Create an Asset Library for the Marketing Department
Liza Tinker
62 steps
5 minutes
Sharepoint
1
Navigate to your **SharePoint Site**
2
Click **New** and **Document Library** from the drop down menu
3
Click **Blank Library**.
4
Type **Marketing Assets**
5
Click the **Description** field.
6
Type **A library for managing assets for the Marketing Department**
7
Click **Create**
8
Click **Add Column**.
9
Click **Choice**.
10
Click **Next**
11
Type **Asset Type** as your Column Name
12
Click **Choice 1**
13
Type **Images**
14
Enter all remaining **Choices** (Videos, PDF's, Brochures, Graphics & Presentations etc..)
15
Click **Save**
16
**Navigate back to your document library** and Click **Add Column** to now create your **Topic Column**
17
Click **Choice**
18
Click **Next**
19
Type **Topic**
20
Add all your Choices for the **Topic Column** (Campaign, Event, Product Launch, Social Media, Website Content etc..)
21
Click **Save**
22
Click **Asset Type** and drag into position within the library.
23
Click **Topic** and drag into position in the library
24
Both columns will now be visible before the Modified and Modified By column for ease of use.
25
To create the folder structure click the **New** button
26
Click **Folder**
27
Type **Campaign**
28
Click **Create**
29
Continue to **create all the additional folders**
30
After all folders are created select the **Gear**
31
Click **Library settings**
32
Click **More library settings**
33
Click **Column default value settings**
34
Click **Campaign**
35
Click **Topic**
36
Click **Use this default value**
37
Click the **Default value** text field.
38
Type **Campaign**
39
Click **Ok**
40
Repeat this process for **all remaining folders** to set their default value.
41
Click **Settings** on the breadcrumb to navigate back
42
Click **Marketing Assets** on the breadcrumb to navigate back to your library
43
Click **Campaign**
44
Click **Upload**.
45
Click **Files**
46
Select all your **files** and then **Ok** and your files will be uploaded to the library. They will be **automatically tagged** with Campaign.
47
To complete the metadata for **Asset Type** click **Edit in grid view**
48
Select the field in the **Asset Type** column for each item and enter the asset type as you would **enter data in a spreadsheet**.
49
Enter all fields
50
You can also filter down to quickly edit the metadata
51
When complete Click **Exit grid view**
52
Now that all your assets are categorised you can sort and filter on the content
53
Click the **Heading** of any column.
54
Click **Filter by**
55
Select a **Field** to **Filter by**
56
Click **Apply**
57
Your library is now **filtered** by your selection
58
To **clear** your filter click the **heading** of the column
59
Click **Filter by (1)**
60
Click **Clear all**
61
Close the **filter pane**
62
The **filter** has been cleared
Create an Asset Library for the Marketing Department
Liza Tinker
62 steps
5 minutes
Sharepoint
1
Navigate to your **SharePoint Site**
2
Click **New** and **Document Library** from the drop down menu
3
Click **Blank Library**.
4
Type **Marketing Assets**
5
Click the **Description** field.
6
Type **A library for managing assets for the Marketing Department**
7
Click **Create**
8
Click **Add Column**.
9
Click **Choice**.
10
Click **Next**
11
Type **Asset Type** as your Column Name
12
Click **Choice 1**
13
Type **Images**
14
Enter all remaining **Choices** (Videos, PDF's, Brochures, Graphics & Presentations etc..)
15
Click **Save**
16
**Navigate back to your document library** and Click **Add Column** to now create your **Topic Column**
17
Click **Choice**
18
Click **Next**
19
Type **Topic**
20
Add all your Choices for the **Topic Column** (Campaign, Event, Product Launch, Social Media, Website Content etc..)
21
Click **Save**
22
Click **Asset Type** and drag into position within the library.
23
Click **Topic** and drag into position in the library
24
Both columns will now be visible before the Modified and Modified By column for ease of use.
25
To create the folder structure click the **New** button
26
Click **Folder**
27
Type **Campaign**
28
Click **Create**
29
Continue to **create all the additional folders**
30
After all folders are created select the **Gear**
31
Click **Library settings**
32
Click **More library settings**
33
Click **Column default value settings**
34
Click **Campaign**
35
Click **Topic**
36
Click **Use this default value**
37
Click the **Default value** text field.
38
Type **Campaign**
39
Click **Ok**
40
Repeat this process for **all remaining folders** to set their default value.
41
Click **Settings** on the breadcrumb to navigate back
42
Click **Marketing Assets** on the breadcrumb to navigate back to your library
43
Click **Campaign**
44
Click **Upload**.
45
Click **Files**
46
Select all your **files** and then **Ok** and your files will be uploaded to the library. They will be **automatically tagged** with Campaign.
47
To complete the metadata for **Asset Type** click **Edit in grid view**
48
Select the field in the **Asset Type** column for each item and enter the asset type as you would **enter data in a spreadsheet**.
49
Enter all fields
50
You can also filter down to quickly edit the metadata
51
When complete Click **Exit grid view**
52
Now that all your assets are categorised you can sort and filter on the content
53
Click the **Heading** of any column.
54
Click **Filter by**
55
Select a **Field** to **Filter by**
56
Click **Apply**
57
Your library is now **filtered** by your selection
58
To **clear** your filter click the **heading** of the column
59
Click **Filter by (1)**
60
Click **Clear all**
61
Close the **filter pane**
62
The **filter** has been cleared
