Applies to: Power plan only.
Flex Portal Draft Review makes reviewing drafts a breeze. You can easily leave comments, request edits, or approve drafts all within the platform.
Accessing and Understanding Draft Review
You have two options to access your drafts for review. The first is in the Draft Review section on your main Dashboard. The second is from the Draft Review tab.
- You will see the Draft Review tab on the left hand navigation. Select Campaigns > Draft Review to be taken to the draft review dashboard.
- On the dashboard you can see all of the drafts that are ready for your review.
To view a specific piece of content from either option, select the content name.
Once on the draft, you can view information about the content that you are reviewing. You will see the draft of the content, the version, and the caption for the content.
You will also see an option to download the content.
- To download content, select the
icon next to the image name. The download will be sent to your downloads folder on your device.
Under the additional details, you can see the Contact Name, Campaign Name,
the users Platform that was selected, and the Content Type. These will showcase who has created the draft, the campaign it originated from, the platform that the content will be posted on and the type of content that is going to be posted.
The deliverable section will showcase the content that was requested. You can see the draft due date, final content due date and any requirements.
Submitting Content to Portal Clients
Important Note: Make sure that you have invited your reviewers to your Organization as Account Clients before starting this process.
After you have made your preliminary revisions with your creator, you are ready to send drafts to your clients for review. On the right-hand side of your draft, you will see the option to Review with Portal. By selecting Review with Portal, you can choose your reviewers, set a deadline for them to review and send them a message.
Please note: The review deadline will not remove the draft from the reviewers view once it hits. They will still have access to review the content.
- Enter in your review deadline and your message to the reviewers. Once finished select, Set Reviewers.
- You will see the reviewers that have been added to your Organization. Choose which users you would like to review and then select, Share with Portal.
Once sent, on the right-hand side, you will see your comments sent to the reviewers. You can leave new comments by entering your comment in the box provided and selecting Comment.
Important note: If you would like to chat back and forth with the reviewer regarding your draft, do not select the Request Revision option at this time. The reviewer will be able to see your comments and respond.
After the reviewer has sent back the draft, you are ready to send your revisions back to the creator. Select the Request Revision option. You can then enter in your reason for requesting the revision in the box provided or select Request Revision.
Please note: The creators will not be able to view any of the comments left by you or the reviewer during their review process.
If the draft provided does not require any revisions, select Approve Draft and then Approve Draft. The creator will receive an email alerting them their draft has been approved. They can submit their final content once their publishing window has opened.
