Admin Documents Library Management — Product Tour

Full walkthrough

1. Enable → Content Library is the hub for every partner-facing asset. Its sub-menus are Content Listings, Manage Categories and Library Settings — we start on Content Listings.
2. View Listings opens with three admin actions: Add creates a single listing, Bulk Upload imports many at once and Library Settings controls how partners experience the library.
3. Sort By orders the library by Name, Date, Views or Downloads, with an ascending/descending toggle beside it.
4. Library Settings opens the settings in a side panel. Press Next and we'll open it.
5. Partner Layout sets how partners browse the library: Default View or Folder View.
6. My Collection for Partners lets partners save listings into their own collections for quick access.
7. Enable creation while sharing allows the Add as New option in the Share panel, so a partner can share with someone who isn't a prospect or contact yet.
8. Save applies the settings and returns you to the listings. Press Next and we'll save and go back.
9. Content Categories lists every folder with its item count. Pick one to narrow the library; the arrow collapses the tree to give the listings more room.
10. Search Content Library Document finds listings by name; the Saved Filters menu in the toolbar reuses your stored search and filter combinations.
11. Filter opens the full set of conditions. Press Next and we'll open it.
12. Filter Content narrows by Broad Search, Status, Category, Source Type, Languages and Tags. Apply runs the filter and Clear resets it.
13. In Thumb View each card shows the thumbnail, the listing name and its view and download counters.
14. The card menu holds a Favorite toggle plus View, Visibility Configuration, Share, Download, Info and Copy Document Link.
15. The List and Thumb icons switch between a detailed list and the card grid. Press Next and we'll switch to List View.
16. List View adds the description, file type, folder path, created and modified dates and the content link to every listing, with the same actions menu.
17. Back in Thumb View, clicking a card opens its preview. Press Next and we'll preview this PDF.
18. The preview renders the document in a side panel with Download and Share buttons and the view and download counters.
19. Info opens the full listing record in a side panel. Press Next and we'll open it.
20. View Listing opens in a side panel with Edit plus Visibility Configuration, View and Delete.
21. Listing Information shows the name, category, file, dates, keywords, status, languages, description, image, tags and access settings. Below it, Content Assignment lists the groups the listing is assigned to, and Related Listing links other content.
22. Add creates a new listing. Press Next and we'll open the side panel.
23. Add/Edit Listing Details opens in a side panel. Listing Name and Category are required; Select picks the category and Clear removes it.
24. Upload the file under File (Download to upload), or enter an Externally Hosted URL instead.
25. Publish Date and Status are required, and Expiration Date ends the listing. Search Keywords, Languages, Version, the Content Description (up to 1,000 characters), Upload Image and Tags help partners find it.
26. Priority orders the listing. Downloadable and Shareable decide whether partners can download or share it, Is Private? hides it, and File Type is filled in by the system.
27. Save creates the listing. Press Next and we'll save it.
28. Q4 Partner Pricing Guide now leads the library, and the Sales Collateral category count has gone up by one.
29. Visibility Configuration decides who sees the new listing. Press Next and we'll open it.
30. The Visibility Configuration panel names the listing at the top and shows Countries and Languages side by side, then the assignment history and Assign To.
31. Countries limits the listing to partners in the selected countries, with search and Select All.
32. Languages restricts it to partners who use the selected languages.
33. Assign To picks User or Group, then gives the chosen users or groups access, each with Read Only or Read-Write permission.
34. Save stores the configuration and keeps the panel open. Press Next and we'll save.
35. Content Assignment History now logs the assignment — Assigned To, Assignment Type, Access and Assigned By, with a withdraw action.
36. Share sends the listing straight to a recipient. Press Next and we'll open it.
37. The Share Document popup shows the Document Name; the Recipient Name dropdown chooses whether the recipient is a Prospect or a Contact.
38. Recipient Name searches after three characters; picking a match fills in the Recipient Email.
39. No match? Add as New — available because Enable creation while sharing is on — adds Company Name, Country, State and City. A Message can go along with the document.
40. Share sends the document. Press Next and we'll share it.
41. Categories are managed right here in the Content Categories tree — there's no separate page. Hover any category to reveal its menu.
42. Each category's menu offers View Details, Sublink, Copy Category URL, Share Category and Delete. Rows also have a drag handle for reordering.
43. Sublink adds a sub-category under Sales Collateral. Press Next and we'll open the side panel.
44. Add/Edit a Category needs a Category Name, Parent Category and Status. Description, Thumbnail Image and Available For Co-Branding are optional; the Category Link is system generated.
45. Save adds the category. Press Next and we'll save it.
46. Pricing & Quotes now appears under Sales Collateral, ready for listings.
47. Selecting a category opens View a Category in a side panel: Edit, View Content, Delete and Assign To, then Category Information with Name, Status, Description, Category Link, Thumbnail Image and Co-Branding, plus Sub-Categories and Contents.
48. Content Library Category Assignment History, inside View a Category, records who a category has been assigned to.
49. View Content Bulk Uploads lists every import with Name, Content List (XLSX), Content Zip, Status, Created On and Created By.
50. Download Sample Data, in the button row next to Add, gives you the template file with the expected metadata columns.
51. Add starts a new bulk upload. Press Next and we'll open it.
52. Give the upload a Name, attach the Content List (XLSX) with one row per listing, and the Content Zip holding the files it refers to.
53. Save queues the upload for processing. Press Next and we'll save it.
54. Q4 Partner Kit Import is now in the grid with a Pending status until processing completes.
55. ZIP listings open a file explorer instead of a document preview. Press Next and we'll open Partner Onboarding Kit.zip.
56. The explorer shows the Contents and Images folders and every file with its type, size and last-modified date, with Download and Share buttons.
57. That's the admin content library: browsing, preview, adding content, settings, visibility, sharing, categories, bulk uploads and the ZIP explorer.

Questions about this tour

What does the ZINFI Admin Documents Library Management product tour cover?

The Admin Documents Library Management tour walks through the module screen by screen in 57 guided steps. Admin-side walkthrough of the partner content library — browsing and filtering listings in List and Thumb views, previewing documents, adding and editing content, library settings, visibility configuration and sharing, category management, and bulk uploading with its validation log and ZIP file preview.

Which platform and pillar does Admin Documents Library Management belong to?

Admin Documents Library Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Enable pillar.

How long does the ZINFI Admin Documents Library Management tour take?

About 19 minutes at a normal pace — 57 guided steps through the Admin Documents Library Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Enable pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Documents Library Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.