Getting Started

Logging In

Brandgility uses an SSO (Single Sign On) system. If you need credentials, please ask your Brandgility system administrator, or contact Elateral.

Throughout the system the content which you can view, edit, customize and order is based on the permission and access control associated with your role. Your role is managed by your Administrator.

The Home Page

The Home page has been designed to be easy to use. You can return to it at any time by clicking the logo in the top left corner, or by selecting the My Account option and then Home.

subpages.

Searching

Brandgility features a powerful Search tool that lets you quickly find the right content.

Accessing Search

You can access Search from any Brandgility page:

• In the top right corner, select .

You can also run a specific search directly from any Brandgility page:

1. In the top right corner, enter a search term into the search box.

2. Press Enter.

Searching by Keyword

You can search for content by keywords.

For example, you can enter:

Viewing Your Search Results

By default, the Search page shows all content items that are available to you based on your role.

Note: If you see the Refresh Results button at the top of the Search page, it means that some of the items displayed have just been modified. Select Refresh Results to update your search results.

Note: The search time is displayed next to the number of matches.

To navigate the search result pages:

• At the top, select

  or .

In the top right corner, you can control how the search results display:

To display the search results in list mode:

• Select .

To display the search results in tile mode:

• Select .

To change the number of items displayed on a single page:

• Select .

To sort the search results:

1. Select .

2. Select:

   • Name to sort the search results in alphabetical order.

   • Modified to show the last modified items first.

   • Relevancy to first show items that match your search keywords best.

Search result tiles

Each content item on the Search page can be one of the following types:

• Template asset

• Sub Template asset

• Preconfigured asset

• Previously Ordered asset

• Configured Output asset

• Static item asset

• Library asset

• Campaign

• Brief

• Sub Brief

To view additional information about a content item:

• On the required item's tile, select .

When the asset is a Parent which has child assets, the following information is displayed about the children:

• Configured output - this informs you that the child asset is added to a Collection

• Preconfigured template - this informs you that the child asset is available on the search page.

You can click the asset name link to view the information flyout of the child asset.

On the child asset, the Parent asset is shown:

To view a content item summary:

1. Select any content item tile. A summary pane opens.

2. Select or to move between items.

To edit a Template or Sub Template:

• On the required tile, select

To preview a Static item, select:

• to preview a static document, including a PDF.

  You can then step through the document by using and .

• to preview a video or multimedia file:

To download a static item (only available if you have the My Downloads permission set):

1. On the required static item tile, select or .

2. The Preview page is displayed for the item.

3. Select .

To delete a Preconfigured or Configured Output assets:

• On the required asset tile, select .

To add an item to a Collection, select . Note: You only see this option if the Collections module is enabled.

The Existing Collections window opens. You can either add the item to an existing collection or create a new Collection.

Filtering Your Search Results

On the Search page, you can apply filters to narrow down the search results.

You can apply multiple filters at once.

You can only see filters that are relevant to the currently displayed content.

To apply a filter:

1. On the left-hand side of the Search page, select a filter type.

2. Check the box next to the required filter. The filter gets applied to the search results.

To clear all filters:

• At the top, select Clear All.

The filters for Content Type, Status and System Type always appear at the top.

Content Type lets you filter searches by the Campaign and Asset types.

Select to see individual Asset or Campaign filters:

Status allows you to filter searches by the asset's status:

• Active (available to the user)

• Inactive (unavailable to the user)

• Expired (no longer available to the user after the expiry date/time is reached)

• Being Created (unavailable to the user, asset not ready yet)

• Being Updated (unavailable to the user, asset currently being updated)

System Type lets you filter searches by content formats, such as Campaigns, Templates, Preconfigured templates and Static items.

Select to see individual System Type filters:

Expire within only displays if the asset expiry date feature is activated. Search for those assets that have an expiry date within the selected number of days.

New within allows you to search for newly created assets. Search for those assets that were created within the selected number of days.

Saving Your Searches

You can save your search and filtering criteria, to quickly perform the same search again.

To save a search:

1. On the Search page, enter your search and filtering criteria.

2. The search results show on the Search page.

3. Below the search box, select Save Search.

4. On the Save Search panel, in Name, enter a meaningful name for your search.

5. Select Save.

Managing Your Saved Searches

You can manage your saved searches and select a default saved search that will always be applied when you open the Search page.

To view your saved searches:

• On the Search page, below the search field, select View Saved Searches.

A list of your saved searches displays:

To use a saved search:

• Click the name of the saved search.

To set the default search:

• In the required search row, select the Default checkbox.

To reorder your searches:

1. In the required search row, select and hold .

2. Drag and drop the row in the desired position.

To delete a search:

• In the required search row, select .

Help

To learn about Brandgility and how to use it, view the Training & Support section within the tool.

As a template author, you can access the following sections:

To access the Training & Support section:

1. From the footer bar, select Help.

2. From the list, select the relevant support section name.

The support section opens.

Logging Off

To log off from Brandgility, select the My Account option and then select Sign Out: