Documentation Index

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Add & Manage Assets

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Assets are your files inside your site. This article will show you how to add an Asset to your HCMS.

File Size Restrictions

  • The site has a size limit of 500 MB per individual file.

  • Please see our article for Supported File Uploads to view allowed file types.

  • Any images larger than 2600 by 2600 pixels will compress down. For information on image compression, see our article on Compression.


Add Asset(s)

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to your HCMS site

  2. Navigate to Assets on the left-hand menu The Assets option in the HCMS navigation menu.

  3. Select + Add Files User interface showing asset options with an 'Add Files' button highlighted.

  4. Select a Permission Set and Categories Upload files interface showing permission set and category selection options.

  5. Click on the Select File(s) button or drag and drop files into the upload area File upload interface with options to drop files or select them for upload.

  6. Locate a file from your computer and click Open A file explorer window displaying a puppy image ready to be opened.

    Note:

    To open multiple files at once, press Ctrl and then select your files

  7. View your new asset(s) An image of a playful puppy sitting in a grassy field with flowers around it.

  8. You can change an asset's publish status if needed


Change an Asset's Status

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to your site

  2. Navigate to AssetsThe Assets option in the HCMS navigation menu.

  3. Hover over an asset and click the three-dot action menuThe three-dot actions menu on an image.

  4. Click Actions and then Change to [status]Options to change file status to Published or Archived in a document management system.

    • Change to Published: Configure your Notifications options and click Confirm Notification settings for asset modification and scheduling options displayed in a dialog box.

      Note:

      An image must have alternative (alt) text before it can be published. Edit the asset to add alt text.

      • Notify users of newly published asset: Choose to not send or send a notification now

        Note:

        Notifications will not be sent for imported items or if more than one item is published at a time using bulk actions

      • Scheduling: Choose to publish immediately after you click Confirm or choose a publish/unpublish Date

    • Change to Draft: Configure the pop-up options and click ConfirmOptions to set an asset to draft immediately or at a later date.

      • Set to Draft immediately: Select for the asset to immediately go into draft status

      • Set to Draft at a later date and time: Choose a date and time for the asset to become a draft

    • Change to Archived: Select an archive option and click ConfirmOptions to archive assets immediately or at a later date in a user interface.

      • Set to Archived immediately: Select for the asset to immediately archive

      • Set to Archived at a later date and time: Choose a date and time for the asset to be archived


Edit an Asset

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to your site

  2. Navigate to Assets on the left-hand menu The Assets option in the HCMS navigation menu.

  3. Hover over the desired asset and click the Actions (three dots ...) menu The three-dot actions menu on an image.

  4. Select Edit File management interface showing an option to Edit an image.

  5. Modify desired fields on the Metadata tab Metadata interface displaying fields for image details and tags.

    • Permission Set: Edit Permission Set(s)

    • Categories: Add or remove categories for your asset

    • Name: Give your file a name. The default name will be the file name from your computer.

    • Slug: Edit the URL slug for your asset or click Generate for the system to auto-populate the field

    • Tags: Add or remove tags to easily identify the asset in search functions

      Note:

      The system automatically attaches tags to images, text files, Word files, and PDFs. You may change these tags at any time. We do not allow duplicate tags to exist on a single file.

    • Image is Decorative: Decorative images will use alt text (alt=“”) and are un-editable. View the Decorative Images article from the Web Accessibility Initiative.

    • Alt Text: Add or modify the alternative text (Alt text is required to publish the asset)

    • Metadata: View/add Metadata for the asset

    • Protected: Specify whether an asset is protected or not

  6. If your asset is an image, the following options are available:

    1. On the Image tab, use the tools at the top to modify your image The edit tools above an image of a puppy sitting in a field of flowers.

      • Rotate Left: Click to rotate your image to the left

      • Rotate Right: Rotate your image to the right

      • Flip Vertically: Choose to flip the image vertically

      • Flip Horizontally: Select to horizontally flip your image

      • Reset: Click to return your image to its original state

      • Crop: Click and drag your cursor over the image to crop it The crop tool on an image of a playful golden retriever puppy sitting on grass surrounded by colorful flowers.

    2. On the Focus Point tab, select the position of the focus point when there are different aspect ratios used The focus point on an image of a golden retriever puppy sitting in a field of flowers.

  7. Click SaveThe Save button on the edit asset screen.


Replace an Asset

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to your site

  2. Navigate to Assets in the left-hand menu The Assets option in the HCMS navigation menu.

  3. Drag and drop the new item onto the existing asset A puppy image with options to drop and update files.

    Note:

    When you replace a file, all descriptive information (name, description, tags) is kept the same, which allows you to manually update the information if you wish. The system will not add any new recommendations/descriptions. Edit the Asset to change any information.

  4. Click Yes on the pop-up that says, Do you really want to replace asset [name] with a newer versionConfirmation dialog asking to replace the asset named 'puppy' with a newer version.


Delete an Asset

Who can use this feature?

Owner | Developer | Publisher

  1. Sign in to your site

  2. Select Assets on the left-hand side The Assets option in the HCMS navigation menu.

  3. Hover over the desired asset and click the Actions (three dots ...) menu The three-dot actions menu on an image.

  4. Select Delete File management interface highlighting an option to delete the asset.

  5. Select Yes on the Do you really want to delete the asset? prompt to confirm Confirmation dialog asking to delete an asset with options to confirm or cancel.