How it works
The Asset Library lives under Assets and is organized into folders. Each item is an asset: an uploaded file, a web link, or an embed. You add assets, sort them into folders, and tag them with categories so they are easy to find. Every asset has visibility settings that control who can see it, and a detail panel with tabs for access, languages, engagement, history, and AI. The library has built-in views for active assets, partner assets, and archived assets, and you can create custom views with your own filters and layout. Archived assets are kept for a retention window before they are permanently removed.Prerequisites
- Write access to assets to add and manage content.
- Segments defined if you plan to restrict assets to specific partner segments.
Settings & configuration
The library is managed at Assets.Adding assets
Use the add menu to upload a file, import a folder, add a web page URL, or create a folder. Imported folders can keep syncing from their source so the library stays current.Folders and categories
Organize assets into nested folders and tag them with categories. Categories act as filterable tags across the library and Asset Hub embeds.Visibility and access
Each asset’s access tab controls visibility: public for anyone with the link, portal for partner portal users, or restricted to specific segments. Share settings let you set link expiry and whether downloads are allowed.Languages
The languages tab manages locale variants. You can add variants manually or generate document translations with AI, which run as a background job.Engagement and history
The engagement tab shows views over time and breakdowns by people and partners. The history tab shows versions and uploads, and you can restore a previous version.AI context
The AI tab holds a context description and supporting files that help AI features answer partner questions accurately from your content.Setup walkthrough
Open Assets
Go to Assets.
How-to guides
Build the asset library
Add content, organize it into folders and categories, set who can see each asset, and give AI the context to answer on it.
Review asset engagement
See which assets partners view, how interest trends over time, and which partners and people engage.
Share an asset with a trackable link
Send a single asset to a partner by link, set who can open it, and see whether they viewed it.
Track and restore asset versions
Use asset history to see every change to an asset and roll back to any previous version in one click.
Translate a document into partner languages
Generate language variants of a document with AI so every partner reads it in their own language.
Limits & gotchas
Troubleshooting
- A partner cannot see an asset - its visibility is set to restricted or portal and they are not in scope.
- A translation has not appeared - the generation job is still running.
- A deleted asset is gone - it was past the archive retention window when removed.