Creating and Modifying Packages
Updated over a week ago

In this article, learn how to create, modify and work with Packages.


Create a New Package from the Package Menu

Click the Package icon [image] in the upper right-hand corner of the screen to access the Package Menu, then click the + New button to create a new Package.

Type the name of the Package, then click "Create." Your package will now be "active" and you can add files to it.

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Creating Packages From the + Icon in File Search

If you have no Active Package and want to add the files you're on directly into a package, select the "+" icon on any File or Asset Group. This will prompt you to name and create a package, and then add the file(s) to it.

Creates Package From a File When no Package is Active

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Creates Package from an Asset Group When no Package is Active

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Add Files to an Active Package

Add Files to an Active Package in the following ways:

Drag and Drop into Package Sidebar

How to Open Sidebar if Closed

When browsing Files in File Search, open the Package Sidebar. If it's not already open, click the Package icon in the upper right corner, then click on the Package Name you want to add to.

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With the Package Sidebar open, simply drag and drop any File into it.

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Add Multiple Files to a Package

If you have selected one or more files, you can add all of them to a Package at once.

1. From File Search When Selecting Multiple Files Regardless of Asset Groups

With one or more File selected, a group of additional options will appear along the top of the Search Results. Click the icon to add all selected Files to your Package.

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2. From File Search When Adding an Entire Asset Group

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Click the + icon on the Asset Group to add all selected Files from that group to your Package.

3. From an Asset Group or Package That is Selected and Open in the Viewer Module

With one or more File selected, click the + icon on the Viewer Top Bar to add all selected Files to your Package.

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Modifying Packages

Once you've created a Package, you can re-order or remove its contents at any time.

Rename a Package

When viewing a Package in the Package Sidebar, click the "Edit Name" button. Type the new name for your Package, then click Save.

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Reorder Package Contents

To reorder Files in a Package, open it in the Package Sidebar. If it's not already open, click the Package icon in the upper right corner, then click the Package you want to modify.

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Mouse over the File, and select it on the Gray Left Bar. You can then drag it to the position you want it to be in.

Remove Files From Packages

1. From File Search - One File

If you've got the Package open in the Package Sidebar, mouse over the File you want to remove, select it along the Gray Left Bar, then drag and drop it outside of the Package.

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2. From File Search or Viewer - Multiple Files

If you'd like to remove more than one File from a Package at once, check the boxes next to the ones you'd like to remove, then click the More icon and select "Remove From Package."

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3. From Within an Open Package

Select the - icon on a thumbnail of a file within an open package.

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Packages Menu & Activating Packages

In the Packages Menu, the Active Package status shows which of your packages is currently active.

  • A package must be active to add and remove files to and from it.

  • To add files to a package, you must create a new one or activate an existing one.

  • To activate a package is like turning it on so you can Edit its contents or Share it.

To Activate a package:

  1. Click on the package icon in the top right corner

  2. Click on a package from the list and the dot next the package will turn Green to show the package is active. The green dot will also show up in your Inbox next to a previously sent package that you’ve chosen to activate.

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You can also click the package icon when in the asset viewer on the right panel. This will show the assets in the current active package. Assets in the package can then be edited as seen above in this Help module.

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