Understanding Digital Records

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

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

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.

Dwelling Records

Dwelling Records are used to group and organize assets into collections for internal collaboration or structured external sharing via Portals and Showcases.

Dwellings can be either public or private:

Portal Records

Portal Records provide secure, branded environments for sharing digital assets with external audiences. Assets can be shared directly, or through folders, Dwellings, or other organized structures.

Portals do not require linkage to Account or Contact Records. However, when connected, engagement tracking extends to those records. Regardless of linkage, activity tracking is always available on the Portal itself.

Showcase Records

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.

Copyright Records

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

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.

Subassets are supporting files tied to a parent Asset. They are useful for:

Other Record Types

Conclusion

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.

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