Attachment markup types in IBM® Marketing Operations

You can use markup tools to add feedback directly on top of an attachment. IBM® Marketing Operations has two different methods for marking up attachments: native Marketing Operations markup and Adobe markup. Your administrator chose one of these methods for markup during installation.

IBM® Marketing Operations users can mark up attachments for plans, programs, projects, and marketing objects in either of the following ways.

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

Marketing Operations can be set up to use native markup function, which allows 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 websites

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

For both types of markup, note the following behaviors.

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

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.

Native markup for websites

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

IBM® native markup does not support markup on websites that include or are built entirely in 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 to uploading HTML files, consider a URL to link to externally hosted content.

Marking up attachments

Adobe Acrobat markup in IBM Marketing Operations