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NaviGate entry more options
NaviGate entry more options

Initiate numerous actions from the NaviGate entry context menu

Anna Voloshchuk avatar
Written by Anna Voloshchuk
Updated over 4 months ago

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

Copy to My library

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

Make a copy

Before making a copy, you can specify the required metadata for the copied channel/media

The copy is available next to the original

Publish

Send the channel to the target system or your company's public storage through its publication

Available for the email and email fragment channels

Ask for update

Send an update request to the channel/media owner

This action requires confirmation

Details

View the channel/media details, versions, and options

To update the entry information, click EDIT DETAILS

Upload new version

Upload a ZIP archive in the eWizard-compatible format or a media file from your device to update the channel / media

The version middle digit increases

Add to templates / Remove from templates

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 to My list / Remove from My list

Add the channel/media to favorites / remove them from favorites

The selected channel/media appears on the MY LIST tab

Add to Content Pack

Add the channel/media to the selected content pack

You can add the same channel/media to more than one content pack

Add to Portfolio

Add the channel/media to the selected portfolio

You can add the same channel/media to more than one portfolio

Archive

Deactivate the NaviGate channel/media

The entry remains in NaviGate but is removed from templates. Its status changes to Archived. To activate the entry, click RESTORE on the OVERVIEW page

Delete

Remove the channel/media

This action requires confirmation

Export

Export the channel for the required CLM, as a document or application

The export options depend on the channel type you're exporting

Assign users

Share the channel/media with your colleagues

To view the entry collaborators, click in the Assign users pop-up

Manage external materials

Link the NaviGate channel with the Veeva Vault document / unlink the attached material

Not available for the messenger ad channel

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