Digital Records form the foundation of the platform, supporting the management, sharing, and discovery of digital assets. By organizing information around structured record types, the system captures relationships between users, actions, events, and content—enabling a flexible, scalable framework for asset distribution across teams and audiences.
This article introduces the core Digital Record types and explains how they work together to deliver a seamless digital asset management experience.
Account Records store details about client or internal accounts, including user preferences and activity history. In addition to managing access, they support tracking of asset distribution and engagement—particularly when assets are shared through connected portals.
Contact Records store personal or organizational contact details such as names, email addresses, and phone numbers. These records support communication workflows and, like Accounts, enable tracking when connected to Portals.
Portal Records are the primary method for distributing digital assets, supporting both internal collaboration and external sharing. Portals can be configured as Internal or External depending on your needs.
Internal Portals are accessible only to authenticated workspace members and are ideal for collaboration and review workflows. Access is controlled by assigning specific workspace users, and users inherit their library permissions.
External Portals generate a public link for sharing with clients, partners, or prospects. They offer access control options including password protection and email restrictions, along with expiration dates.
Portals include built-in engagement metrics: unique visitors, total visits, and total downloads. When accounts and contacts are linked to external portals, tracking extends to those records.
Portal content can include:
Key relationships:
Showcase Records are used to build curated, visual presentations of digital assets. The current implementation focuses on gallery-style displays—ideal for showcasing campaign content, product imagery, or creative work.
Each Showcase links to a Dwelling, which determines the assets that appear in the gallery. This structure makes it easy to assemble and maintain dynamic presentations using curated content sets.
Showcases are optimized for external audiences and provide a polished way to present assets to clients, partners, or the public.
Note: An upcoming update will change Showcases to use filters instead of Dwellings, removing the dependency on the legacy Dwelling feature.
Note: Dwellings are a legacy feature. For new implementations, use Internal Portals for internal collaboration and External Portals for external sharing. Existing Dwellings continue to function for current users.
Dwelling Records are used to group and organize assets into collections for internal collaboration.
Dwellings can be either public or private:
Key relationships:
Copyright Records capture ownership and usage rights associated with digital assets. These records help enforce compliance with intellectual property policies and guide proper asset usage across teams and channels.
Asset Records represent the core content within the platform—individual digital files stored and organized within the library. These records connect directly to all other record types, enabling enrichment, discovery, governance, and distribution.
Assets can be enhanced with metadata to improve categorization and searchability. Copyrights define ownership and usage terms, ensuring proper rights management. User audit information is available in the asset details view, showing who created and modified each asset.
Key relationships:
Subassets are supporting files tied to a parent Asset. They are useful for:
The platform’s record-based architecture provides a robust and flexible system for managing digital assets at scale. Each record type—whether representing content, collaboration, or contact—plays a specific role in enabling secure, trackable, and impactful asset sharing.
Understanding how these record types interact helps teams unlock the full value of the platform—streamlining workflows, improving control, and supporting richer engagement across internal and external users.