Content Automation Glossary of Terms



Admin: A user that has unrestricted access to all areas within the Content Automation platform. Admins are the only users that are able to add users and edit teams as well as access the Account Settings tab.

Announcement: These are customizable messages that are composed in the Content Automation Platform. Announcements can be sent to all users and teams, or specific users or teams. Once sent, the users will receive an email. 

Author: a user that has access to edit and change particular inputs and assets within a document, based on a template that has been created by the client for use. 


Content Automation Asset: Image resources that can be uploaded into Content Automation templates. This may include logos, social media graphics, illustrations, photography, etc.

Content Automation Asset Library: The Asset Library is a central repository for all the images, logos, and icons used in your documents.

Content Automation Approval: Approval is given by your default reviewer when they are satisfied with how your document looks. Most documents require approval before the creator is able to export, download, print or share the collateral.

Content Automation Tag: Tags are labels you create to meaningfully group teams so that you can efficiently manage the content they have access to.

Content Automation Template: Templates are files that act as a starting point when creating documents. Templates contain pre-formatted elements to help you design your collateral according to your brand's style guidelines. Each template is populated with and controlled by a number of Inputs that allow users to edit the document's content.


Designer: A user who has the ability to build templates for users within their organization. Designers have edit access to all projects and their documents, as well as access to the Assets and Templating tabs.

Documents: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles, etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval in order to be exported, downloaded, shared, or printed.


Export: Documents converted to their finished file format e.g. HTML files being converted into PDF documents.

Export Delivery Method: Ways users can send exported documents to third-party services e.g. professional printers, asset management tools, and email marketing platforms.

External Contributor: Either a Content Automation user or someone without a login who is given temporary access to a project in order to collaborate on documents with you under a limited scope of use.


Featured Slide: The notification banner that appears at the top of the Projects screen to communicate organization announcements to Content Automation users.

Format: Formats are a set of dimensions and a file format that your template will be exported in. The job of a format is to constrain a template to the set defined dimensions and to export it as the correct file extension.


Input: An input is a globally accessible tag that gives authors the ability to populate a Content Automation document with content. There are various types of inputs that can be utilized to help make documents as customizable, or as stringent as necessary. Inputs come in different types which are appropriate for different forms of content.


Masquerading: Allows Admins to assume a user's account to undertake actions such as troubleshooting and approving documents.


Project: Projects are folders that house a selection of a user's documents.

Project Kit: A project kit is a folder that contains a preset collection of templates that authors can use as a starting point when creating their own projects. 

Public Link: A URL that allows non-Content Automation users to view documents.


Review: To assess something with the intention of approving to allow users to export their document(s) The assessment may also involve instituting change/s to the document on the user's behalf and/or requesting changes to be made before approval.

Reviewer: The user who reviews a document, determining if it can be approved or if it requires changes to be made before it can be approved and therefore exported.

Reviews Inbox: Other team members' documents you have been requested to review.

Reviews Outbox: Documents you have created and asked be reviewed by another team member.

Review Summary: A request’s history - including activity and changes made.

Requester: The user who requests a document to be reviewed for approval.


Smart Input: Predefined data that can be automatically populated into a template to prevent a user from entering the content manually e.g. a business email that automatically gets added to all marketing collateral.

SSO (Single Sign On): Single Sign On allows users to authenticate and log in to multiple platforms using just a single login. An organization will typically allow this so the user only has to log in once and access services without re-entering authentication factors. 


Team: A selection of users belonging to a certain department, location or sub-brand.

Template Library: A central repository where all of your organization's available templates are stored in the Content Automation platform. This is where you will go to find and add a new template to your project.

Template Variation: A template variation is a separate version of a template that can be used as an alternative starting point for a document. Template variations allow Admins to enforce restrictions on users' input choices or change a template's default content. This allows Admins and designers to tailor a single template to multiple user bases and use cases.


Workflow: A series of actions performed in a certain order to complete a process or task.

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