Insites Docs Instance AssetsManaging Assets

Managing Assets

Last updated on January 10, 2025.

This article serves as a guide for the following topics:

  • Using assets
  • File tagging
  • Archiving assets
  • Viewing archived assets
  • Restoring archived assets

Using assets

There are two ways of rendering assets on an Instance:

  • Liquid tags
  • Direct URL

Liquid tags

Liquid tags render HTML for content on pages, templates, and fields in a database layout or details page. To use Liquid tags:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Navigate to the folder where the target file is located.
  4. Select the target file, then find its Liquid code snippet under the "LIQUID CODE" label.
  5. Select the "Copy" icon () to copy the Liquid code snippet.
  6. Paste the Liquid tag as needed on your code.

Direct URL

Use this method to render assets in Markdown. There are two ways to implement this method:

  • Root URL method
  • Relative URL method

To copy the URL from the asset:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Navigate to the folder where the target file is located.
  4. Select the target file, then find its URL under the "URL" label.
  5. Select the "Copy" icon () to copy the URL.
  6. Use the URL as needed on your code.

Root method

The root URL method indicates the full file path to the image, including the base URL. You can use this method to access your images from an external site or Instance. You can use either your custom domain or the system domain. This method references image(s) from a master Instance, which means that whenever an image is updated in a master Instance, images in the child instance are also updated. Usage of the root URL method is demonstrated in the example below:

Relative URL method

The relative URL method ensures that the Instance references images that are in itself rather than the Instance that it was copied from. This method is useful when you want stability in the particular Instance you are developing. Usage of the relative URL method is demonstrated in the example below:

File tagging

You may associate keywords or 'tags' to your files to make them easier to search and filter. To add tags to a file:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Navigate to the file that you want to add tags to.
  4. Select the target file and use the 'Edit Tags' menu bar item ().
  5. Type the tags or keywords you want to associate with this file on the 'Edit Tags' modal.
  6. Select SAVE.

Archiving assets

To archive an asset:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Navigate to the folder where the asset you want to archive is located.
  4. Select the target file and use the 'Archive' menu item ().
  5. Finalize archiving the file using the confirmation modal.
Note

Please note the following system characteristics when archiving assets:


  • Assets can only be archived - not permanently deleted.
  • You cannot delete archived assets.

Viewing archived assets

You may view archived assets on the Instance. To view archived assets:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Select View Archived.

Restoring archived assets

You may restore archived assets so that they may once again be used on the Instance. To restore archived assets:

  1. Navigate to Assets from the main menu.
  2. Select All Assets.
  3. Select View Archived.
  4. Select the file that you want to restore.
  5. Select the 'Restore' icon ().
  6. Finalize the restoration of the asset using the confirmation modal.
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