Manage a brand kit and its sources

This topic describes how to rename or delete a brand kit and manage its source documents.

Note

To manage a brand kit and its sources, you need the appropriate role and permissions in Sitecore Stream. Check your App role to see what tasks you can perform.

Rename a brand kit

You can rename a brand kit at any time to keep its title accurate and aligned with your naming conventions. You can also update its description if needed.

To rename a brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the brand kit you want to rename.

  3. In the top-left corner of the page, click the brand kit's name.

    Click the brand kit's name and enter a new name.

  4. Enter a new name, then press Enter to save.

  5. Optionally, to update the description, click the text below the brand kit's name. Enter a new description, then press Enter to save.

Edit the details of a brand kit

You can update the name, description, and other settings of a brand kit—except when it's publishing documents.

To edit the details of a brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the brand kit you want to edit.

  3. In the top-right corner of the page, click horizontal ellipsis > Edit Brand Kit details.

  4. In the Create brand kit dialog, update the details as needed, and click Edit to save your changes.

Delete a brand kit

When you delete a brand kit, all source files associated with it will be permanently removed from the system. This action cannot be undone.

To delete a brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the brand kit you want to delete.

  3. In the top-right corner of the page, click horizontal ellipsis > Delete Brand Kit.

  4. In the confirmation dialog, click Delete. A message confirms the brand kit was deleted.

Add a source to your brand kit

You can upload multiple brand documents to your brand kit as needed. Before uploading, make sure your files follow the recommended best practices and guidelines.

To add a source to your brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the relevant brand kit.

  3. To add a document to your brand kit, on the Knowledge tab, click Upload. The documents you upload on this tab are used by Stream to extract and generate your brand knowledge.

    Click Upload to add another brand document to your brand kit.

  4. In the Add source document(s) dialog, click Select PDF to choose your brand document in PDF format.

    Tip

    Make sure your files follow the recommended best practices and guidelines before uploading.

    Important

    We prioritize data security. All brand documents uploaded into the brand kit follow our data privacy and security policies.

  5. To upload another document, click Select PDF again. Otherwise, click Confirm.

    After uploading, the new document appears with a Draft status on the Knowledge tab.

  6. To process the uploaded document, on the Knowledge tab, click Publish. The system automatically selects documents that have not been processed or published.

  7. In the Publish dialog, select the Yes, try to populate sections check box if you want AI to automatically fill brand kit sections based on the uploaded document.

    Note

    If you don’t select the check box, the document will still be processed and added to your brand knowledge. You can populate the brand kit sections later using the Enrich from knowledge option.

  8. Click Publish to start brand ingestion. Stream will analyze the document page by page, extract relevant content, and add it to your brand knowledge. This process vectorizes the document, making it available to AI tools like Stream copilots. If you chose to populate the sections, Stream will also fill the brand kit sections with content.

    Publishing might take a few minutes depending on the file size. When it's finished, you'll see:

    • On the Knowledge tab, the uploaded document will show a Published status.

    • On the Sections tab, the brand kit sections will be automatically populated with relevant information from your brand knowledge.

    • On the Brand Kits page, the brand kit will also display a Published status.

    After publishing, the uploaded file has Published status.

Delete a source from your brand kit

You can delete a brand document from your brand kit if it’s no longer needed or was uploaded by mistake.

To delete a source from your brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the relevant brand kit.

  3. On the Knowledge tab, select one or more sources you want to delete, and then click Delete.

  4. In the confirmation dialog, click Delete. The source is now removed from the Knowledge tab.

Search for a source in your brand kit

You can search for a source in your brand kit by its name or use filters to quickly narrow results by status, section, or file type.

To search for a source in your brand kit:

  1. In the Stream navigation menu, click Brand kits.

  2. On the Brand Kits page, click the relevant brand kit.

  3. On the Knowledge tab, in the search field, enter the name of the source file.

  4. To refine your search, apply the following filters:

    • State - filter by the source's status, such as Draft, Queued, Published, or Failed.

    • Sections - filter by the brand kit sections associated with the file.

    • File type - filter by file type.

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