Step 1: Access or Create a Package
Option A: If your client created a package for you
Go to the Active Packages section
Packages assigned to you will be listed here
Click on the package preview tile to open it
Option B: If you're expected to create a package
Click the Create new upload package button from your dashboard
Follow your client's instructions to:
Name the package
Enter required metadata
Define file types/placeholders if prompted
If you're unsure which method to use, check with your client contact.
Step 2: Upload Files to Placeholders
Inside the package, you’ll see upload placeholders — these represent the files your client expects
Click Select files to upload under each placeholder
Drag and drop or browse for your files
Wait for the upload to complete — you’ll see confirmation when it’s done
Note: When using a client-provided package, placeholders and metadata are already pre-set.
Step 3: Check for Missing Metadata
Some assets may require additional metadata
If anything is incomplete, you’ll see a warning at the top
Toggle Only assets with missing metadata to quickly review incomplete entries
Click into each asset to complete the required fields
✅ Step 4: Send the Package for Approval
Once all required files are uploaded and metadata is complete, the Send for approval button will activate
Click it to submit the package to your client for review
If it stays greyed out:
Check for any missing metadata
Ensure all placeholders are filled
What Happens if Your Package Is Rejected?
In the event your package is rejected, you’ll receive an automated email with:
The reason for rejection
What action is required to correct the issue
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