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The Web Client

The brand new Web Client is full of features to make it easier to work with assets without installing the client-side desktop applications. This powerful tool lets you connect to a Zoom repository and view assets from anywhere with only as much as a shared link. Zoom users can do much more. They can upload, edit, clip, or review assets. They can group assets into collections. These collections of assets can be easily shared with Zoom users, external users using email IDs or to anyone anonymously through a link.

All Zoom users that are assigned to a project can log in to the Web Client. The assets displayed are as per the roles and projects assigned to the logged-in user. All asset operations like uploading, editing, cropping, adding text, clipping, commenting or approving are also permission based.

The permissions for collections are managed separately. These are not based on Zoom permissions. Check the Collection types and permissions section for more details.

Let us look at the main sections available in the Web Client – Home, Assets, Collections, Sharing collections and Searching for assets in detail below:

 

The Homepage is shown after login. Alternatively, click the logo Logo imageon the top left of any page to go to the Homepage.

The logo shown here is the default one shipped with the Web Client. To change this logo, configure the Web Client to use a different logo. For more details, click here.

 

The logged-in user’s profile picture is shown in the top right corner next to the notification icon. Click the profile picture to open the User menu. The user may update their password or profile picture by clicking Edit User Profile. The right side panel on the Homepage shows activity and comments in the projects accessible to the logged-in user.

The option to Edit User Profile and update your profile picture and password is available from Zoom 7.1 onwards.

 

Image 1: Homepage showing User menu in the top right

 

If we scroll down, the logged in user’s favorite assets are visible (if the user has favorite assets). To add or remove an asset as a favorite, click the star Favorite on the bottom right of the asset thumbnail. For more details, check the Assets and Collection details sections.

Spotlight assets are also shown if configured by the admin. Admin users can add or remove spotlight assets by clicking Edit in the Spotlight section. Alternatively, add an asset to the Spotlight using the menu on the asset thumbnail. For more details, check the Assets and Collection details sections.

Image 2: Favorite assets and Spotlight on Homepage

 

Uploading Assets

You can upload files conveniently through the home page. Just drop files(s) in the Easy upload box.

Alternatively, click the Share a Filelink. In the Open window, select one or more assets to upload and click Open. The upload status shows Finished and disappears.

From Zoom 7.1, users may also upload assets by dropping on the Assets or Collection detail page. Check the Assets and Collection details sections for more information.

 

Notifications

The bell Notifications is shown on the top right corner of all pages. It shows the notification counts for the user. Click the bell to open notifications panel on left side of the page.

Image 3: Notifications panel

 

In the Notifications panel, view comments for a collection by selecting the collection in the Comments tab. Click any comment to go to the Asset in collection page showing all comments on the asset. The Asset in collection page is shown here.

 

 

The assets page shows all assets available to the logged-in Zoom user as asset thumbnails. Only those assets are shown which are accessible to the user for their role and assigned projects. This is the same set of assets that are visible to this user inside Visual Asset Browser. The user is also allowed those operations on the assets that they can perform in the Visual Asset Browser.

The number of assets visible against the number of assets filtered is shown above the assets display panel. The filters applied are also shown above the assets display. See more about filtering here. Right after the asset numbers is a reload button Reload Assets. It refreshes the assets display so any changes to the assets like additions, deletions, or metadata changes from the last refresh are also reflected.

Assets page is not accessible to anyone outside of your Zoom setup’s userbase.

 

Assets page
Image 4: Assets page

 

In the far right, the Sort By drop-down shows the sort parameters along with sort orders. The selected sort parameter and order are prefixed with a . The thumb size slider next to sort options changes the thumbnail size of the assets. (reset) will restore the display with the default thumb size. The view buttons, List Grid Mosaic are for choosing the way assets are displayed, as a list, grid, or mosaic.

Sorting Assets
Image 5: Display options for assets

 

The Configure View button Configure View on the right corner lets you add/remove metadata that is displayed with the asset thumbs. Zoom remembers these view configurations between successive logins.

Image
Image 6: Display options for asset metadata

 

 

Filtering Assets

The assets displayed can also be narrowed down using filters above the assets display. Select one or more filtering criteria to filter assets that meet all selected criteria. Click CLEAR ALL FILTERS to remove all filters to see all available assets for the user again.

Filters
Image 7: Filtering assets for display

 

These filtered searches may be saved from the Saved Search menu in the right corner. You can also load previously saved searches from the list.

Saving a search
Image 8: Saving and loading asset filters

 

Actions on Asset thumbnails

Some actions may be performed on the asset thumbnails displayed on the Assets page. Favorite or unfavorite an asset by hovering over the asset thumb and then clicking the star Favorite that appears in the lower left corner of the asset thumbnail as shown below.

Favorite an asset
Image 9: Favorite an Asset

 

To rename or delete an asset, hover over the asset thumb and click for a popup menu of options as shown below. A user with admin rights on a project also gets the option to add an asset to the spotlight from this popup menu.

Asset popup menu
Image 10: Asset context menu

 

When you hover over an asset thumb, another option is to select the asset by clicking the select circle in the top right corner of the asset thumbnail. With at least one asset selected, click anywhere on another asset thumbnail to alternatively select or deselect it. After selecting an asset, you can also hold the Shift key and click on another asset thumb to select all assets between the two.

As soon as an asset is selected, a selection menu bar appears above the assets display panel. The selection menu has actions to perform on the selection. From the selection menu, you can choose to delete assets, edit asset metadata, download assets or add assets to a collection.

Click (clear selection) to deselect assets and stop working with the selection. The selection menu bar also disappears.

Assets page
Image 11: Selecting assets

 

If you click the Edit Metadata button after making a selection, the Edit Metadata window is displayed. From this window, you can view and edit metadata values for all selected assets in one go. You can also export metadata for the selected assets to a text file.

Image 12: Editing metadata for selected assets

 

 

If you click the Add to collection button after making a selection, the Add to Collection window is displayed. Enter the name of a new collection or select an existing collection from the drop-down.

Image 13: Adding assets to a collection

 

When you click an asset thumb, the asset details are shown on the asset details page. Metadata details for the asset are also displayed.

You can download the asset by clicking the Download button. You can also download a modified form of the asset, containing modifications that you perform on the asset preview displayed here. You can crop the asset, add text on it, or apply a preset. Presets are selected from the Presets drop-down list. Specify other properties associated with the preset, like width, height, or format. Some or all options are available depending on the preset chosen. The original asset is not modified in the Zoom repository due to these modifications.

For some file formats, you can also create new assets containing these modifications over the original asset.

Image 14: Asset details

 

For video files, you can see a 360 view. You can also choose to download the video asset as it is or a modified form. Choose a preset and its associated options and click Download to download a modified asset after applying that preset.

Image 15: Video asset details

 

All collections accessible to the logged-in user are displayed on the Collections page as collection thumbnails. Unlike the Assets page, the Collections page is also accessible to external guest users. To know more about access rights on a collection, go to the section Collection types and permissions.

For each collection, its name, duration since last updated, and the number of assets in it are shown. You can also filter and sort collections. You can change between list, grid, and mosaic views. The number of collections displayed is shown above the collections display. The reload button Reload Assets refreshes the display so any changes to the collections since the last refresh are also loaded.

 

Image 16: Collections page

 

In list view, the owner of the collection is also displayed to the right. To delete a collection, click the Delete button in the list view. To delete a collection in other views, select Delete from the popup menu in the bottom right corner of the collection thumb.

Not all actions are available to all users of the collection. To know more about user permissions in a collection, go to the section Collection types and permissions.

 

Image 17: Collections in the list view

 

 

Filtering Collections

The collections displayed can also be narrowed down using filters above the collections display. Select one or more filtering criteria to filter collections that meet the chosen criteria. Click CLEAR ALL FILTERS to remove all filters and see all of the user’s available collections again.

Image 18: Filtering collections

 

Actions on Collection thumbnails

Some actions may be performed on the collection thumbnails displayed on the Collections page. For a user that has admin rights to the collection, a collection context menu is also available. Click  on a collection thumb for a popup menu of options as shown below. Only a super admin user or the owner of the collection get the option to delete the collection.

Image 19: Collection context menu

 

When you hover over a collection thumb, you can also select that collection by clicking inside the select circle in the top right corner of the thumbnail. With at least one collection selected, click anywhere on another collection thumbnail to select or deselect it in alternation. After selecting a collection, you can also hold the Shift key and click on another collection thumb to select all collections between the two.

As soon as a collection is selected, a selection menu bar appears above the collections display panel. The selection menu has actions to perform on the selection. From the selection menu, you can choose to delete selected collections. You can also select all collections loaded in the display by clicking Select All.

Click (clear selection) to deselect collections and stop working with the selection. The selection menu bar also disappears.

Image 20: Selecting collections

 

When you click any collection thumb, the details about that collection are shown on the Collection details page. It shows all assets in the collection as well as other details like its status and tags assigned.

The actions that the user can perform with the collection are also visible. These are governed by the collection’s own permissions management. To know more about access rights on a collection, go to the section Collection types and permissions.

A collection’s admin users can add or remove assets from the collection. They can also rename and download assets, rename the collection, update the collection status, add or remove tags, and update collection settings. They can update sharing parameters for the collection, add and remove users to the collection, and change the permissions assigned to existing users of the collection.

All users of a collection can view the collection’s thumb on the Collections page. They can also select and sort assets in the collection and change display views between list, grid, and mosaic. Each user of a collection can see the list of all users of the collection, along with each of their email IDs and permissions assigned.

Image 16: Viewing a collection
Image 21: Viewing a collection in mosaic view

 

In the Collection details page, the collection’s status is displayed right below the name of the collection. Collections can have one of the following statuses:

  • Not Started – no activity has been performed on any asset of the collection since it was created or unhidden.
  • In progress – as soon as an asset is edited, approved, rejected, or commented on, the status of the collection changes to In progress.
  • Hidden – a collection may be marked Hidden by any user who has Admin rights on the collection. A hidden collection’s thumb will not be displayed in the Collections page by default. It is only shown if it is filtered in through any of the collection filters.
  • Approved – a collection may be marked Approved by any user who has Admin rights on the collection. Approved status means that the work has been completed and the collection is ready to use.
  • Rejected – a collection may be marked Rejected by any user who has Admin rights on the collection. Rejected status means that the changes made to the collection have been rejected by an admin user.

Admin users can update a collection’s status by selecting it from the status drop-down menu. Hover over and then click the collection status to see the list of options in the Status drop-down menu. Select a new status from the list of options.

Image 22: Updating collection status

 

 

An Asset in a Collection

When you click an asset thumb in the Collection view page, the asset is shown as part of the collection, with its comments, feedback, and approval/rejection status. You can add new or reply to existing comments. Comments can also be spatially added and seen on top of the asset preview. Successively click Show Comments below the asset preview to view or hide markers for spatial comments on the asset.

The collection’s admin users can edit or delete any comment. Admin users can also approve or reject an asset within the collection.

Image 23: Asset in a Collection page

 

Move the slider below the asset preview to zoom in or out on the preview.

Alternatively, click the resize arrows  on the top right of the asset preview to hide the asset details and comments in the right pane and view the asset in the whole window width. Click the fullscreen arrows  to view the asset preview in full screen. Click EXIT FULLSCREEN to exit the fullscreen mode.

Image 24: Asset in fullscreen view

 

Click the  button on the top right of the details to open its context menu. It shows options to view more details about the asset in the Asset Details page, rename or download the asset, add it to the spotlight, or remove it from the collection (options depend on user’s rights in the collection).

Image 25: Asset detail context menu

 

Video in a Collection

Video assets in a collection can have comments added spatially on different frames of the video. Click any comment on a video to move the slider to the frame where the comment was added. You can also browse spatial comments on frames of the video by clicking previous  and next comment  sliders near the play button.

Image 26: Video asset in a collection page

 

If a video asset has multiple revisions, compare any two revisions by clicking the Compare with Prev. Revisions option from the  menu on the top right of the asset details.

Image 27: Asset detail context menu on a video asset

 

Two latest revisions are selected in the Choose Version window. If needed, select any other set of revisions and click Compare.

Image 28: Choosing revisions to compare

 

The chosen revisions are loaded side-by-side for comparison.

Image 29: Comparing video asset revisions

 

Click Simultaneous Play successively to play the two revisions simultaneously or separately. Click Copy unresolved comments to Right  or Copy unresolved comments to Left  button to copy unresolved comments from one revision to another.

Image 30: Comparing without simultaneous play

 

Click EXIT COMPARE to exit the revision comparison mode.

 

Document in a Collection

Documents in a collection can also have comments added spatially on any page. To add a comment spatially, browse to the desired page and click where you want to add the comment on the page preview. Alternatively, you can also click any of the Visual Feedback buttons    to graphically add a spatial comment anywhere on the page preview.

Image 31: Document in a collection

Click any spatial comment on a document to move to the page where the comment was added. You can also view spatial comments when browsing the document preview page-wise using previous  and next  page arrows.

 

 

These users can access Web Client:

  1. Internal users: All Zoom users who have a role and project assigned to them can log in to the Web Client. This includes concurrent-only users created in Zoom, that do not consume any desktop license. These internal users get to access all areas of Web Client as per their role and project assignment, except the Collections tab. Access to the Collections tab is governed by the collections’ own permissions as detailed in the next section.
  2. External users: These are non-Zoom users that have been invited over email to one or more collections by the collection admin/owner. These users need to first register on the Web Client. After registration, they can access only the collection tab of Web Client as per their permissions in the collection. These permissions are assigned/managed by the collection admin/owner.
  3. Guest/anonymous users: Collections may also be shared publicly where anyone can view the collection anonymously without logging in. A collection’s admin/owner only may choose to create and share this public link.
External and anonymous users can only access the Collection tab. They cannot access any other area in the Web Client.

 

Collections could be either dynamic or static. Static collections contain some selected assets in them while dynamic collections have a filter that automatically picks assets that satisfy the filter criteria.

In the current Zoom release, dynamic collections may only be shared with internal Zoom users. While static collections may be shared with all Web Client users.

No Zoom user can log in to the Web Client unless they have atleast one project assigned, other than the super admin. No Zoom user can access (view) a collection that is not explicitly shared with them, except the super admin or collection owner. So, only those collections are shown that have been shared with the logged-in user.

Zoom super admin can access all features in all collections.

 

To share a collection, click the  Share button on the collection view page. The Share button is only available to users that are allowed to share the collection. This includes super admins, the collection owner, and collection admins.

In the popup window, enter the email IDs, an optional note, scroll down and click Invite Members. Alternatively, click  to get a link to the collection. Share this link as needed.

Image 32: Sharing a collection

 

To change permissions for existing users of a shared asset, click the Current Members tab in the same popup window and choose the desired permissions for an existing user.

Image 33: Changing user permissions in a collection

 

A super admin user will have rights over any collections, even when not listed in the Current Members tab. Adding or removing permissions for the super admin user in the Current Members tab will have no effect.

A user should either be the owner or admin for the collection and also at least have EDIT permission in Zoom to be able to share a collection.

 

 

Enter search criteria in the Search box on top to search within assets names and keywords assigned to assets. You can further filter the search results using the filter drop downs as on assets page. For more details on filtering, go to Filtering Assets.

Image 34: Searching for assets