Summary
The Request Approval option within Studio assists Admins and Content Designers to manage the content being exported from Studio Advanced. Please note, Request Approval is available for the variations of a design, and not for the design itself.
Who?
This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.
Once Studio Advanced is enabled, users with the Admin or Content Designer permission can enable the design Request Approval.
Why?
Enabling the Request Approval option allows Studio Advanced users to maintain control of the design variations being created. The flow is created to allow approvers an extra check before content can be exported.
How?
Enabling Request Approval
- Navigate to Studio.
- Create a new design or template, or edit an existing one.
- Select the Design tab in the righthand sidebar, and click Request approval.
- Enter the users, groups, or permission profiles who should review and approve the design and click the name in the dropdown.
- Click Publish to save the changes.
Request Approval As An End-User
- Navigate to Studio.
- Open the design variation you wish to export.
- Select the Request approval button in the top right-hand corner.
A pop-up will open showing the article reviewers assigned to the design, and give the user the option to comment on the variation(s) being exported.
- Click Request approval from within the pop-up. Your request will be emailed to the approver(s) with a link to the content needing review. After you send the design for approval it will be locked unless it is in the edits requested status.
Note: The comment left in the pop-up will not be attached to the email sent to the reviewers.
Understanding Statuses In Request Approval
In Review
Designs that are pending approval have an In Review status. Reviewers can edit the variation, export, approve the export, or send it back to the user that submitted the export request with edits requested. .
Edits Requested
In this status, the design is resubmitted for approval after the requested changes have been made.
Approved
When the variation reaches the Approved status the creator can export the design variation, download it, or send it to the waiting room, depending on the export options set in the design.
Note: Users cannot make changes to design variation(s) after they are Approved.
Viewing The Status Within The Design
- Navigate to Studio.
- Select the design you would like to view the status of.
- View the status in the top righthand corner. Hover over the status to review the comments.
Viewing The Status Within The Shared With Me View
- Navigate to Studio.
- In the lefthand sidebar select Shared with Me.
- Optionally filter designs by Draft, In Review, Edits Requested, Approved.
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