Home
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.
Projects
Projects contain asset and review process associations, allowing for the controlled change of EngageOne™ Designer assets using review and approval workflows.
Closing projects

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

Closing projects

A project manager will close a project when all of the project's assets have been approved and merged. Note that once a project has been closed, it will no longer appear on the Projects page.

To close a project:

Select the required project from the Projects page.
Click on the Mark Complete option to close the project from the Project Details page. Note that the Mark Complete button is disabled until all associated projects have been merged. Projects cannot be merged in Designer until all assets associated to the project have been approved. The project will also be removed from the EngageOne™ Designer repository.