Simple Support Portal
Admation
Admation Knowledge Base
General Information
Creating Projects
- Creating a New Project
- Searching in the Projects section
- Creating Projects from Online Briefs
- Requesting Changes on Submission Briefs
- Manually Creating Projects from Submission Briefs
Creating Deliverables
- What are Deliverables?
- Adding Deliverables when Creating Your Project
- Using the Deliverable Manager Inside a Brief
- Creating Deliverables if You Have Your Files Ready
- Creating Deliverables if You Don’t Have Your Files Ready
Adding Documents to a Project
- Adding Briefs to Existing Projects
- Adding Documents to Projects
- Linking External Website Links to Projects
- Downloading a Document
- Sending a Document as a Message
Submitting for Approval
- Submitting Work for Approval
- Submit a Deliverable for Feedback
- Using the Approval Submission screen
- Using Approval Levels to Submit Work
- Using Continuous Approvals When Submitting Work
Reviewing Work
- Reviewing and Providing Feedback on Work
- Receiving a Document That's Been Sent for Approval
- Reviewing Work as an External or Guest User
- Marking Approval Requests as Read
- Reserving an Approval Item
Forwarding for Approval
- Forwarding for Approval or Feedback
- Forwarding Work to External Users
- Forwarding Items as a Batch
- Reminding Users to Respond to a Forward Request
- Viewing and Collating Feedback on a Forwarded Item
Managing Approvals
- Viewing the Status of an Approval
- Reminding Users to Approve Work
- Editing Approvers in an Approval Workflow
- Editing an Approval Deadline
- Recalling an Approval Request
Uploading Revisions
- Uploading Revisions of Work
- Receiving and Actioning Change Requests
- Generating a Quick Feedback Report
- Generating an Editable Feedback Report
- Sending a Feedback Report via Email
Managing Resources
- NEW! Timesheets
- Using the Resources Summary View
- Creating Tasks from the Resources Summary View
- Creating a Task from Feedback Mode
- Creating Task Dependencies
Digital Asset Management
- Searching for an Asset Using Text From the Image or Document
- Using the Digital Asset Libraries
- Viewing Information on Your Digital Assets
- Uploading Assets Requiring Approval to the Digital Libraries
- Uploading and Storing Digital Assets in admation
Searching Through the Audit Trail
- Viewing Previous Versions of Work from the Audit Trail
- Finding out when Work was Submitted for Approval Using the Audit Trail
- Reviewing the Approval Workflow for Work Using the Audit Trail
- Reviewing Original Feedback and Comments on Work Using the Audit Trail
- Finding Revision Counts for Work Using the Audit Trail
Sending Messages
- Navigating Through Your Messaging Inbox
- Creating a New Message
- Marking Messages as Unread
- Editing and Sending Draft Messages
- Grouping Your Messages
Admin User Guide
- Creating New Users
- Editing Users
- Enabling and Deactivating Users in admation
- Exporting Users out of admation
- Resending Account Activation Emails
Glossary
- Admation Basic Dashboard Tour
- Admation Dashboard Quick Glossary
- Ad Storage, Asset Library and Cart
- All Approval vs Any Approval for Groups
- All Approval vs Any Approval for Levels