receive an email with the link that will load the filter set. They can then save the set as their own filter selection.

Edit & Delete Filters

You can only edit and remove your own filters and not the filters other users created.

  1. Navigate to your Asset Bank.
  2. In the top right-hand corner select Saved Filters> Personal.
  3. Here you can see all of the filters you've created. 
  4. Find the filter you would like to rename, reshare, or delete. Click Screenshot 2024-02-23 at 4.18.47 PM.png next to the filter name. 
  5. Make your edit. 
  6. Click Save.

 

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