Introduction

This document describes the first tasks you should complete after logging in to Acquia DAM for the first time.

Upload your first assets

1. Navigate to Assets.

2. Select Upload or drag and drop files into the browser window.

3. Select the destination folder for your assets.

4. Add metadata to your assets during or after upload.

For more information, visit How do I upload files?

Apply metadata to assets

1. Select one or more assets in the asset grid.

2. Select Edit metadata.

3. Fill in the required and optional metadata fields.

4. Select Save.

Applying consistent metadata ensures that assets are easy to find and properly categorized.

For more information, visit How do I manage asset metadata? 

Organize assets into folders and collections

1. Create folders that reflect your organization's structure.

2. Move assets into the appropriate folders.

3. Create collections to group related assets across folders for campaigns, projects, or themes.

For more information, visit How do I manage folders? 

Review user permissions

1. Navigate to Admin > Users.

2. Review the list of users and their assigned roles.

3. Verify that each user has the appropriate level of access.

4. Update roles or permissions as needed.

For more information, visit What user-related tasks are on the Admin dashboard?.

Share assets with your team

1. Select one or more assets.

2. Select Share.

3. Choose to share via link or email.

4. Set permissions and expiration dates for shared links.

5. Select Send or Copy link.

For more information, visit How do I share assets? 

Monitor asset activity

1. Navigate to Insights.

2. Review asset download and view activity.

3. Use reports to understand which assets are most popular and how they are being used.

4. Set up scheduled reports to receive regular updates on asset activity.

For more information, visit What is Insights? What can it be used for?.

Initial tasks