Send to User

OmniUpdate allows you to send a page to another user for review before publishing.

If you have been set up with an approver, instead of a “publish now” button, you will have the option to “send for approval.” You can select your approver from a drop-down menu of OmniUpdate users.

user drop-down

Select “send external email” and they’ll receive an email with a link to your page, where they can either revert your changes, approve the page, edit it, or send it back to you for more editing. They will have the option of sending you an email notification of their action from within the system.

Even if you don’t have an approver, you can send a page to another user in a similar way. The system will include a link in the email where they can preview an unpublished page within OmniUpdate.

Be aware, however, that sending a page will check it out to the user until they take action. Only administrators can cancel this checkout (a note to admins: this can be done under the Admin/Checked Out Content tab, not at the Content/Pages file listing.)

Checked Out Content

Regardless of how you manage your workflow, it’s a good practice to check your pages back in when you’re finished editing. Publishing a page will automatically check it back in, but saving it will not.

You can click on the “Dashboard” tab, then “Current Projects” to see the  list of files checked out to you. They can be checked back in by clicking on the status icon.

 

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