Depending on the NaviGate entry status and ownership, its more options menu can cover different functionality. The NaviGate entry owner has the fullest option list for Live
entries.
To open the entry more options, select its card and click the following button.
Here is a complete list of the entry more options in NaviGate:
Option | Action | Notes |
| Add the channel to My library as an eWizard item | For the live channels added to templates, except for briefs, you can set the required metadata in the Create new pop-up |
| Before making a copy, you can specify the required metadata for the copied channel/media | The copy is available next to the original |
| Send the channel to the target system or your company's public storage through its publication | Available for the email and email fragment channels |
| Send an update request to the channel/media owner | This action requires confirmation |
| View the channel/media details, versions, and options | To update the entry information, click |
| The version middle digit increases | |
| Add the channel to templates / remove it from templates | The added template appears on the TEMPLATES tab and also in the Create new pop-up in eWizard |
| Add the channel/media to favorites / remove them from favorites | The selected channel/media appears on the MY LIST tab |
| Add the channel/media to the selected content pack | You can add the same channel/media to more than one content pack |
| Add the channel/media to the selected portfolio | You can add the same channel/media to more than one portfolio |
| Deactivate the NaviGate channel/media | The entry remains in NaviGate but is removed from templates. Its status changes to |
| Remove the channel/media | This action requires confirmation |
| Export the channel for the required CLM, as a document or application | The export options depend on the channel type you're exporting |
| Share the channel/media with your colleagues | To view the entry collaborators, click in the |
| Link the NaviGate channel with the Veeva Vault document / unlink the attached material | Not available for the messenger ad channel |