Hints and Tips Library - multi-asset

Use multi-asset workflows when

• there are groups / batches of assets that are related or will be used together
• the assets need to be signed off by the same areas / approvers
• the assets all need to be approved within the same timescales

You can also multi-edit asset Metadata by using Grid Edit – this displays the Metadata of each selected asset in a grid / table format. Select the required assets and click on the Grid Edit button (to the right-hand side of the assets) - in this view, you can mass copy/paste between cells (like in Excel). Check you haven't missed any mandatory fields by using the "validate" functionality.

When working with multi-assets in your workflow, use the multi-edit function to update the asset Metadata on them. Select the required assets and click on the Multi Edit button (to the right-hand side of the assets). Just remember that whatever you enter on the asset Metadata screen will transfer to all selected assets.

In a multi-asset workflow, when rejecting or approving subject to comments, make sure you deselect any assets that don't require to be changed.

If one asset in a multi-asset workflow has caused the task to be rejected, ensure you flag this in the comments box so the person managing the workflow is clear on what still needs to be addressed.

If you find that one asset in a multi-asset workflow is holding it up, remove the asset. The asset can be reviewed in a separate workflow, and its history from the multi-asset workflow copied over to the new one (cross-reference the multi-asset workflow this came from, as best practice).

When performing a multi-asset workflow, click on Save Draft before submitting, to ensure all work has been saved.

Select multiple assets by holding down CTRL and clicking your mouse on the required assets. Use this to Archive, Export, Distribute or Download multiple assets at the same time.