Bulk Edit

Sometimes you may want to change the metadata of a large volume of assets in Partners. This is really quick and easy to do by using the Bulk Edit tool.

  • Click the Admin option in the Partners toolbar at the top of the page
  • Click Bulk Edit
  • Select the Asset Types you wish to edit
  • Click Next
  • On the Select Assets to Edit page search for assets using the Keywords and / or Select Categories options.
    The search results appear on the left of the screen
  • Select which of these assets you wish to include in the bulk edit process by using the arrow buttons
    • To move individual assets, click the tick box of the assets to be edited and use the single arrow to move them into the Selected Assets section
    • To move the first 100 assets from the search results into the Selected Assets section click the double arrow
  • Click Next at the bottom of the page
  • Select the action you would like to perform with these assets from the list provided. See the sections below for more detail on each option
  • Click Finish to apply the changes to the selected assets and publish to the live site

Actions To Perform

Edit multiple simple (text, date etc.) attributes of each asset

Selecting this option allows you to update the key metadata fields (Description, Keywords and Related Assets) of the assets selected.

In the Edit Asset Attributes page update an asset then move on to the next by clicking either Skip to Next or Save and Edit Next options.

You can also go back to assets you have already viewed / updated by using the Save and Edit Previous or Skip To Previous options.

Once all assets have been updated, click the Finish button at the bottom of the page.

Append to existing taxonomy selections of each asset

Selecting this option adds new taxonomies to each asset’s existing taxonomies. No taxonomies are removed.

Select this option, click Next, then click each new taxonomy that is to be added to these assets.

Clicking Finish adds the taxonomies to the live assets.

Remove specific taxonomy selections from each asset

Selecting this option removes the specified taxonomies from the selected assets.

Select this option, click Next, then click each new taxonomy that is to be removed from these assets.

Clicking Finish removes the taxonomies from the live assets.

Replace existing taxonomy selections of each asset

Selecting this option removes the existing taxonomy selections of each asset and completely replaces them with the ones you are about to select.

Select this option, click Next, then click each new taxonomy that is to be added to these assets.

Clicking Finish updates the taxonomies to the live assets.

Change expiry dates of each asset

Selecting this option updates the expiry dates of each asset.

Select this option, click Next.

On the Change Dates page:

  • Check the tick box of each date you wish to change
  • Click in the blank field and select the relevant date

Clicking Finish adds these dates to the live assets.

Convert assets to another type

Selecting this option converts these assets from one type to another.

On the Convert Assets page, select the new asset type from the drop down menu.

Clicking Finish converts all selected assets into the new Asset Type and displays them in the relevant libraries.

Delete the selected assets

Selecting this option and clicking Next and then Finish deletes these assets from the system and users will no longer be able to access them.