Getting started

Find the controls in your Pickit view

Use the labels on your screen to follow the right navigation, editing and download steps.

On this page
  1. Open a library
  2. Match the folder or collection form
  3. Find the file information controls
  4. Find the access controls
  5. Use the download button shown in your bag

If the header has a three-line navigation menu, open it and choose a library under Libraries. Libraries is the group heading. If Media or Documents appears directly in the header, choose that button instead.

In a narrow pane, the magnifying glass opens search. A search labelled Search across all libraries or Search all libraries searches your selected account broadly. Inside a library, folder or collection, its search stays in that selection.

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

Add assetsCreate folder

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.

These are illustrative examples, not screenshots. Controls depend on the selected item, library and your permissions.

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.

These are illustrative examples, not screenshots. Controls depend on the selected item, library and your permissions.

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.

These are illustrative examples, not screenshots. Controls depend on the selected item, library and your permissions.

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.

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