Material Handling

If you haven't already, before completing this setup, give "Overview - Ad Production & Material Status Workflow" a read as that looks at a high level at several of these settings and how they tie together with workflow.

Engage Portal / Material Approval Integration

This section is about what happens to the Production Status of the orders using a material when a client approves/rejects a material online.

The first two settings in here are also used when an internal user approves a material on the material record.

Production Status on Material Approval - When the material is approved in the Advertiser Portal OR via the Material record, order production statuses using this material will be updated to what is set here.

Production Status on Material Rejection - When the material is rejected in the Advertiser Portal OR via the Material record, order production statuses using this material will be updated to what is set here.

New Material Upload Preflight Status - This is only used for customers using the Advertiser Portal and the built in Integration with Twist / Asura. Some clients instead use Interface Link for Preflight Integration and in those workflows Production Statuses will be updated with statuses and this field will not be used.

Notify User / Email User - these settings will put an alert on the CRM alerts for the selected user or send an email to the provided email address when a client uploads material through the Advertiser Portal.

Engage Portal / Production Workflow Integration

The following settings are only used when a client uploads new material or selects existing materials through the Advertiser Portal

Production Status on Pickups - this will be the production status set on the order / issue when a client selects to re-use exiting material for a future issue

Production Status on New Materials - this will be the production status set on the order / issue when a client selects to upload new material for a future issue

Notify User / Email User - these settings will put an alert on the CRM alerts for the selected user or send an email to the provided email address when a client uploads material through the Advertiser Portal.

Preflight / Production Workflow Integration

This is only used for customers using the built in Integration with Twist / Asura. Some clients instead use Interface Link for Preflight Integration and in those workflows Production Statuses will be updated with statuses via Integration Link and this section will not be used.

Artist Workflow Integration

This section is only used by Naviga users who use our InDesign Extention integration. If you are not using InDesign Integration, this section can be disregarded.

Artwork Completed Production Status - When a material is completed in InDesign, this will be set as the Production Status for any orders using that material (in this product)

Preflight on Complete - This is only used for customers using the built in Integration with Twist / Asura. Some clients instead use Interface Link for Preflight Integration and in those workflows the integration with preflight software is driven by production statuses and not via built-in Preflight settings.

Internal Email Notification Form - When the artist completed material in InDesign, a notification email is sent out to one or more people (as determined by the email setting below). The form selected here will be the form used for Internal notifications.

Client Email Notification Form - When the artist completed material in InDesign, a notification email is sent out to one or more people (as determined by the email setting below). The form selected here will be the form used for external/client notifications.

Email Notifications To - There are 4 options in here. You can select one ore more of the choices

• Sales Rep(s) on the order

• Production Controller on the Campaign header

• Production Controller on the Product

• The client (The client person selected for the email will be the production contact from the campaign, which may have been defaulted onto the order from the Brand setup)