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Item card and options
Item card and options

Explore the item card structure and actions available

Anna Voloshchuk avatar
Written by Anna Voloshchuk
Updated over a month ago

Once the item is created, it appears in your Library.

Each card features the item preview, its version, and language.

You can also use the buttons on the item card to perform the following actions:

Click

Action

View your item in Viewer that opens in a new tab

Style the item in Editor that opens in a new tab

View the item metadata and history on the Details page

Unfold the item more options and select the required one

Item more options

Depending on the item type, its more options can cover different functionality.

A complete list of more options for eWizard items allows the following:

Option

Action

Notes

Open

Open a folder

Or double-click the folder itself

Share

Share the item

Two options are available: Share link and Assign users

MLR Acceleration

Validate the content item before sending it for medical, legal, and regulatory approval

Two options are available: Validate and Open MLR Acceleration.

Available for content items when the MLR validation functionality is configured in eWizard

Tag

Add tags to the content item

Available for e-Detailers, emails, and AEM websites

Export

Create a document, application, or item ZIP archive in the target system format

The exported file is available for download with the link in your email

Download source

Download the item in the eWizard format

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Upload new version

Upload the new item version from your device

You can update the item with this option. For correct operation, you need a ZIP archive in the eWizard format

Publish

Publish your item to a target system

For the item approval and its further target use

Test

Check the display of your emails/email fragments on target devices and in email clients

Three QA tool options are available: Send a test, Device simulator, and Compare

Publish (Test)

Publish the tagged content item to the target system for metadata analysis.
Send the broadcast email to SFMC for its further approval in eWizard

Available for e-Detailers and emails when the centralized tagging feature is configured.
Available for broadcast emails when the approve SFMC mailout from eWizard feature is configured and users have proper permissions

Publish (PROD)

Publish the broadcast email to SFMC and schedule its mailout from eWizard

Available for broadcast emails when the approve SFMC mailout from eWizard feature is configured and users have proper permissions

Open in Contentful

Open the content item in Contentful

Available for e-Detailers and emails based on templates developed with the eWizard.js framework for usage in Contentful. Applicable also to content items previously opened in eWizard from Contentful

View to approve

Open the content item in Viewer

Available for e-Detailers and emails when the approval functionality of Veeva Vault documents and SFMC mailout from eWizard is configured

Edit details*

Change the content item metadata

You can change the content item details

Make a copy*

Create the content item copy

You can change the copy metadata. For this, delete the prepopulated values and select the required ones from the drop-down list

Move to

Move the media asset or content item to the required folder

In the Move to pop-up, the available folders are sorted by the latest updates. The recently updated folders appear first in the list

Save as template

Add the content item to templates

Available for e-Detailers, emails, and landing pages

Remove from templates

Remove the content item from templates

Available for e-Detailers, emails, and landing pages previously added to templates

Rename

Modify your folder name

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*In the Edit details and Make a copy pop-ups:

  • For emails, you can change the Type or Target system field values. The lists of options in these fields are interdependent.

  • For banners, you can't change the content item size. However, you can create a new banner of the required size.

After deleting the shared item/folder, all your collaborators lose access to it. When this item/folder is restored, access is resumed.

Emails

Changing the email type in the Edit details and Make a copy pop-ups requires the update of merge tags on the email layout. In such a way, you can ensure the correct behavior of the new email type in the target system. However, we recommend creating a new email of the correct type instead of editing details of the existing email.

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