Reviewing attachments in Unica Marketing Operations

The markup tools play an important role in the review process, enabling you and others to add feedback directly on top of an attachment. Unica Marketing Operations allows users to mark up attachments for plans, programs, projects, and marketing objects in either of the following ways.

Unica Marketing Operations can open a PDF document in Adobe Acrobat. Users can use all of Acrobat's markup features to make comments, then save the comments in Unica Marketing Operations.

Unica Marketing Operations can be set up to use native markup functionality, which allow users to mark up the following file types.

PDF (each page of the PDF is converted to an image for markup)

GIF

JPG (RGB only, not CMYK)

PNG

BMP

HTML pages and hosted web sites

During installation, an administrator chooses which type of markup to enable throughout the application.

For both types of markup, note the following:

You access the Unica Marketing Operations markup tool by clicking the View/Add Markup link for an individual approval item.

Unica Marketing Operations tags markups with the name of the person who made the comments, so everyone can view all review comments at once, or one reviewer's comments at a time.

About HTML and native markup

You can upload an entire web site for review. However, the following limitations apply.

Unica native markup does not support markup on web sites that include or are built entirely using Flash.

Pages that require server side processing, such as CGI, ASP, ASPX, CFM, do not work properly in the markup tool.

Framed sites are not supported.

As an alternative solution to uploading HTML files, consider a URL to link to externally hosted content.