Create and Apply Metadata Presets During Upload

Martijn Steur
Martijn Steur
  • Updated

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 add the correct metadata automatically. 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 not 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 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.

Note: You can only delete presets that you've created. You cannot delete another user's preset.

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, select a preset dropdown and click the preset you want to apply to the selected assets.

  4. Finish the upload.

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

Note

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

Presets cannot be reordered in a custom sequence.

Share With Others

Was this article helpful?

0 out of 0 found this helpful

We're sorry to hear that!

Find out more in our community

Need more help? Post your question in our community