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All CollectionsGetting StartedWorkflow Guides: Library DAM
Library View-Only DAM Users with Download Request Workflow
Library View-Only DAM Users with Download Request Workflow
Updated over a year ago

Download a customizable doc version of the CORE Quick Start Guide for DAM Library Viewers.

In this article:

If you have specific questions about your system or access rights, please contact your system administrator at client email contact info.

Logging In

Login to your desktop or mobile web browser at your client URL or via your SSO platform. At first login, you’ll be prompted to accept a general license agreement. Accept it, and you’ll be redirected to CORE, usually your Inbox. NOTE: iOS Mobile and Apple TV Inbox viewing apps are available from the App Store. Search for 5th Kind v6. When logging in, enter [client name] in the Client field.


CORE Icons

The icons you see in the left menu and top right header are related to what permissions you’ve been granted. For any questions about your user access rights, contact your system administrator.

Dashboard

For systems with Dashboard enabled, select a project to go to that project’s packages in your Inbox.

File Search

Find all files you’ve uploaded or been given permission to see without an inbox share.

Inbox

Where you will find your packages (CORE’s version of an email) and associated discussions.

History

A record of all the files you’ve accessed in the system, and a handy search tool.

Transfers

View all files that you’ve downloaded or uploaded. Access uploads you need to finish filing.

Users

All users you can see. If you can share packages or download for group distribution, you can also create your own user lists.

Help

Go to our external user manual for help and guidance with a feature.

Box

When enabled, connect your Box account to CORE for importing directly into CORE. Download using Aspera to Box Drive.

Live

When enabled, join your teams real-time for review sessions, remote video village, production rehearsals, etc.

Admin

Access the System Administrator’s dashboard.

Profile

Add a profile image. Logout from the dropdown menu.

Upload

Upload large files or batches of files quickly with Aspera. Aspera is off when “A” isn’t visible.

More Menu

on Upload enables you to switch Aspera on or off.

Packages

Create and manage packages of assets that you compile and order for sharing.

More Menu

On Packages, it enables batch package creation via CSV


File Search Overview

File search is your main file drive where files in the system that you have permission to see are stored. File Search is different from the Inbox, where users can grant you access to view and download specific files that you may or may not have access to in File Search.


Set Up Your File Search Display

Depending on your workflows and how you track files within the DAM, you may need a different display. By default, File Search displays files with Asset Groups on, in Thumbnail mode, and the most recently uploaded files listed at the top.


Asset Group & File View

Select an Asset Group’s file path in File Search to open it. Here you can see all the files in a group, sort their display. View Asset Details. Access Package Discussions your on where a file has been shared by or with you. And view individual files.

Asset Viewer Panels Legend

Asset Viewer Icons in File Search

Opens the viewer window on your computer so you can select files for upload.

Opens the Discussions Panel. View and select from discussions associated with the files in the Asset View.

When selected, adds files to an active package. If no active package, opens the Package menu.

Opens the More menu. Includes options to open other panels.

Close the file or Asset Viewer and return to File Search.

Open the side panel.

Closes the side panel.

Opens the Asset Details Panel which contains all tags associated with the file(s).

Available only when a file is open. Opens the File Info Panel which contains all metadata embedded within a file. Also contains the File ID and checksum assigned when uploaded to CORE.

Opens the File Relationships panel showing linked parent-child relationships between files. Video files with subtitles link the video file and text file within this panel.

Opens the Package menu or the “shopping cart” of an active package.

Opens the Approval History panel showing any thumbs up or thumbs down actions.

Asset Viewer Icons in a Package (Shows icons in addition to those above)

Turns the package into a real-time Sync Review session.

Opens Download Panel.

Opens Recipients Panel where you can see who has received the package.


Search & Find Files

Users can search for files, assets, and packages in different modules throughout CORE.

  • In File Search, users can find individual files and asset groups by

    file_search_icon.png
  • In History, you can see what files you interacted with recently.

    History_icon.png

Searching File Search

The best way to find your files in File Search:

  1. Start in Browse on the left. This is like your computer’s file directory. Select the Project that the file is in. This narrows your Filters.

  2. Go to Filter and select a Filter that’s relevant to your search

  3. Add any keywords in the Search Bar

Use search functions in combination with each other to improve your searches. The best way to find your files in File Search:

  1. Start in Browse on the left. This is like your computer’s file directory. Select the Project that the file is in. This narrows your Filters.

  2. Go to Filter and select a Filter that’s relevant to your search

  3. Add any keywords in the Search Bar

Select images to zoom


Download Files (from the Library)

If you already have permission to download files from your CORE library, download files by selecting the Download icon on any one of the files, asset groups, or after selecting a variety of files.

If Aspera is enabled, you’ll be prompted to select the destination folder. If you’re downloading as a zip, it will automatically go to your Downloads folder.

Select to Download a Single File or Asset Group

  1. To download a single file, in Thumbnail mode, hover over the thumbnail and select download.

  2. To download an Asset Group, select download on the group.

Select to Download a Compilation of Files

  1. Select the checkbox on a series of files, and then select download.

  2. Create a package, and download it. Instructions to create a package are on the next page.

Choose Download Options

After selecting download, a panel will open. If you have download options, such as proxy resolutions, they’ll appear here.

  1. Select Download again.

  2. Allow Aspera Connect to open and choose where your files will be downloaded.

  3. Follow the progress of your download in the Download Details page or Close the Download panel.

Notes:

  1. When the files have completed downloading there is not a notification pop up. You’ll see a progress symbol in the bottom left corner of your CORE. Once the progress reaches 100%, check the destination folder you selected for your downloads.

  2. If you have a large file or large batch of files that you’ve opted to watermark, processing time can double to include the watermarking step.

If you don’t see your download, you can go to Transfers in the main left menu. From the Downloading section, select your download and restart it.


Make a Package Request to Download Files

Step 1: Create a Package of Files

To create a package from File Search:

  1. Select the Package in Top Menu, and create a +New package.

  2. Name the package

  3. Add files to the package

    1. Drag thumbnails of files into the Package Panel on the right side

    2. To add individual files to the package - Hover on a file thumbnail and then select +

    3. To add groups of files to the package - Select + on an Asset Group or select the checkbox on several different files and then +

    4. To add files from an existing package - Select files or group of files in a package, then select + in top right menu on package

  4. Customize the order of your files by dragging the files up or down within the Package Panel

  5. Select Share at the bottom of the Package Panel.

Add Individual File to Package

Add Asset Group to Package

Step 2: Share Requested Files With the Approvers

Once you select Share:

  1. Select a STANDARD package share type

  2. Add or update the Subject Line / Package Name

  3. Add your Recipients

  4. Write your message

  5. Share Settings =

    1. Defaults +

    2. Allow Forwarding +

    3. Modify Package

  6. Download = Defaults

  7. Confirm your Share Settings and Download options (legends below)

  8. Share

Share & Download Settings Legend

Share_Settings_menu.png

Share_settings_panel.png
  • Notify on open - notifies sender when recipient opens package

  • Send emails - Sends notification email to recipient

  • Allow forwarding - Enables recipient to forward package

  • Modify package - Enables recipient to modify package for all users

  • Review Mode - Turns on a dark mode with minimal tools

  • Autoplay - Autostarts playback of package

  • Group view - Breaks files into original Asset Groups within a package; overrides customized package order

  • Hide users - BCC mode

  • Disable comments - turns off commenting on package

  • Limit views - Recipient can open package specified number of times

    • Limit downloads - Recipient can download files specified number of times

  • Start Date - Recipient cannot open package until specified time

  • End Date - Recipient cannot access package after expiry date

Download_settings_menu.png

Download_settings_panel.png

Most users can share only with Recipient Settings or View Only. You can never give more permissions than you have yourself.

  • Recipient Settings - Defaults to whatever permissions the recipient has been granted through their user role

  • View Only - When selected, no matter a user’s permissions, they can only view the files in the package

  • Allow download WITH watermark - If you as a user have this permission, you can grant another user permission to download proxies of the package files with a watermark

  • Allow download WITHOUT watermark - If you as a user have this permission, you can grant another user permission to download source files or proxies without a watermark


Your CORE Inbox & Viewing Packages

Step 3: Await a response and answer any questions the Approvers require

You will receive an email notification from CORE when a package of files has been shared with you.

  • When you receive this notification, select the link to go directly to the package, or log into CORE and go to your inbox.

Your CORE Inbox is like any other email inbox where you’ll see packages (CORE’s version of an email) that have been sent to you.

  • Click the link in your email or the Subject Line from the inbox to open the package.

  • A bolded Subject Line indicates new and unread messages.

Find Packages in Your Inbox

To find packages later, you can search your inbox:

Filter Packages to be more specific with your search.

Sort Packages for easy skimming and findability.

If you have access to more than one project, select Production (Project) to narrow Packages.

View Packages by package type. As additional package types are received, they will appear at top of Inbox.

Select the star on a package to add it to Favorites. Use to easily view packages that are continuously updated.

Inbox_-_filter.png
Inbox_-_Production_filter.png
Inbox_-_package_type2.png
Inbox_-_favorites.png

View & Review Packages

When you open a package requesting comment you’ll see the assets on the left. On your right will be any associated message from the sender. Reply to the package at the bottom or to a specific comment.

Select image to zoom.

Provide Feedback on Packages & Assets

You can comment generally on a package by replying within CORE to the message that was sent to you. You can also comment on individual files when reviewing them in the Asset Player. To do so, select the individual file.

NOTE: Some packages will have comments disabled by the sender. In these cases, no commenting field or annotations icon will be available.

Select image to zoom.


Download Files From Package

Step 4: Download Approved Assets

  1. Download files by selecting the Download icon on your package.

  2. After selecting download, a panel will open. If you have download options, such as proxy resolutions or the source file, they’ll appear here.

  3. Select Download again.

  4. Allow Aspera Connect to open and choose where your files will be downloaded.

  5. Follow the progress of your download in the Download Details page or Close the Download panel.

Notes:

  1. When the files have completed downloading there is not a notification pop up. You’ll see a progress symbol in the bottom left corner of your CORE. Once the progress reaches 100%, check the destination folder you selected for your downloads.

  2. If you have a large file or large batch of files that you’ve opted to watermark, processing time can double to include the watermarking step.

  3. If you don’t see your download, you can go to Transfers in the main left menu. From the Downloading section, select your download and restart it.


Build Your Own User Lists

If you’re more than a view-only user with the ability to share your own files, you can make user lists to share with groups or to batch watermark files when downloading assets. To do so, go to Users.

  1. Select User Lists at the top

    Users_-_User_Lists_
  2. Select the green New User List button to add a new User List

    Users_-_New_User_List_button.png
  3. Name the list

  4. Select +, to add your desired recipients

  5. Save List

You can create as many user lists as you need in any combination of users.

Using Your User Lists

Once you’ve created your user lists, they will appear in the dropdown recipients list when sharing packages. Put your cursor in the Add Recipient field, and the lists will appear first in the dropdown. Below is an example.

Sharing_with_User_List_close_up.png

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