Send for Review & Approval

“Magic Form Bot” will send an email with a link, “Action: Send for Approval”, along with the PromoMats document number, once the Master Content Card has been created in PromoMats with all variable content from the Magic Form. 

➢ The email provides the PromoMats Document Number and link to the material in PromoMats. The email also contains the link back to the Magic Form for any changes. 

➢ Review Master Content Card and Send for Approval: 

• Log into PromoMats
• Open ‘Draft’ document and use the existing PromoMats Review and/or Approval workflow process

➢ Move the material to Approved for Production 

Do not move to Approved for Distribution, this document is not for distribution

Edit Master Content Card

If the document is reviewed in PromoMats and Not Approved and changes are requested, users can edit the Magic Form.

• Go to the Magic Form Home Page or use the link in the ‘Action: Send for Approval’ email. 

• Choose “Edit” the form with any changes and then 

• Make any required changes and then choose “Upload for Review”.  

• Repeat the Upload for Review steps and send for review and/or approval in PromoMats until the document is Approved for Production.