Adding approval items
Add the items that require feedback to the approval process, such as images, documents, and templates.
You can add URLs and marketing objects. You can also add items from your computer and the Marketing Operations's asset library.
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You can create an approval process without any approval items or as many as needed.
1.
Create or open an approval process.
2.
Click Add Item(s) to approve.
3.
Add approval items from your computer as necessary.
a.
Select From My Computer from the Add Item to Approve: menu.
b.
Browse to an asset, add comments if needed, and click Save Changes.
4.
Add approval items from the Marketing Operations Asset Library as necessary.
a.
Select From the Asset Library from the Add Item to Approve: menu.
b.
Click Browse, which opens the Asset Library in a new window.
c.
Navigate to the asset you want. Click Accept Asset on the right pane to select it and return to the Add Item(s) to approve window.
5.
Add URLs to the approval process as necessary.
a.
Select URL from the Add Item to Approve: menu.
b.
Enter the URL and any comments.
6.
Add marketing objects to the approval items as necessary.
a.
Select Marketing Object from the menu. Search or browse for marketing objects in the new window.
b.
Click Browse, which opens a new window.
c.
Select an asset and click Accept and Close to return to the Add Item(s) to approve window.
7.
Optionally, add more assets. Click Add More and repeat the steps for each asset.
8.
Click Save Changes on the Add Item(s) to Approve... window.
The window closes.
9.
Click Save Changes on the approval process.
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