ESM presets

Article author
Uptick Accounts
  • Updated

An ESM preset is an easy way to group certain types of assets. This can simplify the process when adding assets to certain properties by selecting a certain preset instead of selecting separate assets.

This is a great tool to use if you encounter many similar properties with identical sets of asset types.

For example-- a university, elementary school and day care are all set to the same standards and require the same assets, products or services. To stream line the process of creating assets for each classroom, create an asset preset.  

To edit/add a new preset

Click Control panel > Asset types > Configure ESM presets, then click Create preset.

Config_ESM_preset.png

Click Create Preset

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You'll be taken to a page where you can name your preset, add asset types from the list on the left side by either double-clicking your selection or clicking once then pressing the "Add to selected" button. When you've finished, click the Save Preset button.

Preset_config_elements.png

 

 

To load a preset to a property

Go to a property and click on ESMs > Load Preset

ESM_Load_preset.png

Choose the preset you want to load against the property and click "Load preset"

Load_preset.png

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