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EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Roles and responsibilities
This section identifies the roles and responsibilities of users who access EngageOne Compose.
Project manager

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
- Overview
- Getting started
- The Home page
- Finding, organizing and selecting
  EngageOne Compose provides facilities to help you create documents quickly and efficiently.
- Roles and responsibilities
  This section identifies the roles and responsibilities of users who access EngageOne Compose.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Project manager

As a Project Manager you will be responsible for creating projects to manage the review and approval of templates created in EngageOne Designer.

You will typically:

Create a Project.
Add templates to the project for inclusion in review processes.
Add review processes containing review steps. Review steps contain details to be checked by an assigned reviewer.
Associate review processes to templates included in the Project.
Close the Project when all templates have been approved and merged in Designer.

To access the required administration features select the Projects icon from the navigation bar on the upper part of your screen. Refer to Design Review and Approval for further information.