Review folder assets and collections

Last update: May 3, 2023

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AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our technical support periods. Find the supported versions here.

Set up review workflows for assets within a folder or a collection and share it with reviewers or creative partners to seek feedback.

Adobe Experience Manager Assets lets you set up an ad-hoc review workflow for assets within a folder or collection, and share it with reviewers or creative partners to seek feedback.

You can either associate the review workflow with a project or create an independent review task.

After you share the assets, reviewers can approve or reject them. Notifications are sent at various stages of the workflow to notify intended recipients regarding the completion of various tasks. For example, when you share a folder or collection, the reviewer receives a notification that a folder/collection has been shared for review.

After the reviewer completes the review (approves or rejects assets), you receive a review completion notification.

Create a review task for folders

From the Assets user interface, select the folder for which you want to create a review task.
From the toolbar, tap/click the Create Review Task icon to open the Review Task page. If you cannot see the icon in the toolbar, tap/click More and then select the icon.
(Optional) From the Project list, select the project to which you want to associate the review task. By default, the None option is selected. If you do not want to associate any project with the review task, retain this selection.

NOTE
Only the projects for which you have Editor-level permissions (or higher) are visible in the Projects list.
Enter a name for the review task, and select an approver from the Assign To list.

NOTE
The members/groups of the selected project are available as approvers in the Assign To list.
Enter a description, the task priority, and the due date for the review task.
In the Advanced tab, enter a label to be used to create the URI.
Tap/click Submit, and then tap/click Done to close the confirmation message. A notification for the new task is sent to the approver.
Log in to Experience Manager Assets as an Approver and navigate to the Assets UI. To approve assets, click/tap the Notifications icon and then select the review task from the list.
In the Review Task page, examine the details of the review task, and then tap/click Review.
In the Review Task page, select assets, and tap/click the Approve/Reject icon to approve or reject, as appropriate.
Tap/click the Complete icon from the toolbar. In the dialog, enter a comment and tap/click Complete to confirm.
Navigate to the Assets UI, and open the folder. The approval status icons for the assets appear in both the Card and List views.

Card view

List view

Create a review task for collections

From the Collections page, select the collection for which you want to create a review task.
From the toolbar, tap/click the Create Review Task icon to open the Review Task page. If you cannot see the icon in the toolbar, tap/click More and then select the icon.
(Optional) From the Project list, select the project to which you want to associate the review task. By default, the None option is selected. If you do not want to associate any project with the review task, retain this selection.

NOTE
Only the projects for which you have Editor-level permissions (or higher) are visible in the Projects list.
Enter a name for the review task, and select an approver from the Assign To list.

NOTE
The members/groups of the selected project are available as approvers in the Assign To list.
Enter a description, the task priority, and the due date for the review task.
Tap/click Submit, and then tap/click Done to close the confirmation message. A notification for the new task is sent to the approver.
Log in to Experience Manager Assets as an Approver and navigate to the Assets console. To approve assets, tap/click the Notifications icon and then select the review task from the list.
In the Review Task page, examine the details of the review task, and then tap/click Review.
All the assets in the collection are visible on the review page. Select the assets and tap/click the Approve/Reject icon to approve or reject assets, as appropriate.
Tap/click the Complete icon from the toolbar. In the dialog, enter a comment and tap/click Complete to confirm.
Navigate to the Collections console and open the collection. The approval status icons for the assets appear in both the Card and List views.

Card view

List view