Projects are Content Automation’s way of arranging a selection of documents into a folder....
Introduction to Content Automation
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
Admins can add users individually or in bulk.
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Teams allow authors to see documents that are only relevant to them.
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.
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.
The reports dashboard allows you to view and print various reports.
Content Automation reports can be downloaded and printed from the dashboard.
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
Content Automation Asset Library
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
You can simultaneously edit multiple documents with shared inputs.
A project kit contains a preset collection of templates that users can add as a starting point when creating their own projects.
You can only add comments inside a document when you're editing it. From the edit screen, select the speech bubble icon next to Inputs....
An External Contributor user role is a once-off invitation to a single project.
Learn to rename your Content Automation projects and documents.
Review how to copy content from one document to another.
An input is a globally accessible tag that gives authors the ability to populate a document with the content.
Flexible templates allow users to resize documents.
From the Projects screen, select the ellipsis of the project you want to archive, then select the Archive option....
Open/edit the document. Select Request Review in the top navigation bar....
Reviews are where a reviewer can manage all requests that have been submitted for approval and monitor any that require changes.
Changing the document reviewer refers to the workflow whereby the initial reviewer for a document is updated to another default reviewer/
Learn the process for canceling review requests on a document that has been submitted for approval.
Review this article to learn about editing documents after they have been exported.
An input is a globally accessible tag that allows authors to populate a Content Automation document with content.
You can select the document to view a downloadable preview or download it straight from the export screen.
Users can duplicate and move documents.
Send printable documents directly to professional printing services.
Duplicating a project allows you to make a carbon copy of it and all its contained documents inside a brand-new project.
Documents can be created by users from their available suite of templates.
There are different settings for privacy and sharing your projects in Content Automation.
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.
Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.
Projects are folders that house a selection of a user's documents.
Content Automation Templating
You can convert an InDesign package into a multi-page drag and drop template in a seamless experience....
Frequently asked questions in regards to InDesign ingest.
Learn how to import/upload your prepared InDesign file into Content Automation and create a template.
Learn how to prepare your InDesign file to be Ingested and converted into a Content Automation Template.
External font stylesheets can be linked to a brand system.
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
After building your template you will want to make it dynamic for your author users.