About the IntelligenceBank DAM Connector for Outfit

Overview

The IntelligenceBank DAM Connector for Outfit makes it easy for document creators in Outfit to:

• Authenticate to your IntelligenceBank platform directly from Outfit, including via SSO.
• Browse IntelligenceBank folders, image assets and associated metadata for use within Outfit.
• Export finished and approved branded Outfit outputs into IntelligenceBank for broader access and distribution.

To enable the IntelligenceBank DAM Connector for Outfit, please contact directly your Outfit Customer Success Manager.

Configuration

To get started, connect your IntelligenceBank account under Settings > Integrations. Import and export of assets from / to IntelligenceBank are configured separately. Both options are optional, depending on which integration workflow(s) you want to enable within your Outfit platform.

Import

Import assets from IntelligenceBank to use in Outfit templates.

• Enter your IntelligenceBank platform URL.
• Enable User Level Auth if you would like users to login to IntelligenceBank with their own account, and browse assets according to their IntelligenceBank permissions.
• Alternatively, leave this option disabled to configure a single system user which will determine what IntelligenceBank assets Outfit users can see and insert in documents. If this option is selected, enter their login credentials and click Connect to validate the authentication.

Export

• Enter your IntelligenceBank platform URL.
• Configure a single system user which has Publish permission to the destination Folder you would like the Outfit documents to be sent to.
• Input the Id of the destination Folder. The Id can be retrieved from the browser URL when visiting the Folder from IntelligenceBank:
  • e.g. https://{{platform_url}}/resource/folder/index/c3c7c5a24e7fd59f37983f311a740f8f

Importing IntelligenceBank Assets

End users can access IntelligenceBank Assets from within the Outfit Assets area, or directly within templates when inserting or updating an image element.

If User Level Auth authentication is enabled, the user will need to authenticate to their IntelligenceBank account (including via Single Sign On as configured in IntelligenceBank).

Once authenticated, the user will be able to browse and search their IntelligenceBank content, which will reflect their permissions, exactly as set within IntelligenceBank.

If System Level Auth is enabled, the permissions will reflect those of that user in IntelligenceBank.

A user can also display the basic metadata and a preview of an asset by simply clicking on its thumbnail, which will load the Asset Info panel. A download action is also available under SOURCE.

When editing a template, the IntelligenceBank Assets library will be available whenever a user has the option of replacing and /or selecting an image for use in the template.

Export Outfit Outputs to IntelligenceBank

Once the outputs are saved and exported within Outfit, you can export them individually to IntelligenceBank from Exports area.

Under the Download dropdown, simply click Send to IntelligenceBank Assets (or the name set in the Configuration area) to trigger an upload to the defined destination folder.

Future enhancements under consideration:

• Apply additional attributes to the created Resource metadata (currently, it is limited to {{project_id}}_{{OutputName}} as the Resource Name).
• Additional folder destination options (e.g. user selection, project specific folder creation).

Hyperlinking Outfit from IntelligenceBank

To make it easy for users to navigate from one solution to the other, you can hyperlink Outfit directly from IntelligenceBank either from the navigation menu, a custom landing page, or a Web URL Resource.

If the same Single Sign On is configured in both applications, the user will seamlessly transition from one to the other without requiring to authenticate separately.

Improving the Connector

If you have any feedback on what you would like the connector to do differently or additionally, please get in touch at product@intelligencebank.com.

To learn more about Outfit.io, click here.