Workflows and Settings

NetX includes a number of features, modules, and integrations that help you get the most from your DAM.

In this article

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Identify your key DAM workflows and leverage your NetX implementation. Learn how to configure out-of-the-box features and fine-tune the behavior of your NetX with system property settings. If you're in the market for a robust integration or add-on module, start a conversation with your NetX Representative

5 things to know about NetX workflows and settings

Workflows for uploading, downloading, sharing, and organizing are available out-of-the-box.
Built-in workflows often have several configuration options to help you make the most of your NetX. Talk to your Onboarding Specialist about the workflows you're interested in.
Settings are available to control security, branding, and more.
Your Onboarding Specialist will review with you the system properties that allow you to customize your users' experience. Brand settings allow you to set a custom logo, watermarks, color choices for either light or dark themes, and custom background image for your login screen.
Automate with the NetX autotask engine.
We offer professional services consulting to develop autotasks that can automate many workflows based on standardized business rules. Discuss your requirements with your Onboarding Specialist or Account Manager.
Modules and features expand the functionality of your NetX instance.
Check out our tried and true modules like Portals, Visual Search, and Adobe CC Panel, or get early access to brand new features in our Labs module. Talk to your Onboarding Specialist or Account Manager if you're interested in implementing an add-on module or NetX Labs feature.
Integrations with third-party applications or the NetX public API are a great way to leverage resources in your DAM.
We offer established integrations with popular applications like Jira, Amazon Glacier, and social media platform Hootsuite, or build your own API integration to access assets, folders, attribute data, collections, and views. Talk to your Onboarding Specialist or Account Manager about the options available.

Best practices

Go easy out of the gate.
To maximize user adoption, get up and running with straightforward and high-value use cases first.  Roll out the bells and whistles in subsequent phases of your implementation.

Just because you can, doesn't mean you should.
Although the thought of integrating and automating workflows sounds tempting, it adds complexity that can be challenging to maintain. It helps to "live in" the new system for a while before choosing which workflows to automate. Less is more.

Handle properties with care.
NetX core functionality is largely controlled via the system properties, so be very careful not to change anything you’re not 100% sure about. We highly recommend that you consult your Onboarding Specialist prior to making any changes to system properties or advanced configurations.

You've got NetX mail.
Customize the "email from" address for outgoing system emails such as asset import or shared collection notifications. The built-in Contact forms also require an inbox destination. We recommend using a distribution or shared address on your mail server, instead of an individual's email address.  Use a mailbox name that resonates with your users, like or 

Receive with ease.
People without upload privileges can upload files via the Asset Request form. It can be useful to configure a staging area in your folder structure to receive new assets uploaded via the asset request links. Folders can be permissioned for admin or power user access only so that newly uploaded assets can be approved and cataloged prior to being released to their permanent folders. Asset request links should be created by a system user that will never be changed or deleted to avoid permission problems.

Dupe dedupe.
Deduplication can be configured for ongoing imports or only for the initial ingest. Evaluate your existing repositories and your import workflows, then discuss with your Onboarding Specialist whether Duplicate Asset Detection is right for your organization. Checksums should be generated at the time of import, but if deduplication is desired it should be run only after the initial ingest has been verified against the original repository. Note that filenames are ignored by this system, so identical files with different filenames will still be detected as duplicates. Conversely, non-identical files with the same filenames will not be caught by Duplicate Asset Detection. If a filename collision occurs, subsequent assets will be appended -1, -2, etc. which may impact data imports or other workflows dependent on accurate filenames. See Duplicate filenames in the Uploading Assets article for details.



  • Meet with your Core Team to plan your workflows. Decide what to implement now and what to roll out in a second phase.
  • Revisit your user stories to ensure essential workflows are accounted for.
  • Make decisions about the settings for your NetX instance.
  • Be prepared to discuss your workflows and settings with your Onboarding Specialist.

How-to articles

Follow these links for info on some of our most popular workflows. 

Settings Uploading Downloading Organizing Modules / integrations

Tips and tricks

Look for the "Advanced settings" sections in our Knowledge Base articles for details on configuration options for each feature.

When editing properties, type in the filter box to quickly find the property you need.

Save your Brand logo in an Admin folder in NetX. Use a "Notes" or "Description" text field to record decisions made regarding Branding options, like your logo, brand colors, login wallpaper, and watermarks. It's helpful for remembering who made the branding choices, when, and why.

If you're using Duplicate Asset Detection:

  • turn on MD5 Checksums prior to the initial ingest, but DO NOT turn on the LinkDuplicatesJob. This is so the ingest asset count can be verified against the ingest manifest (if LinkDuplicates is on, the numbers may not be accurate).
  • once the ingest completes and the manifest is verified, turn on the LinkDuplicatesJob and initiate an index-only resync (see Resyncing Assets). 

Up next...

If applicable, learn about Configuring Portals.

Get ready for your File and Data Ingest!


Certain workflows and properties will need to be configured prior to your initial ingest, so check first with your Onboarding Specialist.

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