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Excerpt

Archiving

If the Cascade version (so, this does NOT pertain to end users viewing your email) of your email will not continue to be reused, remember to archive it by moving it to your school's or department's _archive folder. 


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Step 1: Select, Right-Click, and Move

  • Select the asset to move in the Explorer.
  • Right-click the asset.
  • Select Move.


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Step 1: Send to Workflow

After reviewing your content, send your new asset to Workflow. If you are unfamiliar with the basics of Cascade, this process is further detailed in Content Editing.

  • Click the blue button for Save and Preview.
  • Click the button for Submit.
  • Click the button for Check Content & Submit.
  • After navigating through spell check and accessibility screens that may appear, click the Start Workflow button.
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Step 2: Change Placement Folder

  • Click the New Folder button.


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Step 3: Browse Tab

  • If the new placement folder displays under the Recent tab, select it and skip to step.........
  • If the new placement folder does not display under the Recent tab, click the Browse tab.


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Step 4: Select the New Containing Folder

  • Select the appropriate containing folder. In the example, the soles folder is selected. However, if you work for the School of Law, then select the law folder. If you work for a USD department outside of a school, look for your departmental folder under the departments folder.


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Step 5: Select the Appropriate Archive Folder

  • Select your department's _archive folder.


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Step 6: Confirm

  • Make sure the correct _archive folder has a dot in the selection bubble to its left, and that the file path is accurate. In the example image, the file path is emails/soles/_archive.


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2: View the Live Version

Once the Back to Page link is clicked, Cascade will return you to the Workspace with the email asset you just created or edited selected.

  • Click the More button.
  • Click the option for Live.
    • A new tab will open in your browser displaying the correct live version of the page on the staging server

    7: Choose

    • Once everything is correct, click the Choose button.


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    Step 8: Confirmication - Part Deux

    • The New Folder selector should now show the corret _archive folder and it's file path under it.


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    Step

    3: View Page Source Using Google Chrome

    Make sure you are using Google Chrome to display the page.

    Right-click on the page and select View Page Source

    9: Start Workflow

    • Click Start Workflow to get to the Start Workflow page.


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    4: Copy Code

    Copy all of the code on the page. Keyboard shortcuts are slightly different depending on the computer operating system you're using.

    On a PC:

    • Press Control + A to "Select All."
    • Press Control + C to copy the selected code to your clipboard.

    On a Mac:

  • Press Command + A to "Select All."
    • Press Command + C to copy the selected code to your clipboard

    10: Start Workflow Again - Once is Never Enough

    • Click Start Workflow to actually start the Workflow.


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    Step 11: Back to Page

    • Click the Back to Page link to return to your moved asset.


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    5: Paste Code

    Steps to reach your mass email client's HTML source code window vary depending on the specific client you use.

    Once you've navigated to the correct area within your mass mail tool, paste your code.

    Keyboard shortcuts are slightly different depending on the computer operating system you're using.

    On a PC:

    • Press Control + V to paste the previously copied code from your clipboard into your mass email client's HTML source code window.

    On a Mac:

    Press Command + V to paste the previously copied code from your clipboard into your mass email client's HTML source code window.

    12: Confirmification 3 - The Confirmaning!

    • Check your asset in the Explorer to make sure it is now in the correct _archive folder.


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