Data
Preview and organize assets
This guide explains how to preview and organize assets and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Data.
- You know the client, location, source, or asset type you need.
- You have access to the asset owner, source, date, tags, and moderation status.
Steps
Choose the right scope
Open Data and select the client, location, source, or asset type you need.
Confirm what the page is showing
Check the asset owner, source, date, tags, and moderation status. Make sure the scope and date match the question you are trying to answer.
Preview and organize assets
Inspect an asset's source and metadata, then use folders and reusable tags to make it easier to retrieve.
Open the supporting detail
Preview the asset before you move, tag, or moderate it.
Record the next action
The asset is stored under the right scope and can be found again with the same filters. Save or assign the next step instead of treating the summary as proof that work is complete.
EXPECTED RESULT
What you should see when you finish
- The asset is stored under the right scope and can be found again with the same filters.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Available actions depend on the asset source, file type, moderation state, and your permissions.
The result does not match the source
Return to Data, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Preview and organize assets FAQ
What does “Preview and organize assets” help me do?
Inspect an asset's source and metadata, then use folders and reusable tags to make it easier to retrieve.
How do I know this task is complete?
The asset is stored under the right scope and can be found again with the same filters.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Available actions depend on the asset source, file type, moderation state, and your permissions.