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Design Review and Approval
Design Review and Approval provides a framework to ensure that new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Assets

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 the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
This describes the editing options that allow you to create 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 that new and existing templates and active content are subject to quality control as part of a structured review and approval process.
- Roles and responsibilities
  The diagram below illustrates the responsibilities of Project Managers, Template Designers and Reviewers and their interactions in the review and approval process.
- Projects
  Projects contain asset and review process associations, allowing for the controlled change of EngageOne™ Designer assets using review and approval workflows.
- Assets
- Review Processes
  Design review and approval processes are defined specifically for a project and are triggered when a EngageOne™ Designer user submits an asset for review. Note that a review process can be applied to more than one asset.
- Reviewing assets
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 test, staging and production environments.
Notices

Assets

An asset can be modified by more than one project at a time. Changes to an asset can also take place outside the scope of a managed project within EngageOne™ Designer. For example, the same asset can be branched in multiple projects at any given time within EngageOne™ Designer. When assets are assigned to a project, the project asset becomes a branched version of the original in EngageOne™ Designer. For the life of the managed project, assets will be unaffected by any changes made to the original or by any other branches of the original. Note that this includes changes applied to the asset by other projects. The project asset is therefore isolated and only contains the modifications that apply to the project. When all assets have been approved, the changes are merged back into the Main project in EngageOne™ Designer, taking into account any changes made by other projects. Any newly created asset will not appear on the EngageOne™ Designerner Main project until the merge has taken place.

Note: Changes to assets across different projects must be managed consistently in EngageOne™ Designer to ensure that expected updates are applied to your asset.