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Adding new items and folders to Library

Follow the item/folder creation steps and manage item access within folders

Written by Anna Voloshchuk

In eWizard Library, you can add new items to My library in the following ways:

Also, you can organize items into folders.

Template-based item

To create a new item based on the template:

1. Click + ADD NEW at the upper left of your Library.

2. Select the required item type.

Create New

Contact the administrator to customize icons for content item types and media assets.

The Create new pop-up appears.

3. Select a template.

To find the required template faster, use the search box or apply filters. The set of filters depends on the item type.

You can view the selected template with the ▶️ button on the template card.

Once you select the template, its metadata is automatically applied to your new item.

4. Fill in the following metadata fields:

Field

Action

Available for

Name

Enter the content item name.

All content item types

Brand

Select the content item brand.

Allcontent item types

Type

Select the content item type—broadcast or rep-triggered.

Email briefs

Purpose

Select the item purpose—invitation, follow-up, or reminder—to predefine the set of blocks you can use to edit your content item.

Emails / email briefs

Themes

Select the item theme to predefine the set of blocks, layout elements, and item color scheme.

Emails / email briefs based on the multi-brand template

Color scheme

Select predefined brand-approved color combinations for email blocks and their components. The list of available color schemes varies depending on the selected theme.

Emails / email briefs / email fragments

Target system

Select the target system to create the item build compatible with this target system. The resulting item contains the specific list of merge tags available in Editor.

Emails / email briefs / email fragments

Target messenger

The field is read-only and displays WeChat once you select a template.

Messenger ads

Language

Select the item language. If you select a language other than English, it's used as a current language in the TRANSLATE mode.

All item types

Country

Select the item country.

All item types

Target device

View the list of target devices for the selected template.

e-Detailers / e-Detailer briefs / portfolio e-Detailers

Audience

Select the audience type to determine the tagging flow.
​External—to tag the broadcast email manually in Centralized tagging. The value is selected by default.
​Internal—to automatically send default tags to the repository.

Broadcast emails with SFMC as the target system

The fields marked with asterisks (*) are mandatory.

The set of metadata fields in the Create new pop-up depends on the item type and selected template.

e-Detailers, their briefs, and portfolio e-Detailers

Turn on the Stretched layout toggle to make the content item fill the device screen. The content may appear stretched or compressed. By default, the toggle is off, and the content item automatically adjusts to fit the screen proportionally.

5. Click CREATE.

Your newly created item appears in Library.

Folder

Use folders to organize your Library content. You can create content items and nested folders within the folder structure to manage your workflow and prioritize items. For instance, creating a folder for high-priority content items can help you focus on them first.​

To add a new folder:

  1. Click + ADD NEW and select Folder.

  2. In the New folder popup, enter the folder name.

  3. Click CREATE.

Create folder

The new folder appears in Library above other items. Use its more options to manage the folder or access to this folder.

Folder deletion

When you delete a folder, all its contents are also deleted. Ensure the folder doesn't contain important items before deletion.

You can create content items or folders within the target folder. To do so, open the target folder and create a new content item or folder.

When you create content items or folders in a shared folder, all collaborators automatically receive access to them.

You can also drag the existing content items and folders from Library to your folder.

To move content to a nested folder, drag it one folder level at a time until it reaches the target folder.

To move a content item or folder to a higher-level folder, drag it to the target folder.

Hidden folders

To access the hidden folder under the collapsed part of the breadcrumb menu:

1. Go to the source folder.

2. Unfold the collapsed part of the breadcrumb menu.

3. Drag the required item/folder right there.

Item/folder access management

To manage the access to your folder, assign users to it. The folder becomes a project. You can add content items and folders to the project.

If the content item or folder being added to the project has assigned users, its permissions remain unchanged. Otherwise, it inherits the project permissions.

In one project, you can combine content items and folders with various permissions.

Personal folders in Shared with me

In the Shared with me space, you can create personal folders to organize shared content without affecting its original location for the owner. Personal folders are visible only to you and provide a private organization layer for shared content.

To create a personal folder:

  1. In the Shared with me space, click + ADD FOLDER.

  2. In the New folder popup, enter the folder name.

  3. Click CREATE.

You can create nested folders inside shared and personal ones.

Inside a shared folder, the following folder types are available:

  • Shared folder—available to the owner of the source folder immediately after creation. The icon indicates shared folders regardless of their owner.

  • Personal folder—visible only to you. The icon indicates this type.

The new folder appears in the target location above other content items and media. Use more options to manage it.

Depending on the folder type, available options can differ. A complete list of options includes the following:

Option

Action

Notes

Open

Open a folder.

You can also double-click the folder to open it.

Assign users

Share the folder.

Available for shared folders.

Rename

Modify the folder name.

When you rename a folder, the change applies to the original folder shared with you in the owner space. Collaborators must reload the page to see the updated name.

Leave project

Remove all folders and content items associated with the project from your Shared with me space. The project remains available in the owner Library.

Available for shared folders.

Delete

Remove the folder.

Available for personal folders.
Folders are permanently removed. Their contents are moved to the root folder. If no root personal folder exists, the contents are moved to the Shared with me space.

You can move one or several content items, media assets, and folders only to personal folders.

  • Click Move to:

    • In more options for one content item or media asset.

    • In the right sidebar for several selected content items, media assets, or folders.

    The Move to popup displays only personal folders, sorted by most recently updated.

  • Drag content items, media assets, or folders to the required folder. To drag content into nested folders, move it through each folder level step by step until you reach the target folder.

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