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Workflow and template management
This section describes the management of workflow and template processes.
Review and approval workflow management

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
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.
- Review and approval workflow management
  - Creating workflows
    A workflow consists of a sequence of connected steps to be applied to a one or more communications. Each step in the workflow defines the users/groups that can approve the step.
  - Viewing workflows associations
- Template Management
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

Review and approval workflow management

Workflows can be associated to:

Submitters - a workflow is triggered when a particular user or group of users submit a communication for review.
Note: workflow/submitter associations are made by workflow administrators.
Templates - a workflow is triggered when a particular template is used to create a communication.
Note: workflow/template associations are made by template managers.
Folders - a workflow is triggered when a template within the selected folder structure is used to create a document review.
Note: workflow/folder associations are made by template managers

Conditional workflow triggers

Workflows can be triggered based on conditions defined for the template in a workflow. These conditions will be driven by variables defined in the template's design. Refer to Specifying conditional workflow triggers