🎨 Brand Assets & Documents

What is it?

This area gives you a beautiful and convenient spot to store all of your MARKETING files. This is probably NOT where you are going to save all of your daily files. This is a great spot to put all of the marketing information that any contractor for your business might need to know!

Usability Checklist

Have you done all of this?

• Uploaded all of your marketing related assets & documents
• Created new asset/document types as needed

How do I use it?

Note that this area is intended for business documents that people on your Marketing team may need access to. There is a separate area for personal documents. You can manage all business documents in the "All Documents" section of the Executive Interface.

1. Click "🎨 Brand Assets & Documents"

2. You'll see different tabs across the top for the different types of assets and documents that your marketing team likely needs to see. Remember that all of these are visible in the Executive: All Documents page, but this is a subset JUST for the marketing team.

View Details

3. To open up details, click an asset.

4. You can change all information in this details pane.

Tip: Tip! A Canva design is included for you that fits the Airtable Gallery View!

Change Views

5. You can view these asses and documents in both Gallery view and List view.

Create New Asset

6. Click "Add Asset"

7. Fill out the form and click "Add Asset"

There is a default list of document/asset types already created for you, but you may need to customize this list to your business. Here's a tutorial on how to do that specifically!