Assets Request for Approval

Here are the steps to follow to properly use the Request for Approval feature of your EMShare application:

Requester

First of all you need to have a valid email address on your DAM profile page. Select one or more assets to add to your cart like following: Once you've placed all the assets you want to be approved into your Cart, hit the Cart button  on the far right of your screen, then hit the Checkout button and agree to the terms and conditions. Once approved, you will receive an email containing a link to download the assets. By default that link is set to expires within 30 days after its creation date.

Approver

You firstly need to disable the Download Original and Download Additional Sizes permissions for the Role your users will belongs to in aim to not allow them to be able to download any asset without previously requesting for your approval. You also need to set the Default Request for Approval Admin Email in your catalogsettings to be able to be notified once a user submit a request for approval. You can set your own Terms and Conditions as follows:

1. Enable the Edit Mode by hitting the top right corner magic square and select Edit Mode

2. Do as if you were a normal user wanting to request an approval for a checkout (see first part of the article above) and once hitting the Checkout button, you might see a popup asking you to agree the terms and condition, you need to click on the first icon right above the text, then make your changes and save them: You can review your pending request for approval in the Orders module in the top navigation menu: Pick one order, hit the Items subemenu to review the assets: Then go back to the Details view, select the Approved or Rejected option from the Checkout Status dropdown:   Once done, an email will be sent to the requester which contains a link to download the assets. By default that link is set to expires within 30 days after its creation date.