Knak has made some changes to the way you approve and discuss emails amongst your team.
Please note this process is for Enterprise licenses.
To start the approval process, go to 'Reviews' at the top of the page and set up your Review Group or add reviewers.
From here, you can select your 'Review Group' or 'Add Reviewers'.
When you choose 'Select Review Group', it will allow you to select the group and add notes to each stage or a general note. For more details on setting up approval groups, click here.
When you select 'Add Reviewers', you can add Reviewers and stages along with notes at each stage.
When the approval group has been set. You will see the stages and the status of the approval.
The reviewer will get a notification that there is a request for an email to be reviewed.
More details on notifications can be found here.
The reviewer can 'Mark as Reviewed' or 'Request Changes'. Marking as reviewed will go to the next person in the queue until all the stages are complete.
'Request Changes' will allow the user to specify the request through 'Collaborate'
Collaborate allows the reviewer to give direct feedback simply by clicking on any part of the email that you want to leave feedback. More details on Collaborate here
The comment will appear on the right side and send a notification to the user.
When it has been resolved, simply click on the checkmark. The user will be able resend the email for review.
When it has been marked as reviewed by all reviewers, the creator will get an notification that it has been approved and marked as reviewed in the email center.
The email approval process is now complete.