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 | β |
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. | Available for e-Detailers and emails when the centralized tagging feature is configured. |
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 |
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 | β |
*In the Edit details
and Make a copy
pop-ups:
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.