Adding approval items

Add the items that require feedback to the approval process, such as images, documents, and templates.

About this task

You can add URLs and marketing objects. You can also add items from your computer and the Marketing Operations's asset library. You can add Marketing Operations forms to approvals in the workflow, but not in stand-alone approvals.
Note: You can create an approval process without any approval items or as many as needed.

Procedure

  1. Create or open an approval process.
  2. Click Add Item(s) to approve.
  3. Add approval items from your computer as necessary.
    1. Select Add Item to Approve: > From My Computer.
    2. Browse to an asset, add comments if needed, and click Save Changes.
  4. Add approval items from the Marketing Operations Asset Library as necessary.
    1. Select Add Item to Approve: > From the Asset Library.
    2. Click Browse, which opens the Asset Library in a new window.
    3. 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.
    1. Select Add Item to Approve: > URL.
    2. Enter the URL and any comments.
  6. Add marketing objects to the approval items as necessary.
    1. Select Marketing Object from the menu. Search or browse for marketing objects in the new window.
    2. Click Browse, which opens a new window.
    3. Select an asset and click Accept and Close to return to the Add Item(s) to approve window.
  7. If you are adding approval items to a workflow approval, add forms to the approval items as necessary.
    1. Select Marketing Operations Form from the menu.
      A new menu appears containing forms that are associated with the template. This menu contains only forms that your administrator associated with the template.
    2. Select a form from the menu.
  8. Optional: To add more assets, click Add More and repeat the steps for each asset.
  9. Click Save Changes on the Add Item(s) to Approve window.
    The window closes.
  10. Click Save Changes on the approval process.