Projects are Content Automation’s way of arranging a selection of documents into a folder....
Introduction to Content Automation
Content Automation is a content, brand, and marketing production tool.
This help article serves as your jumping off point with everything you need to know for getting started with your Content Automation acco
Learn how to set up your Content Automation brand.
Learn how to navigate the platform as an Author or Contributor.
There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.
Learn how to log in to your Content Automation account.
Learn how to switch between your Content Automation accounts.
We love hearing from our users about ways to improve the Content Automation platform.
Learn how to manage your profile and contact details.
Learn important Content Automation terms.
Learn best practices for your template library.
Learn how to navigate the Content Automation platform as an Admin or Designer.
Content Automation Account Management
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Branding settings such as color palette and logo are adjustable.
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Content Automation reports can be downloaded and printed from the dashboard.
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Featured slides and announcements can help your team stay on brand when creating collateral.
Admins can add users individually or in bulk.
Admins can provide an email address that will be shown to authors when their search or filters in the template library don't match any ex
Teams allow authors to see documents that are only relevant to them.
The reports dashboard allows you to view and print various reports.
Content Automation Asset Library
Team libraries enable team members to access and share imagery relevant to the team/s they are part of.
Asset permissions may be used for either distributing imagery to specific teams or designating specific images to be used in templates.
Users can search the library which is home to all images that can be used within Content Automation templates.
Team libraries enable team members to access and share imagery relevant to the team/s they are part of.
The asset library is a central repository for all the images, logos, and icons used in your documents.
Content Automation Documents and Projects
Review this article to learn about editing documents after they have been exported.
Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.
Projects are folders that house a selection of a user's documents.
Review how to copy content from one document to another.
Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.
You can select the document to view a downloadable preview or download it straight from the export screen.
Open/edit the document.
Select Request Review in the top navigation bar.
Select Reviews, located in the left-hand navigation menu....
Documents can be created by users from their available suite of templates.
You can only add comments inside a document when you're editing it....
There are different settings for privacy and sharing your projects in Content Automation.
Changing the document reviewer refers to the workflow whereby the initial reviewer for a document is updated to another default reviewer/
An input is a globally accessible tag that gives authors the ability to populate a document with the content.
This article will cover sharing documents after they have been exported by using share links.
Learn to locate the correct templates when navigating Content Automation.
Some users require approval before exporting a document.
An External Contributor user role is a once-off invitation to a single project.
Learn the process for canceling review requests on a document that has been submitted for approval.
Flexible templates allow users to resize documents.
You can simultaneously edit multiple documents with shared inputs.
Send printable documents directly to professional printing services.
Checking for approval status is the process a user will undertake to check the status of their document after sending it for approval.
Learn to rename your Content Automation projects and documents.
An input is a globally accessible tag that allows authors to populate a Content Automation document with content.
A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.
Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.
From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....
Users can duplicate and move documents.
Content Automation Templating
Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.
After building your template you will want to make it dynamic for your author users.
Template descriptions provide template authors with additional context about the templates they are interacting with.
Drag and drop templates empower users with any level of design skill to create and publish their creative templates in a fraction of the
Learn how to import/upload your prepared InDesign file into Content Automation and create a template.
External font stylesheets can be linked to a brand system.
Frequently asked questions in regards to InDesign ingest.