Publishing and Approval in SMS Templates

The system has three User roles, each with specific privileges. Administrators can solely view and manage the system configurations. Designers have the authority to create email templates and submit them for testing and approval. Publishers, on the other hand, are responsible for approving the tested email templates before making them available for production use. 

For sending the SMS template to Approval and Publishing, follow these steps:

1. After completing designing the template, hover over to the top right corner of the page and click on the "Version" button. Select "Send for Testing" from the drop-down list.

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2. This will open up a model to choose between the available channel options. Choose SMS and click on the "Send for Testing" button.

Note: A Designer will not have the privilege of Testing and approving the template , unless or until the Publisher himself sends the document for Testing.

3. Now click on the Version button once again and select "ENVS" which will show us versions awaiting for approval. Click on "Request for approval" which can be found on the top-right corner of the page. 

4. This will open up a model to choose between available channels like it did while sending the document for testing. Repeat the same here by selecting the SMS Channel and click the "Request for Approval" button.

5. Once the testing is completed, the same process is repeated again for publishing the document where the Publisher approves the template by clicking the "Publish" button and the document is made available for production use.

Info: Publisher can also see the list of documents that are awaiting approval by clicking on the checkbox "Waiting for Approval".

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