Using admation
Learn about admation and how it can help you work smarter in your role.
Creating Projects
- Creating a New Project
- Searching in the Projects section
- Creating Projects from Online Briefs
- Requesting Changes on Submission Briefs
- Manually Creating Projects from Submission Briefs
- Creating a Project from a Collaboration Brief
Creating Deliverables
- What are Deliverables?
- Adding Deliverables when Creating Your Project
- Using the Deliverable Manager Inside a Brief
- Creating Deliverables if You Have Your Files Ready
- Creating Deliverables if You Don’t Have Your Files Ready
- Creating Deliverables with a Website URL Link
Adding Documents to a Project
- Adding Briefs to Existing Projects
- Adding Documents to Projects
- Linking External Website Links to Projects
- Downloading a Document
- Sending a Document as a Message
- Sending a Document for Approval
Submitting for Approval
- Submitting Work for Approval
- Submit a Deliverable for Feedback
- Using the Approval Submission screen
- Using Approval Levels to Submit Work
- Using Continuous Approvals When Submitting Work
- Adding FYI Users to an Approval
Reviewing Work
- Reviewing and Providing Feedback on Work
- Receiving a Document That's Been Sent for Approval
- Reviewing Work as an External or Guest User
- Marking Approval Requests as Read
- Reserving an Approval Item
- Tagging Users in Mark Up Comments
Forwarding for Approval
- Forwarding for Approval or Feedback
- Forwarding Work to External Users
- Forwarding Items as a Batch
- Reminding Users to Respond to a Forward Request
- Viewing and Collating Feedback on a Forwarded Item
- Using an Alternative Way to Collate Feedback
Managing Approvals
- Viewing the Status of an Approval
- Reminding Users to Approve Work
- Editing Approvers in an Approval Workflow
- Editing an Approval Deadline
- Recalling an Approval Request
- Acting on Behalf of Users in an Approval
Uploading Revisions
- Uploading Revisions of Work
- Receiving and Actioning Change Requests
- Generating a Quick Feedback Report
- Generating an Editable Feedback Report
- Sending a Feedback Report via Email
- Uploading Conditionally Approved Work for Review
Managing Resources
- NEW! Timesheets
- Using the Resources Summary View
- Creating Tasks from the Resources Summary View
- Creating a Task from Feedback Mode
- Creating Task Dependencies
- Logging Time Against Someone Else's Tasks
Completing Tasks
Adding Items to Your Cart
Finalising Work to Close Projects
Digital Asset Management
- Searching for an Asset Using Text From the Image or Document
- Using the Digital Asset Libraries
- Viewing Information on Your Digital Assets
- Uploading Assets Requiring Approval to the Digital Libraries
- Uploading and Storing Digital Assets in admation
- Editing Assets in your Digital Asset Libraries
Searching Through the Audit Trail
- Viewing Previous Versions of Work from the Audit Trail
- Finding out when Work was Submitted for Approval Using the Audit Trail
- Reviewing the Approval Workflow for Work Using the Audit Trail
- Reviewing Original Feedback and Comments on Work Using the Audit Trail
- Finding Revision Counts for Work Using the Audit Trail
- Tracking Document Information Using the Audit Trail
Sending Messages
- Navigating Through Your Messaging Inbox
- Creating a New Message
- Marking Messages as Unread
- Editing and Sending Draft Messages
- Grouping Your Messages
- Using Folders to Organise Your Inbox
Managing Leave
Proxy Users
Admin User Guide
- Creating New Users
- Editing Users
- Enabling and Deactivating Users in admation
- Exporting Users out of admation
- Resending Account Activation Emails
- Adding Campaigns
Glossary
- Admation Basic Dashboard Tour
- Admation Dashboard Quick Glossary
- Ad Storage, Asset Library and Cart
- All Approval vs Any Approval for Groups
- All Approval vs Any Approval for Levels
- Campaigns, Projects and Deliverables