Create and Apply Metadata Presets During Upload

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You can create a metadata preset to easily add the correct metadata to your asset during the upload process. Metadata presets are pre-defined sets of metadata that can include descriptions, text fields, metaproperty options, advanced options, custom fields, and collections. They can be applied to future uploads to automatically add the correct metadata. This helps to prevent mistakes and ensures that your assets are always properly tagged. You can share and restrict the visibility of these presets to certain users.

Metadata presets are only available during upload and are not available when batch editing assets.

Presets do not overwrite previous selections but add the data to the existing information.

How to Create a Metadata Preset

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.

  2. Use the left sidebar to tag your assets with the right metadata, metaproperty options, advanced options, custom fields and collections.

  3. Go to the Presets section and click the add_metadata_preset.png Create new preset button.

  4. Enter a name for the preset in the Enter new preset name field.

  5. Click the Create preset button to create the new preset.

  6. Finish the upload.

The selected assets are now tagged with the inserted metadata and the metadata preset will be available for future uploads.

Tip

Did you know you can create a new preset based on an existing preset?

  1. In the upload screen, select one of the existing presets. Your new preset will then be based on this preset.

  2. Make the required customizations in the left sidebar.

  3. Click the add_metadata_preset.png Create new preset button.

Enter a name for the new preset and click Create preset.

How to Modify a Metadata Preset

  1. Navigate to your Portal. 

  2. Select Upload media to start the upload. Read more about uploading assets here.

  3. In the left sidebar open the Select a preset dropdown and click the preset you want to modify.

  4. Use the left sidebar to make the necessary adjustments. Modify the metadata and select or deselect metaproperty options, advanced options, custom fields and collections.

  5. Once all modifications have been made, open the Preset dropdown and click the update_metadata_preset.png Update current preset button to update the metadata preset.

  6. Finish the upload.

How to Apply a Metadata Preset During Upload

  1. Navigate to your portal.

  2. Select Upload media to start the upload. Read more about uploading assets here.

  3. In the left sidebar open the Select a preset dropdown and click the preset you want to apply to the selected assets.

  4. Finish the upload.

  5. After the upload is finished, the assets will be tagged with the metadata of the selected preset.

Note

Metadata presets do not overwrite any data selected previously. You can select some of the metaproperty options manually and then choose a preset - in this case, the data from the preset will be added on top of the previously selected data. Similarly, if you switch from one preset to another, any selection from the first preset will be kept and the extra information from the second preset will be added on top of it.

Share and Hide Metadata Presets

How to enable this feature in your portal?

Contact your Customer Success Manager to enable this feature in your portal. 

Who can configure the visibility of metadata presets?

By setting up the visibility of a metadata preset, you can hide it or make it available to other users. There are two visibility options available:

Private

Presets with this visibility can only be used and edited by the user who created the metadata preset. In the visibility screen, you can recognize these presets.

Specific users

Metadata presets with this visibility can be used by the specified permission profiles, user groups, and users. The visibility screen recognizes these presets by their icons.

How to Share Metadata Presets

  1. Navigate to your portal.

  2. Select Upload media to start the upload. Read more about uploading assets here.

  3. Click the dropdown in the Preset section and click the preset you want to make available to other users.

  4. Click the settings_menu.png next to the dropdown and click Preset visibility.

  5. Make sure the visibility is set to Specific users. If not, click the Change dropdown and select Specific Users

  6. Click the Who has access field and use the search bar to find the permission profile, user group, or user account with which you want to share the preset. Hover over the name and click the icon.

  7. (Optional) Repeat the previous step to share the preset with other permission profiles, users groups or users.

  8. Click Save to share the metadata preset.

How to Hide Metadata Presets From Other Users

  1. Navigate to your Portal.

  2. Select and Upload media to start the upload. Read more about uploading assets here.

  3. Click the dropdown in the Preset section and click the preset that you want to hide from other users.

  4. Click the settings_menu.png next to the dropdown and click Preset visibility.

  5. Click the Change dropdown and select Private.

  6. Click Save to save the changes and hide the preset from other users.

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