Bulk Uploading and Enhancing Assets with Collateral IQ

Collateral IQ can help you with smart, AI-driven naming, tagging, and data field completion when you’re uploading collateral assets in bulk. For more information, see About Collateral IQ.

There is no limit to the number of files that can be uploaded in a bulk action but be aware of performance - we recommend keeping batches to a maximum of 100 files and allowing up to 10 minutes for the upload to complete.

1. Navigate to Library Content > Collateral Library.
2. On the left-hand sidebar, select which Content Type you’d like to use for bulk asset creation.
3. Click Import.
4. In the Bulk Import window, enable the AI Auto-Fill setting. 
5. Drag and drop the files to be imported, or browse for files.
   • Most non-executable files are accepted (i.e. not .exe or .bat). 
   • The file size limit for each file is 250MB.
   • Thumbnails will auto-generate for some items and show in the partner portal. For more information, see Add Content to the Collateral Library > Thumbnail.

6. The AI will make suggestions for the metadata of each collateral asset while uploading. When it's done, click on the AI Filled dropdown menu to get the results of its analysis.

   • Suggested Name
   • Tag Suggestions
   • Field Suggestions

   

7. [Optional} Click to copy an asset's new URL, or to remove an asset from the upload.

8. In Shared Details, add values for these fields.

   Note Values given for these parameters will be applied to all content that is uploaded in this batch. You can update the values at individual asset level when they're uploaded.

   Parameter	Type	Description
   Effective Dates	Date Selector	Click in the field to select the date when the collateral assets become available and expire for partners. Start and end dates are required.
   Published	Checkbox	Check this option when you are ready for partners to access these items in their partner portal account.
   Prevent Sharing	Checkbox	Check this option to restrict the partner’s ability to share this content outside the portal.  When this option is set: The asset can only be accessed when a partner is logged into the portal.  Copy Link to Clipboard and Email Selected actions are not available for the asset in the portal. The logged in user can download it. A lock icon is displayed alongside the asset to indicate that it can't be shared.
   Partner Groups	Checkbox	Select the Partner Groups you’d like to make these items available to.  Alternatively, click Advanced to create an adhoc Partner Group for this action only. For more information, see Using Ad-Hoc / Single-Use Partner Groups.

9. [Optional] In Tags, choose the tags to apply to all the assets in this batch upload. The field displays a list of the tags that are available in   > Settings > AI Settings > Tag Management > Library Content for the Content Type you have selected. These are different for every supplier.

   Tags help your partners sort and filter to find relevant content. For more information, see Tag Management.

10. Click Save All.

Once you have created your content, make sure you add a collection/download area to your Partner Portal. For more information, see Adding Collateral to the Partner Portal.