Need to modify a number of Assets fast? A .csv file is your friend!
💬 Note: Only Administrators can Update Assets in Bulk.
You can only update an asset via the CSV file if you have the correct access level. To confirm this, check the Full Access or Edit columns in the CSV:
• If your name is listed under Full Access or Edit, you can update that asset.
• If a team name is listed, and your user account sits within that team, you can also update that asset.
• If neither your name nor your team is listed, you will not be able to update that asset, even if it appears in the CSV.
If you want to update a range of items in your Asset Library in one single pass, then the best way is to do that via changes to a .csv file, using Sesimi's bulk update feature.
Note: this feature is limited ONLY to the following Asset fields:
Asset Name
Tags
Terms Expiry
Details of Terms
Data Records
Categories
Notes
Description
Here's how you do it:
First of all, you need to download a .csv file of the Asset Library, so you can make the relevant changes. Click on your profile icon (top right) and select Settings.
Select the Account tab.
Alongside Bulk asset actions, select Export. This will trigger a window advising you that Sesimi will be sending you a .csv file of the Asset Library to your email address. Select Export csv.
Go to your email address and check for an email from Sesimi - subject: 'Sesimi bulk asset export'. Click on the Download button to download the .csv file to your computer
When you open the .csv file, you are ONLY able to change the following fields:
• (Asset Name)
• (Tags)
• (Terms Expiry) Note: Must be in UTC format (e.g. 2023-09-25T14:00:00.000Z)
• (Details of Terms)
• (Data Records)
• (Categories
• (Notes)
• (Description)
Note: Once you have made your changes, you must delete the following columns before you upload your updated csv file:
• Type
• File Name
• URL
• Format
• File Size
• Permissions
After you have added information to fields and deleted the columns as shown above, save your .csv file, then return to the Account tab in the Settings window in Sesimi. Alongside Bulk asset actions, select Upload to upload your revised .csv file. This will trigger a window allowing you to choose the revised file on your computer.
Once uploaded, Sesimi will then apply your new data against the Assets you selected in the .csv file.
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