Learn about each type of record in the system, including how they're used, how they relate to other features, and how to manage them effectively.
Manage business relationships by storing contact details, tracking interactions, and linking accounts.
Understand Asset Records as the foundation for digital content with metadata, access controls, and tracking.
Manage individuals associated with accounts, including customers, prospects, and partners with user provisioning.
Manage asset rights information, licensing, and usage restrictions for compliance and governance.
Learn about Digital Records as the platform foundation with structured record types and relationships.
Create curated asset collections organized by theme, project, or campaign with collaboration and sharing.
Share digital assets externally through configurable, branded portals with controlled access and tracking.
Create visual asset galleries with public or private presentations and customizable, engaging displays.