Match the folder or collection form
In Manage → Content, some libraries offer Drive and Assets tabs. Drive provides folder browsing. Libraries in the same account can offer different folder and collection controls.
Create folder can open a short Name form or a wizard offering Manual folder and Smart folder. For a form titled Create new collection, use the separate collection instructions. Portal and Collections describe library layouts.
Illustrative controls
Folder controls
Short form
Name→ Create folder
or
Folder wizard
Name→ Manual folder / Smart folder
The wizard ends with Create folder.
Separate collection dialog
Create new collection
Collection Name→ Create collection
Folder and collection controls can appear in the same account. A tree view alone does not tell you which creation action to use.
Find the file information controls
Select a file and open Selection if the right-hand panel is closed. Indexing → General contains Name, Description and Tags; Properties contains the available custom fields.
The file’s Settings → Information also edits Name and Tags. Use Indexing for the description and property values. Search index is for processing, not another name for Indexing.
Illustrative controls
Right-hand selection panel
Selection→ Indexing
- General
- Name · Description · Tags
- Properties
- Custom property values
Selection→ Distribution
Folders · Collections
Folders and Collections can both appear here.
File settings dialog
Settings→ Information→ General
Name · Tags
For custom properties, use Selection → Indexing → Properties.
Find the access controls
For a file, library or folder whose Settings offers Distribution, open Distribution → Share to. A separate collection’s Settings uses Sharing → Share to.
These paths edit the selected item’s audience. Folder, collection and file permissions have different effects; follow the access guide for the change you need. If editing controls are missing, check your permissions with an administrator.
Illustrative controls
File, library or folder settings
Settings→ Distribution→ Share to
Use Distribution when it is available in that item’s Settings.
Collection settings
Settings→ Sharing→ Share to
Sharing is the collection’s tab. It is not a different name for the file’s Distribution tab.
Use the download button shown in your bag
In Download bag, choose Download selected assets when shown. If the bag offers Download media files or Download documents instead, choose the file group you need. Continue to the format choices and Prepare ZIP.