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Asset & Deliverable Categories

Structure file uploads inside the Files & Assets module by defining custom asset categories.

Settings: Asset and File Categories

Best Practices for Asset Taxonomies

Section titled “Best Practices for Asset Taxonomies”

Agencies typically establish categories such as:

  • Contracts & SOWs: Formal project agreements and scope documents.
  • Design Deliverables: Wireframes, Figma exports, brand books, and mockups.
  • Technical Specs: API documentation, database schemas, and infrastructure credentials.
  • Client Approvals: Signed milestone acceptance forms and deliverable receipts.