WalkMe offers customer's a free in-editor assets library to upload, manage, and host the digital assets to be used across their WalkMe implementation.

Access

To access the assets library:

1. Select Settings in the upper right corner
2. Select Assets library from the dropdown

How It Works

Uploading files

To upload files:

1. Drag & drop them into the +Upload frame or select +Upload
2. Select between Upload from computer or Upload by URL tabs
3. Drag & drop your files or select Browse files
   
   
   Anmerkung

   Sehr kleine Bilder können in der Bibliotheksvorschau verschwommen erscheinen.

   
   

4. You can also select +Upload in the upper right corner and select from

   • Upload from computer

   • Upload by URL
     

     • Upload by URL is a new capability which allows to add a file from an external source

     • Files uploaded by URL won't take space in your asset library

Space

• In the lower left corner you can see the amount of space you have left in your asset library

• If you hover over the tooltip, you'll see the total number of assets you have uploaded to your library

Folders

You can now organize your library content in folders. To create a folder:

1. Select +Folder in the upper right corner
   
2. Name your folder and select Create
   
   

3. You can also create subfolders inside your folders

4. To create a subfolder, select the Options menu next to the folder name

5. Select New Folder

Favorites

• You can mark your images as favorite by clicking on the star icon below them

• The images marked as favorites will be displayed in the dedicated folder (on the individual user level)

Sharing assets

To share assets with other systems:

1. Select the assets you'd like to share
2. Select Share
   
   
3. Select the systems where you want these assets to be visible
4. Save changes
   
   Anmerkung

   Wenn Sie ein Konto mit einem System kopieren, das freigegebene Ressourcen hat, werden die Ressourcen nicht kopiert und in der Benutzeroberfläche angezeigt, aber die Links funktionieren weiterhin.

5. You'll see an indication with the number of systems this asset is shared with

   

6. Select View All under Shared Assets to see all your shared content

   

Asset options

• Click on the Options menu of an image to see the actions you can perform:

  • Move to

  • Add to favorites

  • Copy URL

  • Replace

  • Download

  • Delete

• Replace action will update the file everywhere it's used in WalkMe, and the new file will have the same name as the old one

Filters

• You can filter your assets by:

  • Type

  • Location

• You can sort all your assets by

  • Oldest first

  • Newest first

  • Alphabetical order

  • Reverse alphabetical order

Direct access from a Smart Walk-Thru

• It is also possible to access the Assets Library and use uploaded files directly from Smart Walk-Thru steps and popup steps

Accessing from the Visual Designer

• Assets Library can also be accessed from a ShoutOut in the Visual Designer:

  • Open a ShoutOut

  • Click Add+ button

  • Select Image, and drag&drop it to the canvas

  • Assets Library will open

  • Select an image and click Add to Canvas

Technical Notes

Supported file types

• Image: .JPG, .JPEG, .PNG, .GIF, .TIFF, .SVG

• Videos: .mp4, .WebM

• Documents: .DOCX, .PPTX

• Audio: .mp3

• Portable Document Format: .PDF

Supported languages:

• Japanese

Unsupported file types

• .DOC

• .PPT

• .xlsx

Other notes

• Unavailable to "Limited Users"

• Unavailable in the Self hosted package 

• Naming convention:

  • Following special characters are not supported -  :*?>'"<>|+@

• Max single file size: 25MB

• Max storage capacity: 1 GB 

• When you replace a file with a new one, the old file is kept in cache for a few hours. If you want to see the change reflected right away, clear cache and cookies.

• It's recommended to avoid whitespace characters in uploaded files to avoid issues with character encoding
• Uploading assets directly from a computer is disabled in the assets library for FedRAMP as a compliance requirement