NetX DAM User Guide

This guide will help you learn NetX and provide direction for browsing our extensive knowledge base. If you encounter a term you are not familiar with, check out the NetX glossary. 

Overview

NetX assets are presented in the asset gallery, where you can view asset thumbnails, attribute details, and refine search results to quickly locate the assets you need. 

Navigation

The topmost-left hamburger button will launch a menu for navigating to folders, saved searches, and collections, as well as any tools that are available to you. Personal settings, including managing your password and user settings, are also accessible here. 

Dashboard

The dashboard is the landing page that greets all users and provides quick access to the latest uploads or commonly used folders or search terms. This page is individually customizable with the pencil button found to the left of the dashboard header. 

Folders

Folders are created and managed by users with sufficient privileges, such as an administrator. They can be nested into a hierarchy beneath the top level, and are often used to structure files that are related in some way but need to be more permanently accessed than a collection.

Folder actions

Folder actions can be accessed by right-clicking on a folder name in the tree. The menu options will vary depending on your user level:

• Add a subfolder to the folder.
• Create a PDF with the folder contents.

• Download a zip file of the folder contents.

• Edit the folder name, parent folder, and more.

• List all to combine the contents of all subfolders in one gallery view.

• Share Create a share link with the contents of the folder. Note that this will only share the selected folder's contents, not any of its subfolders. 

• Upload to the folder.

• Delete the entire folder.

Saved searches

Searches that are frequently performed can be saved into a saved search for quick recall and shared to other users. Unlike collections, saved searches are not static and are updated as files are uploaded or changed to match the search terms.

Collections

Collections are groupings of asset files that can be gathered by any user. Any user with sufficient privileges to a collection may share it internally with any other user of NetX.

Tools

Items in the Tools tab allow you to manage, view, or create particular data or workflows. Available tools include:

Links

Create or manage any existing share links.

Reviews

Any reviews you've created or are participating in will appear here. 

Expiring assets

View and manage assets set to expire. 

Upload selection

Upload selection: To create a selection from a CSV file (rather than manually through the UI), use the selection uploader tool.

Upload attribute data

Edit attribute data via the UI or with a CSV file, which you can upload here. 

Note this action is available only to Producer level users and above.

Searching

If you are looking for assets that are not already grouped together in a folder or collection, there are a variety of search options to help you find them. Once you have performed a search, you will be able to save the search for later use if it is a frequently performed query.

Keyword search

Keyword search takes a word or phrase as its input, and the system will search the system for matches based on any attribute values, including folder names and file formats.

Advanced search

Using advanced search makes it easy to narrow your search to particular attributes, dates (such as when assets were imported), or file size. Search terms may also be combined for further specificity.

Uploading & User profile

Uploading assets

Uploading assets is easy with the upload tool. Select or create a folder location for your file and edit attribute data in one action.

Note that only users Producer level and above will be able to upload assets.  

Importer-level users

The one exception to the Producer user level restriction on uploading new assets is the Importer level, who can upload assets but cannot choose the folder destination of the upload. Instead, their files will be automatically uploaded into a system-created folder labeled with their user name. 

User menu

Manage your NetX user, from your email settings to password changes. This is also where you Sign out of the application. 

Edit profile

Update your user's name, email address, or password using the Edit user profile button from the user menu. 

Language

While NetX's default language is English, the user menu allows you to translate the application to:

• English
• French (Français)
• German (Deustch)
• Japanese (日本語)

Settings

Use the user Settings menu to edit your:

• User attribute sets
• Email settings
• Integrations

Theme

Choose between Light or Dark mode for the NetX UI; choosing Device setting will adjust NetX's theme to your preferences between devices. 

Help

If you ever get stuck, use the Help section to navigate directly to our documentation.

Contact allows you to message your site's administrator from directly in the application. 

Gallery and gallery actions

The asset gallery is the main viewing area for browsing assets and can be loaded from a folder, collection, or saved search. The gallery contains certain controls, actions, and features that allow you to find the assets you need quickly.

Gallery controls

While Select all and gallery actions are available at the top of the gallery, you can refine and organize your gallery using the Filter and sort sidebar. This sidebar will allow you to determine your gallery's Sort attribute, the Attribute set displayed, the gallery type, and any Search filters applicable to the current gallery. 

Sort control

Sorting the gallery adjusts the order in which assets will be displayed. Choose an attribute to sort by, then adjust whether or not the gallery is sorted by ascending or descending values.

Attribute set filter

Selecting an attribute set for the gallery determines which attributes and values are displayed. Attribute sets can be created either by your system's administrator, or you can create your own based on attributes you use frequently. 

Note the Mosaic gallery type will neither allow an attribute set selection nor will display any attribute values at all. 

Thumbnail slider

Use the thumbnail slider to shrink or expand the asset thumbnails when viewing the gallery using Card or Curator gallery types.

Gallery views

 Mosaic view shows enlarged asset thumbnails in a mosaic tile pattern, but will not have any accompanying attribute data nor a thumbnail slider.

 Card view displays the assets' thumbnails as well as the value for the first attribute included in your selected attribute set. You can modify which set's first attribute is being displayed via the attribute set filter, described above. Note that if this first value does not have any data for an individual asset, no value will be displayed.

 Curator view displays a larger asset thumbnail, along with all attributes in your selected attribute set. Note that any attribute field which is empty for a particular asset will display a line with no value.

 List view presents assets and their data in a horizontal list view. Each asset line will display a small thumbnail followed by all attribute data for your selected attribute set and a header with the attribute name above each column header. The thumbnail slider is not available in this view.

Gallery actions

Certain actions can be performed on all the assets shown in a gallery using the actions menu in the gallery header, without the need to create a selection. Available actions depend on context (e.g. a folder versus a search), but generally include the ability to create a selection from the gallery as a whole, download, create PDF, and share.

Search filters

Search filters allow you to filter which assets are displayed in any given gallery. Attributes that have been configured as search filters by your site administrator are displayed along the top of the gallery. Selecting an attribute field presents a dropdown showing values that apply to assets in your current gallery, as well as the number of assets to which the value applies. Selecting a field immediately narrows the gallery to only those assets with that attribute value applied. Selections between filters are cumulative.

Quick edit

The quick edit panel allows you to update attribute values for a selection of assets. Editing attributes via the quick edit panel will update the selected assets' attributes for every asset in the selection. 

To append to attribute values instead of replacing those values, toggle append mode using the plus button in the header; to view values as you edit them, use the eye button to the right. 

In addition to editing attribute values, the trash can button allows you to clear all values for that attribute that have been applied in the past.

Selecting assets

The selection bar is the primary way to interact or perform actions on more than one asset. It appears when you have selected assets using the following methods:

• The checkmark button on an individual asset or on an asset's detail page
• Dragging your cursor across the gallery to add multiple assets to a selection at once
• Using the Add all to selection gallery action
• The upload selection action found in the Tools tab

When performing batch actions using the selection bar, remember to click the X to clear your selection before making a new selection.

View all

Clicking View all from the selection bar navigates you to a gallery consisting only of your currently selected assets.

Download

Assets can be downloaded using the Download button on the selection bar. In addition to downloading the original file, you can choose to:

• Download the preview or thumbnail image for an asset
• Download a transformed asset using a repurpose preset
• Create a PDF
• Export attributes
• Export the assets' attribute history

Collect

Collections can be created or added to by using the Collect action on a selection of assets, or via the right-click context menu on a single asset's thumbnail. Once the collect action has been selected, a panel will appear where you can name and save your new collection, or use the Selected tab to add your asset(s) to existing collections. You can create or add your assets to an existing collection in the same action. Once your collection has been created, you can share it with other internal NetX users.

Share

Share links are the primary way to share assets stored in NetX with external recipients. In addition to being able to select any download options which are available during the course of a regular download action, a link can be created with either an expiration date or a maximum number of uses, as well as password security. A share action can be performed on a selection of assets, via a single asset's right-click context menu, or from the asset's detail page. 

Selection action menu

Certain actions will be available from the action menu button on the righthand side of the selection bar.

Collect

Create a collection from your selection.

Create PDF

You can create a PDF using either an individual or selection of image assets. PDF sheets organize your assets in a 1x1, 2x2, or 3x3 grid. You can also add attribute data to a contact sheet by selecting an attribute set or choosing attributes individually. 

Download

Download your selection. 

Edit attributes

Selecting Edit attributes from the actions menu launches the grid editor for spreadsheet-style attribute editing.

Export attributes

You can download attribute data for a selection of assets during the course of a regular download action, or directly via the selection bar as its own download when you select Export attributes. 

Find/replace

You can use the find and replace action from the selection bar to replace text values for text or text area custom attribute types. Any value matches for the chosen attribute will be replaced with your new value.

Organize

Add or move assets in your selection between folders with Organize. 

Add: Adds all selected assets to the chosen destination folder in addition to their existing folders. 

Move: Moves all selected assets to the destination folder, removing the assets from any other existing folder.

Remove from folder: Removes all selected assets from the chosen folder location; note that this will not remove assets if that is their only folder location, i.e. assets will not be deleted. 

Relationships

Linking assets creates a relationship between the selected assets; related assets will appear in each asset's detail page. Selecting the Relationships action will allow you to create new links between the selected assets or de-link the selected assets from each other.

Repurpose

The repurpose action is only available for image, video, or audio assets, and each file type will require its own repurpose action. If more than one of these file types is included in your selection, you will be presented with a choice of which type to repurpose for the selected action. Note that manual repurposing of either image or audio assets is not possible with more than one asset selected.

This action is only available for Producer level users and above.

Resync

You may perform a resync action on a single asset or selection. Resyncing assets regenerates the affected asset(s) proxy files such as zooms, previews, and thumbnails.

Review

Any user is able to review image assets. You can use the Review action in the selection bar to add all selected assets to an existing review, or create a new review from your selection.

Share

Share your selected assets.

Asset detail view

You can view all data relating to the asset and perform individual actions on its detail page. Here you can not only view attributes, but also quickly access any folders the asset belongs to, related assets, and versions.

Actions

Preview

Image, video, audio, and document files can be previewed without the need to download the asset. These previews support playback (for audio and video files), zooming (for images), as well as a full document viewer. 

Download

To download the currently viewed asset, use the  button.

Select

The  button adds the current asset to a selection. 

Share

Use the  button to share the current asset with external users.

Additional actions

Some actions are not immediately visible but are accessible via the three-dot action menu. Available actions include, depending on your user level:

• Add custom thumbnail
• Add to selection
• Check in new version
• Check out current version
• Create PDF
• Download
• Expire
• Find assets like this
• Lock asset
• Reimport: fully replaces the current asset with a freshly imported asset. Reimporting the asset will maintain custom attribute data as well as the asset ID and any other edits which may have occurred for the asset in question. Unlike versioning, no record of the pre-existing file is stored to download or promote. 
• Repurpose
• Resync
• Review
• Share

Overview

The Overview tab consolidates a variety of data and details for the current asset, such as the system's attribute data or quick links to any related assets or folders.

Relationships

If an asset has any relationships between other assets, these will appear while viewing the Overview tab.

Attributes

 

Assets can be tagged with custom attribute values. Users who are unable to edit these fields will still be able to read their values in the gallery and asset detail pages, as well as search these values directly from the detail page using the magnifying glass button to the left of each attribute field. 

Attribute history

For each attribute that's tracked, the attribute history feature displays a table containing the date of the attribute value change, the user who changed the attribute, and the updated value for each change.

Embedded metadata

Metadata that are embedded into the asset file such as image dimensions are displayed here.

Folders

The Folders tab displays a list of all folders the current asset is a part of, in addition to the full folder path. Clicking an individual folder line loads the folder's contents into the gallery. 

Versions

The Versions tab allows you to replace the current asset file with a different version. However, prior versions will be kept and accessible on the versions tab and may be downloaded, promoted back to the current version, or deleted.

Reviews

The Review tool allows users to collaboratively review, annotate, and approve image assets within a project-based workflow. Any user may either create or participate in a review project for any permitted image asset. Any review a user is participating in that also includes the current asset is shown in a list on the Reviews tab. Clicking an individual review line automatically takes you to that asset's place in the review.

Save

Save applies any changes made to the asset from its detail page, such as attribute edits.

Exit detail

Exit detail takes you back to the gallery. Note that in some cases, such as a page refresh while visiting an asset detail page, this button takes you to the site's dashboard.