DataBank Software User Manual

DataBank is a modern Digital Asset Management (DAM), Online Catalog Showcase, and Multichannel Marketing platform engineered specifically for vendors, brands, manufacturers, and distributors.

In traditional business workflows, enterprises struggle with scattered marketing assets—high-resolution product photography, specification sheets, PDF brochures, video reels, certification documents, and social media promotions lost in email threads, cloud folders, or messaging apps. DataBank consolidates your entire digital footprint into a singular, structured, vendor-governed repository accessible anytime from desktop or mobile devices.

Operating through DataBank delivers measurable competitive advantages across sales cycles, marketing execution, client relationship management, and data security:

Understanding how information flows through DataBank will help your team structure data properly for maximum leverage. Below is the end-to-end data lifecycle:

Many vendors manage multiple sub-brands, business units, or corporate entities under one roof. The Companies Master allows you to register each business identity.

How to Use Companies:

1. Navigate to Companies from the sidebar menu.
2. Click Add New Company. Enter Company Name, Code, Email, Phone, Website, Address, and an optional Description.
3. Set the Status to Active.
4. Why this matters: Once created, your social media posts, catalogs, and marketing campaigns can be mapped directly to each company brand, unlocking company-specific analytics in your reports.

DataBank organizes your items into an intuitive 3-tier taxonomy that powers your public web catalog and enables rapid document search.

The Documents module is the core engine of your data repository. You can store any file type: high-resolution images, PDF brochures, CAD drawings, spreadsheets, certifications, and video files.

All Document Possibilities & Operations:

Sharing assets seamlessly with external clients, retail buyers, and agents without forcing them to register is one of DataBank's greatest strengths.

Method A: Your Vendor Public Digital Catalog

Every vendor receives an automated public catalog URL formatted as:
/catalog/{YOUR_VENDOR_CODE}

Method B: Secure Tokenized Shared Links

When you only want to send 3, 10, or 50 specific documents to a client (e.g. quote attachments, exclusive designs, or sample packs):

Coordinate all omnichannel marketing campaigns across your brands from a unified content calendar.

Supported Platforms & Channels:

Key Capabilities of the Social Planner:

• Company Tagging: Link every post to a specific entity from your Companies Master to isolate brand campaigns.
• Handle / Account Name: Save and autocomplete multiple profile handles (e.g. @apex_global, @horizon_retail) to prevent typos.
• Date & Time Precision: Schedule posts with exact target calendar dates and posting times (AM/PM).
• One-Click Status Toggle: Easily switch between Not Posted and Posted directly from the table or gallery without opening the edit screen.
• Visual Media Gallery View: Switch to Gallery View to review all creative graphics in a visual thumbnail card layout with badges and status controls.
• Excel Export: Export your planned campaigns into structured Excel spreadsheets (.xlsx) respecting your active filters (dates, company, platform, status).
• Excel Import with Template: Download a pre-formatted template with sample data, populate hundreds of upcoming posts, and import them in seconds.
• Bulk Media & Creative Upload: Upload dozens of images and videos via drag-and-drop. Automatically links matching filenames to imported records or generates new draft posts on the fly.

Step-by-Step Workflow: Excel Import + Bulk Media Upload

DataBank provides actionable, visual analytics to monitor execution efficiency, client interest, and team performance.

Report 1: Social Media Execution Analytics (/social-media-posts/report)

Access this report by clicking Reports from the Social Media menu or the top action buttons.

All Report Filter Possibilities:

Report 2: Shared Link Client Activity & Audit Trail

Never wonder whether a client actually looked at the documents you sent them.

1. Go to Shared Links in the sidebar.
2. Click the History button on any active link.
3. You will see an exact timeline:
   • Timestamp: Date & exact minute of the visit.
   • Action: Viewed gallery, opened full document, downloaded file, or copied URL.
   • IP Address & Device: Client browser, OS, and IP address.

Report 3: Document Inventory & Export Reports

From the Documents screen, use the search and category filters to narrow down any slice of your digital assets. Click Export to download a formatted spreadsheet containing file titles, categories, product associations, upload dates, tags, and custom attributes for audit or external accounting.