Archiving your Customizable Content

Unifyr Support
Unifyr Support
  • Updated

You can archive your activated customizable PDFs and videos to keep your My Collateral list up-to-date and organized. Your archived customizable collateral can be restored at any time. 

Important

Download Only collateral cannot be archived at this time.

There are two ways you can archive your customizable collateral: individually or in bulk.

Archive Individually

  1. Navigate to Collateral > My Collateral.
  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content.

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Click the hyperlinked name of the customizable collateral you would like to archive, to open it.
  4. On the edit view, in the top right-hand corner, click the Archive button.

portal_customized_content_archive.gif

Archive in Bulk

  1. Navigate to Collateral > My Collateral.
  2. On the left-hand sidebar, under Collateral Type, uncheck Download Only to list only customizable content.

    This step may not be required. The Collateral Type filter is not available if you have only activated either customizable or downloadable collateral.

  3. Select each of the customizable assets you would like to archive. Don't click the hyperlinked names of the collateral as this will open them.
  4. On the top right-hand corner, click the Archive Selected button.
  5. You are asked to confirm that you would like to archive these pieces of collateral. Click Archive to proceed.

portal_customized_content_archive_bulk.gif

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