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Upon succesful login to X1, you either have a blank user interface or you will se a default set of workspaces. If the system administrator as assigned a workbench for you, you will already see one or more workspaceswith predefined column views and maybe also some filters added to the search bar.
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Menu | Action / Explanation | |||||||||||
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User name User role X1 version | Mouse over user name to display the group(s) to which the user belongs. The users role in the system, for instance ADMIN, SALESMAN etc. Current version of X1 | |||||||||||
Reset Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting
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Language | Choose a language from the list. Language settings will apply to all texts except those imported from other systems. English is default.
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Logout | Logs you out of ADPOINT. |
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From one or more selected lineitems line items you can right click and open a context menu:
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INFO: Be aware of you might not have all menus in your system since they can be configured pr. system and also is customized pr. lineitem line item and/or workspace |
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MENU | ACTION | ||||||||||||||||||||||
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Approve* | Approves the selected lineitemline item | ||||||||||||||||||||||
Change artist* | Opens a drawer with a list of all artists configured in the system with the opportunity to changed the current artist to another | ||||||||||||||||||||||
Change artist to current* | Changes the artist to current user logged in to the system | ||||||||||||||||||||||
Change deadlines* | Changes deadlines on the lineitem line item on different levels | ||||||||||||||||||||||
Change insertion date* | Changes insertion date on the selected lineitemline item | ||||||||||||||||||||||
Change production site* | Changes the production site on the selected lineitemline item | ||||||||||||||||||||||
Change status* | Changes status from current to another on the selected lineitemline item | ||||||||||||||||||||||
Change writer to current* | Changes the writer to current user logged in to the system | ||||||||||||||||||||||
Check in | Uploads all assets+layout documents from the local Adpoint folder back to the lineitem line item in the system | ||||||||||||||||||||||
Check out | Downloads all assets+layout documents attached to the lineitem line item to the local Adpoint folder | ||||||||||||||||||||||
Delete* | Deletes the selected lineitemline item | ||||||||||||||||||||||
Deliver* | Delivers the digital creative(s) to the adserver (if set up on system) | ||||||||||||||||||||||
Detach | Removes the creative on the current version of the lineitemline item
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Download | Downloads the original creative file on the current version of the order | ||||||||||||||||||||||
Download zipped materials | Downloads all creatives from a lineitem line item as a zipped file | ||||||||||||||||||||||
Opens a drawer with different opportunities on how to manuel send an email regarding the selected lineitemline item | |||||||||||||||||||||||
Find Matching | Automatically filters on some configurable parameters in the Ad Tracking workspace (works here only) | ||||||||||||||||||||||
Generate report | Opens a drawer with a list of possible configured reports to export | ||||||||||||||||||||||
Initiate | Opens a drawer with different opportunities to select the selected lineitem line item ready for production | ||||||||||||||||||||||
Link parent* | Opens a dialogue window where you can type in a lineitem line item which you want to link as a parent to the selected lineitemline item(s) and in that way X1 has a build in feature for composite adds. | ||||||||||||||||||||||
Move to archive* | Moves the selected lineitem line item to the archive | ||||||||||||||||||||||
New note | Opens a drawer where you can add a note (+ set it to public) to the selected lineitemline item | ||||||||||||||||||||||
Open campaign in new tab | Opens the selected n linetimes campaign view in a new tab in the browser | ||||||||||||||||||||||
Open in Indesign | Opens the selected lineitem line item in InDesign for production of the add | ||||||||||||||||||||||
Open in Indesign as read only | Opens the selected lineitem line item in InDesign without influence the production of the add | ||||||||||||||||||||||
Open template | Opens a drawer with a list of self created templates for InDesign | ||||||||||||||||||||||
Pickup | Opens a drawer with the opportunity to pickup creatives and/or asset + layout document from another to selected lineitemline item | ||||||||||||||||||||||
Reprocess* | Reprocessing the selected lineitemline item(s) when there is a material attahed
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Reset artist* | Resets artist on a lineitemline item | ||||||||||||||||||||||
Tearsheet | Opens a tearsheet of the lineitem line item (subject to configuration). A tearsheet is a representation of a creative in the surroundings where it is published - ie on a printed page or on a website. | ||||||||||||||||||||||
Upload | Opens a purple menu on top of the lineitem line item wherefrom it’s possible to click on either creative or assets.
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Search by this value | Creates a search/filter on that specific content of a column in the search bar
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Pin to top | Pins the selected lineitemline item(s) to the top of the user interface
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Pin to bottom | Pins the selected lineitemline item(s) to the top of the user interface
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INFO: * = Can also be used on multi selected lineitemsline items |
Selecting and clearing selected lineitemsline items
Selecting one or more lineitems line items make it simple to apply the same action to all selected items. There are several ways of selecting/clearing selected lineitemsline items. When a lineitems line items is selected it will have a light blue background color:
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When having more than one lineitem line item selected, the search bar turns light blue and gives you following options to the left:
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List of how to select/unselect lineitemline item(s):
Select one lineitemline item | Click once on a lineitem line item | ||||||||
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Select more lineitemsline items |
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Select separate lineitemsline items | Hold down
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Select all lineitems line items between first selected | Hold down
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Unselect one ore more lineitemsline items |
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HINT: If you want to do a search while having more lineitems line items selected you can just press the ‘loop’ icon in the top left corner and the search bar til appear. |
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Line item pinning
It is possible to pin lineitems line items either to the top or bottom from the context menu (right click on a lineitem line item to access) or the 3-dot menu to the right on all lineitemsline items:
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When pinning one or more lineitems line items to either the top or the bottom, they will be locked in the same position regardless of applied filters and sort orders. In other words, by pinning a lineitem line item you always know where to find it. This is very useful if you want to keep an eye on a specific lineitem line item but still want the rest of the list to update dynamically.
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