Workspaces can store assets relevant to the application using them. For example, a customer tracking application could store a customer's invoices in the workspace associated with that customer. Assets can include files, links, folders, or integrations to third-party asset management solutions.

Important: Assets shared in a workspace are available to everyone in the workspace, regardless of whether they have access to the underlying asset management solution. Never share assets in unknown workspaces.

TABLE OF CONTENTS

• Types of Assets
• Adding Assets
  • Adding a File
  • Adding a Link
  • Adding a Folder
  • Adding a Third-Party Asset
  • Managing Third-Party Accounts
• Semantic Tags
  • Understanding Semantic Tags
  • Adding Semantic Tags

Types of Assets

The following asset types can be added to a workspace:

• Files - Upload files from your local file system into the workspace. These are stored on the CafeX Platform or the configured tenant storage. 
• Links - Share web-accessible content with members of the workspace by adding links to the workspace.
• Folders - Organize workspace assets by creating and managing folders. 
• Third-Party Assets - Integrate assets from external platforms such as OneDrive, Google Drive, Box, Dropbox, Microsoft Teams, and Slack.

Adding Assets

To add an asset, navigate to the Assets tab at the top of the workspace. Click Add asset and select the type of asset to add.

Adding a File

To add a file:

1. Click Add asset and select Add file.
2. In the file chooser dialog, select the file to upload. The file is uploaded to the workspace as an asset and made available to your app and users.

Adding a Link

To add a link:

1. Click Add asset and select Add link.
2. Enter the URL in the dialog.
3. Click Add to create a link as an asset in the workspace.

Adding a Folder

To add a folder:

1. Click Add asset and select Add Folder.
2. Enter a folder name in the dialog.
3. Click Add to create the folder.

When inside a folder in the asset view, the links at the top of the page provide navigation to parent folders. 

Adding a Third-Party Asset

To add a third-party asset:

1. Click Add Asset and select the desired third-party service.
   
2. If no account is configured, a dialog will prompt you to add an account. Click Add Account and follow the login instructions.
   CafeX will store an access token. Note this token is not your username, password, or credentials, but is independent, allowing the token to be used on your behalf.
3. Once configured, select assets from the third-party solution to add to the workspace.
   
4. If multiple accounts are linked to a service, use the Account dropdown in the top-right to switch between accounts. This drop down also includes the Add Account option. Click this option to add another account for the third-party solution.

Important: Only workspace members can access third-party assets shared from your account.

Managing Third-Party Accounts

The accounts configured for third-party solutions are tracked as part of a user profile. To manage them:

1. Navigate to Profile settings.
   
2. Under the Your application accounts section, you can view, disconnect, or remove accounts.
   

Important: Disconnecting or removing an application account will prevent other users from accessing the third-party assets that have been configured using that account.

Semantic Tags

Assets in CafeX can have semantic tags attached. These tags help the CafeX global search in finding relevant content across workspace assets. CafeX can auto-generate semantic tags from the content of the assets, but users can also add custom tags or categories to further enhance the platform's understanding of the assets. 

Understanding Semantic Tags

Semantic tags categorize assets based on meaning or intent. A category represents a property type, while the tags define specific values associated with that category. For example, a series of books maybe each have categories of people, places, and items. Within each category the book will cover specific types of the category. Taking the example of a category of people, we may have tags such as children, workers, and business people. An asset may have multiple tags within a category. 

Adding Semantic Tags

To add a semantic tag to an asset:

1. Click the Tag icon next to the asset’s name.
   
2. Tags can only be added as part of a category. In the dialog, enter a category name and click Add. The category will appear at the top of the dialog.
3. Select the category and enter tag names to associate with the asset.