Knowledge Base

Metadata presets

Do you often apply the same sets of metadata to your assets? Save yourself some time and reduce possible mistakes by using metadata presets. These presets allow you to tag your assets with the right metadata in just a few clicks.

Metadata presets are only available during upload and are not available when batch editing assets.

Tell me more about metadata presets

Metadata presets are predefined sets of metadata. Presets can include descriptions and other text fields, but also metaproperty options, advanced options, custom fields and collections. Users who often apply the same metadata during upload can create a metadata preset.This way, they can apply the preset during future uploads, which will automatically apply the right metadata to their upload in just a few clicks. At the same time these time-saving metadata presets lower the risk of user mistakes, making sure your assets are always tagged with the right metadata.

How to apply a metadata preset during upload?

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.
  2. In the left sidebar open the Select a preset dropdown and click the preset you want to apply to the selected assets.
  3. Finish the upload.

After the upload is finished, the assets will be tagged with the metadata of the selected preset.

How to create a metadata preset?

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.
  2. Use the left sidebar to tag your assets with the right metadata, metaproperty options, advanced options, custom fields and collections.
  3. Go to the Presets section and click the Create new preset button.
  4. Enter a name for the preset in the Enter new preset name... field.
  5. Click the Create button to create the new preset.
  6. Finish the upload.

The selected assets are now tagged with the inserted metadata and the metadata preset will be available for future uploads.

Did you know you can create a new preset based on an existing preset?

  1. Select one of the existing presets in the upload screen. This will be the base of your new preset.
  2. Make the required customizations in the left sidebar.
  3. Click the Create new preset button.
  4. Enter a name for the new preset and click Create preset.

How to modify a metadata preset?

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.
  2. In the left sidebar open the Select a preset dropdown and click the preset you want to modify.
  3. Use the left sidebar to make the necessary adjustments. Modify the metadata and select or deselect metaproperty options, advanced options, custom fields and collections.
  4. Once all modifications have been made, click the Update button to update the metadata preset
  5. Finish the upload.

The selected assets are now tagged with the modified metadata and the metadata preset will be updated for future uploads.

Share and hide metadata presets

This feature is currently in beta. Contact your Customer Success Manager if you do not have this feature available in your portal.

By setting up the visibility of a metadata preset you can hide it or make it available to other users. There are two visibility options available:

Private

Presets with this visibility can only be used and edited by user who created the metadata preset. In the visibility screen you can recognize these presets by the icon.

Specific users

Metadata presets with this visibility can be used by the specified permission profiles, user groups and users. In the visibility screen you can recognize these presets by the icon.

How to share metadata presets

Follow the steps below to share a metadata preset with other users.

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.
  2. Click the dropdown in the Preset section and click the preset that you want to make available to other users.
  3. Click the icon next to the dropdown and click Preset visibility.
  4. Make sure the visibility is set to Specific users. If not, click the Change dropdown and select Specific users.
  5. Click the Who has access field and use the search bar to search for the permission profile, user group or user account you want to share the preset with. Hover over the name and click the add_icon.png icon.
  6. (Optional) Repeat the previous step to share the preset with other permission profiles, users groups or users.
  7. Click Save to share the metadata preset.

How to hide metadata presets from other users

Follow the steps below to hide a metadata preset that was previously shared with other users.

  1. Go to your portal and click Upload media to start the upload. Read more about uploading assets here.
  2. Click the dropdown in the Preset section and click the preset that you want to hide from other users.
  3. Click the settings_menu.png icon next to the dropdown and click Preset visibility.
  4. Click the Change dropdown and select Private.
  5. Click Save to save the changes and hide the preset from other users.