This guide covers everything you'll do day-to-day in Warrant:
Studio: Have a conversation with the AI and get quick compliance scans on whatever you're working on
Social: Generate and edit posts for different platforms, with compliance feedback before you publish
Uploading: Add files and websites to your library
Scanning: Check content against compliance rules
Versions: Update content and track changes
Approvals: Submit content for review
Downloads: Export approved content
Warrant OS has two top-level modes, switchable from the top of the sidebar: Library (everything below, your documents, scans, approvals) and Social (covered in its own section next).
1. Studio
Studio is where you chat with Warrant's AI about your content and get real compliance scans back, not just a summary. It checks your content the same way a Library scan does, so the findings and score you get in Studio are the real thing, before you've created final assets or as a last check before sending for approval.
Catch problems early. Don't wait until the design is locked.
Open Studio
Click Studio in the left sidebar. You'll land on the Chat tab with a fresh New Conversation already started.
Use + New Chat to start another conversation, and + Add to Library once you're ready to save what you've got. The History tab lists your past conversations, so you can pick one back up later.
⏱️ Find past chats by navigating to “History” tab. |
Get compliance feedback
Type or paste your content in the reply box, or attach a file with the + button (there's a separate library icon next to it for pulling in an existing file from your library). You can also drag and drop a file straight into the chat window. To get a better review, add context on the channel, product, and geography to your request.
Warrant checks your content the same way it does everywhere else in OS, and shows:
What's flagged: the specific text with issues
Why: which rule it violates
How to fix it: suggested alternative language
Make changes, upload new versions, and ask for clarification, right there in the chat.
When your draft is ready for formal review or to add to the company's file library, click Add to Library.
Then, either Add to Folder or Create a New Project.
Your content is now in the File Library where you can scan it, add new versions, and submit for approval.
2. Social
Social (formerly called Reach) is where you generate, edit, and schedule posts for your social platforms, with the same compliance checks as the rest of Warrant before anything goes out.
One place to write, check, and schedule your social content, instead of bouncing between a doc, a compliance reviewer, and your scheduling tool.
Switch to Social
Click Social at the top of the sidebar, next to Library, to switch modes. Your navigation, folders, search, notifications, approvals, and calendar all scope to Social while you're in it, switch back to Library any time to get to your regular files.
Create a post
Start a new post and pick which platform you're writing for: X, LinkedIn, Instagram, Facebook, Reddit, or TikTok. Each platform gets its own preview alongside your editor, styled to look like the real thing (a LinkedIn card, an X post, a TikTok phone frame, and so on), so you know what you're actually publishing.
Write your copy directly, or click Generate to have the AI draft it for you across whichever platforms you've selected.
Add media by dragging and dropping, or click Generate with AI in the add-media menu for an on-brand image. It reuses your post's copy as a starting prompt and checks the result against your brand guidelines automatically.
Some platforms have their own extra fields, for example a title field for Reddit, or a hook, caption, and script for TikTok. Fill those in alongside your main post body.
Check compliance and submit
Click Check compliance to run your post through the same compliance checks used for assets in the Library.
Review any flags the same way you would for a file: what's flagged, why, and how to fix it.
Once you're happy with it, click Submit for approval to send it into your company's approval workflow or post directly, based on your company's settings.
Schedule or publish
Once approved, open the post and choose Publish now or Schedule for a specific date and time. Scheduled posts show up on the Social calendar, where you can also reschedule anything that hasn't gone out yet.
3. Uploading Content
Add existing files or capture web pages to review in Warrant.
Everything in one place, a single source of truth for your marketing assets. Documents, images, videos, audio, spreadsheets, and even live web pages.
File Types
Warrant is a full digital asset manager that is flexible to how your team works.
Method | Use for |
File | Each upload creates a new file, which can have multiple versions |
Version | Upload new versions from the sidebar in the file viewer to track changes over time and document approvals. Approvals happen at the version level |
Projects | Group related files together, ideal for marketing campaigns or product launches |
Folder | Organize files using folders and sub-folders. Drag and drop or use "Move" to move files and projects between folders |
Star | Quickly access important files, projects, and folders from your sidebar |
Three ways to upload
Method | Use for |
File Upload | Single files from your computer |
Bulk Upload | Many files at once (2+) |
Website URL | Capture a public web page |
Upload a file
Select the Create New button from the top bar. Select File Upload.
Select a file to upload or drag and drop. Supported: PDF, DOC/DOCX, ODT, PPT/PPTX, XLSX/XLS, PNG, JPG, WEBP, HTML, MP4, MOV, ZIP, MP3/WAV/M4A and other common audio formats, and email files (.msg/.oft/.eml)
Decide to either Create New Project or Upload to Library. You can also open a Studio chat by clicking Review in Studio.
Select a folder or all assets and files.
Click upload file.
View file.
⏱️ Best practice is to go to the file and update name, description, channel, audience, and geography. You can also add tags. |
Bulk upload
Click the Create New button from the top bar. Select Bulk Upload.
Select multiple files (Ctrl+click or drag to select).
Decide to upload to a folder or add to a project.
Add a name and brief description to each file.
Then click Upload.
Duplicate file check
Warrant automatically compares new uploads to past materials, so your library stays clean and you can track items across versions.
If your file has the same name as, or is very similar to, an existing file, Warrant will flag it during upload.
You have two choices:
You can add the file as a new version. It will be part of the existing file as the new primary version.
Or create a new file. These files will not be linked.
4. Running Scans
Check your content against compliance rules before submitting for approval.
Know exactly what needs to be fixed and save your approver's time.
💡 Drafting in Microsoft Word? Warrant's Word add-in runs the same compliance scan right inside your document, so you don't have to switch tabs to check a draft before uploading it. |
Open your file
Double-click any file in your library to open it in the File Viewer.
Start a scan
Click the shield icon (Scan) in the right-hand rail. This opens New Scan Settings.
Under Scan Context, Warrant shows tags it's already detected about your content, for example the channel it looks like this belongs to (Social Media, Web Banner) and the audiences it's likely reaching (Marketing Professionals, Compliance Officers, Business Owners). You don't need to fill these in yourself, Warrant reads the asset and suggests them.
Click Customize Results to choose what to check
Click Run Compliance Scan.
Toggle | What it checks |
Regulators | Federal, state, and country regulations |
Company Policies | Your own internal policies |
Disclosures | Required disclosure copy |
Trademarks | Marks and their first use |
Brand Guidelines | Tone, voice, and visual rules |
Brand Portal Libraries | Your approved rates, offers, studies, marks and other library records |
Review results
Once the scan finishes, the Scan panel shows:
Your compliance score out of 100, with a status badge (for example, "Needs attention"), and counts of how many findings are open versus dismissed
A breakdown by severity
A Checked summary listing what was actually evaluated and how many of each. Expand it to see the full list. This is useful for showing an approver (or a regulator) exactly what was reviewed, not just what got flagged
Rescan and History buttons, and All / Active / Dismissed tabs to filter your findings
Findings are grouped by category (Company Policy, Federal Trade Commission (FTC), FINRA, Disclosures, and so on). Click into a finding to see:
What's wrong and the suggested fix
Its severity (High, Medium, or Low)
Which specific policy or rule it's tied to, and a fuller explanation of why it matters
👍 / 👎 to give feedback on the flag, a comment icon to discuss it, and Dismiss if you're accepting it as-is
Fix the issues, upload a new version, and scan again to confirm they're resolved.
5. Adding Versions
When you update content, add a new version instead of uploading a new file.
All your history stays connected. See what changed, when, and why.
When to add a version
You fixed compliance issues
You got feedback and made edits
Content was updated for a new campaign
An approver requested changes
💡 Always add versions to existing files instead of uploading new files. It keeps your history intact. |
How to add a version
Open the existing file in the File Viewer (double-click file).
Click "+" from Versions on the lefthand sidebar.
Select "Upload New Version" or "Link Existing File."
The new version becomes the Primary and the previous versions are saved. You can drag and drop to reorder the versions in the sidebar.
6. Getting Approvals
Submit content for review when it's ready to be used.
Clear audit trail. No more "did legal sign off on this?" questions.
Before you submit
Content is uploaded
Scan is complete
You've addressed the flags (or know why you're accepting them)
Chat
You can either choose to submit something formally for review or chat with existing users. Chats happen in the "Chat" tab and are linked at the version level.
Add a comment by clicking the Comment button above the file view.
Select where on the item you would like to add a comment. For videos, it will be added to a specific timestamp.
Mention another user with "@" and they will get a notification.
Resolve or reply to comments from the "Chat" tab.
Submit for approval
Open your file (double-click). Ensure you have filled out all file details in the Info tab, including description, channels, products, geography, and due date.
Click Submit for Approval from the pinned summary card at the top of the Info tab.
Choose an approval workflow.
Add notes for reviewers (Optional): what changed since the last version.
Click Submit. Reviewers in the first stage will get notified immediately.
💡 Submitting a batch of files for the same review? Select multiple files first, then submit them for approval together instead of one at a time. |
Track your submission
The Audit tab on the file (next to Scan) holds your approval history and activity log, who did what, and when, all in one place.
You'll get notified when there's a decision.
If changes are requested
You'll get a notification with the feedback.
Make the changes and upload a new version.
Click Resubmit for approval on the Info tab (or Resubmit at the top of the file) to send it back for review.
7. Downloading Content
Export content when you need it.
Download one file
Open the file (double-click)
Click the Download button in the top right-hand corner.
Download multiple files
Navigate to and select multiple files by holding down the SHIFT key.
Click "Download" from the bottom hover bar.
Warrant creates a ZIP with all selected files.
💡 A downloaded file's details now include any comments and reviewer notes left on it, so the full context travels with the file, not just the asset itself. |
Find your files quickly
My Uploads in the sidebar shows files you uploaded
Search finds files by name and content
Star folders to add them to Favorites on sidebar
Quick Reference
I want to... | Here's how |
Draft content | Studio |
Upload a file | Create New → File Upload |
Upload many files | Create New → Bulk Upload |
Capture a web page | Create New → Website URL |
Run a compliance scan | Open file (double click) → Scan icon → Customize Results (optional) → Run Compliance Scan |
Add a new version | Open file → Add Version "+" → Select file |
Add a comment | Open file → Chat → Add comment on file |
Submit for approval | Open file → Submit for Approval |
Approve content | Approvals → Pending, or Notifications |
Track a submission | Open file → Audit |
Download content | Open file → Download |
Find my uploads | Sidebar → My Uploads |
Find content | Search → Filter by... |
File viewer
Warrant allows you to view all documents, videos, images, and audio in an easy file viewer.
Tab | Use for |
Info | File details, description, channels, products, geography. Double-click any field to edit it, empty fields collapse out of the way |
Scan | Run and review compliance scans |
Audit | Applied regulations, approval history, activity log, and associated folders/projects |
Chat | Comments and version-level discussion |
Transcript | Auto-generated transcript for audio and video files |
Viewer toolbar
Tool | Use for |
Zoom in / out | Get a closer look at the content |
Pan | Move the file around the viewer |
Navigate | Flip through pages |
Comment | Add comments directly on the file |
Your typical workflow
Draft in Studio (or upload existing content)
Run a compliance scan
Fix issues, add version, scan again
Submit for approval
Handle any change requests or comments
Download and publish
Need help?
In-app chat: Click the chat icon for instant support
Email: [email protected]
Slack: Join our Slack channel.