Managing Content Requests

UNIFI provides a full content request workflow as part of your UNIFI subscription. Through this workflow, your company can create, fulfill, or manage requests for new content or updates to existing content. To create a new content request, click on the pen and paper icon on the left side of the screen.

Admin Training - Content Requests

Filling Out the Content Request Form

The Content Request Form must have all fields filled out with the exception of Project Number and Project Name. Users will select a priority level, the library for the content to be added to, File Type and Name, Units, Standards, and General Instructions.

Admin Training - Content Requests

When selecting Autodesk Revit as your requested File Type, UNIFI will request the Minimum Revit Year–in this example, it is shown as Revit 2018.

Admin Training - Content Requests

Additionally, you can request numerous other types of files, such as AutoCAD, Maya, Rhino, and more.

Because of UNIFI’s ability to house multiple file formats, you are able to utilize Content Requests for more than just building out your UNIFI library. You can also keep track of all content created throughout a project’s lifecycle.

Pro Tip: If any user forgets any fields that are required for the content request form, a warning will show at the top of the application to direct the user.

After specifying all information, users can drag and drop any supporting design documentation. The supporting documentation files may be in any format such as image files, DWG, PDF, and more. Multiple supporting documentation files can be attached to a single content request.

Admin Training - Content Requests

Content Request email notifications are sent from info@unifilabs.com to library admins for the selected libraries for the content request. Should additional users need to receive a notification of the content request, you can create a user group within UNIFI to receive these notifications. For example, when creating an AutoCAD content request, you can specify your user group of AutoCAD power users to receive the content request. Another example of a Content Request group would be to specify an internal team of non-admins to complete content requests so that the admins are able to QA/QC content when complete.

Admin Training - Content Requests

Reviewing Content Requests

Once the user has completed the Content Request form, the request can be viewed from the Notifications tab. 

Reviewing Content Requests
Admin Training - Content Requests

Notifications for both uploads and content requests will default to the last 30 days. You can adjust the date range by selecting the calendar icon in the top right of the screen.

Admin Training - Content Requests

Additionally, by default, only uploads or requests that are currently pending will show. If you’d like to see content that has been approved, completed and/or rejected, you can select the filter icon in the Status column. 

Admin Training - Content Requests

This way you can review all data at a moment’s notice from any date range you require. 

Fulfilling a Content Request

To fulfill content requests, you’ll want to start from the notifications page. To review the details of the content request, double click on the requested file name. 

Fulfilling a Content Request

Here, you can review each field and modify if needed. You are also able to reject requests by selecting Reject Request in the upper right corner of the screen.

Admin Training - Content Requests

If a request is rejected, the user who submitted the request will receive an email notification. 

Another feature of our Content Request platform is the Discussion Board. Should you need to request additional information or simply want to inform your team that the request is being worked on, you’re able to add comments directly to the request. An email notification will be sent out when a new comment has been added to the request. 

Admin Training - Content Requests

All content requests have a Current Status. Let’s change this content request from Pending to In Progress. 

Admin Training - Content Requests

This will do two things: the first is that it will signify to other content creators as well as the user who created the request that it is being worked on. The second is that once the request is changed to In Progress, the user who fulfills the content request can attach the completed file directly to the request. After the user attaches a file to the content request, the user can change the status to Complete. The request will throw back an error if a user tries to mark a content request as complete without a file being added to the request. 

As you can see, UNIFI’s content request platform allows your company to easily view, manage and track all content requests and updates in one location. 

Last updated byTeam UNIF

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