> ## 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.

# Marketing Materials cases

> The back-and-forth process for getting marketing approvals is often something that occurs over email or external channels, resulting in challenges when it comes to maintaining an audit trail or ensuring all the proper channels have been engaged.

## Overview

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

## 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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  <img src="https://mintcdn.com/synctera/a5swk5kvjfrfeuQI/images/docs/image-131.png?fit=max&auto=format&n=a5swk5kvjfrfeuQI&q=85&s=d59bfbf8ae06294892c8e8616fde7dd4" width="2920" height="1022" data-path="images/docs/image-131.png" />
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## Setup

### 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.

<Tip>
  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.
</Tip>

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Group%20and%20User%20Creation.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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### Configuringassignees and escalations for marketing materials

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Fintech%20Configuration%20of%20Marketing%20Materials%20Assignees%20and%20Escalations.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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### Configuring drop down fields

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Fintech%20Configuration%20of%20Drop%20Down%20Fields.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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## Creating cases

### Initial case creation

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Initial%20Case%20Creation.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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### Title description and urgency

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Title%20Description%20Urgency.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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### Attaching files to a comment and submitting for review

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  <video controls className="w-full aspect-video" src="https://cdn.document360.io/dce2753c-5559-4810-a779-e02cfa7763f7/Images/Documentation/Attach%20File%20to%20Note%20and%20Submit%20for%20Review.mp4?sv=2022-11-02&spr=https&st=2025-02-20T19%3A01%3A58Z&se=2025-02-20T20%3A01%3A58Z&sr=c&sp=r&sig=q5jMuaxMhpsz3WJb2B4fw6ZnUJHE%2FZj5cdR4ZnHLrHo%3D" />
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