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Quick Start Guide for Universal Compact View

Note

Depending on your user rights and the configuration of your portal the Universal Compact View on your side may differ from the Universal Compact View shown in the examples and screenshots of this article.

  1. In order to make use of Universal Compact View some additional portal configuration is necessary. Contact your Customer Success Manager, who is happy to assist you in setting this up.

  2. Make sure Universal Compact View is integrated into your external content system or make use of one of our native plugins that already have the Universal Compact View installed. Technical implementation instructions are available here.

  3. If your company's Bynder URL is already prefilled in the pop-up, click on Connect. If not, enter the URL of the Bynder portal and click on Connect. A pop-up will open, which allows you to authenticate to the Bynder environment.

  4. Login to the portal in the usual way.

  5. Use the (smart)filter bar to filter or search for the assets you need. Images, videos, documents and audio files can be added via the Universal Compact View.

    Tip

    Do you need more information on an asset? Hover your mouse over the thumbnail and click compact_view_icon01.png to open the asset detail screen.

  6. If applicable, use the dropdown at the bottom of the Universal Compact View to select whether you want to add the original file or one of the available public derivatives.

    dropdown_compact_view.png

    Example of the dropdown

    Note

    • The asset needs to be marked as public in order for the original file to be available.

    • This dropdown is only available when adding a single asset. Depending on your setup of the Universal Compact View the dropdown may not be available at all.

  7. Click Add asset(s) to add the asset(s) to your content page.

    compact_view2_walkthrough.gif

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