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Documentation Index

Fetch the complete documentation index at: https://docs.synctera.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

With Synctera, everything occurs within the platform, ensuring all changes and approvals are kept relative to the partnership in context.

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When to use the Marketing Materials case type

The Marketing Materials case type is intended for partnerships that require a seamless experience for sharing for getting approvals on FinTech marketing materials when creating a product offering or updating an existing products’ marketing. A workflow example for a typical Marketing Material Case

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Setup

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Creating groups and users

You can create a number of user groups and users that will automatically be notified of any new marketing material case.
It’s always a good practice to have a case notify a group, in case one or more of your users are not available - and it’s also much easier to add/remove users from a single place when you have a large team.

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Configuringassignees and escalations for marketing materials

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Configuring drop down fields

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Creating cases

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Initial case creation

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Title description and urgency

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Attaching files to a comment and submitting for review