When you have a lot of assets across your company, it is important to demarcate them to avoid confusion later.
In this post, we will look at how you can categorize your content assets in Paperflite's Content Hub and Collections.
You can now label a content asset based on its use case (robotics, automation, et al), target audience (millennials, middle-aged, etc.), industries, company themes, organizational teams, and other groups.
Here is a quick video for you to know how it works:
If you're looking for a step-by-step, here it is:
Log in to Paperflite and head over to the Settings button in the left-hand menu. Then, click on Custom Fields.
When you are in the Custom Fields section, click on Add Custom Fields to begin defining the custom fields that you'd like for your content assets.
For example, in the screen grab above, we have created a new category called Geography with help text that explains what it is. We have also listed out the various values such as the US, China, Canada, and Australia that define the custom field i.e., Geography.
Now, head over to an asset and click the Edit button at the top as highlighted below in the screen grab.
Notice how you can categorize an asset based on the pre-defined content categories that you'd set in Step 2 above. Click on the down-arrow to choose the appropriate category.
Now that you have categorized the asset, let us now understand how you can search for it easily.
Head over to the Search button on the top left corner and select the name of the category to locate your content asset.
There you go, you are now ready to use the content categorization feature effectively.
Still need help? Send us your queries at firstname.lastname@example.org and we'll be glad to assist.