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The Info tab: your asset at a glance

Your asset's score, approval state, details and audit trail in one place.

Written by Austin Carroll

The Info tab is the first tile on the asset viewer's rail and the home for everything about a single asset: its compliance score, its approval state, and all of its details and custom fields.

It has been redesigned. The score and the primary action are now pinned at the top, every approval action lives in one section, and the tab shows you only the fields that have values until you ask to see the empty ones. Two things have also moved to other tabs.

Finding your way around the rail

The sidebar is switched with the vertical rail of labelled icon tiles down the right edge of the viewer. Click a tile to open it, and click the tile you are already on to close the sidebar. If your window is too short for every tile, the rail scrolls.

Tile

What it holds

Info

Compliance summary, approvals, summary, dates, details, custom fields and associations, plus the transcript for audio and video

Scan

Findings, scan settings and rescan

Notes

Comment threads

Find

Search inside the asset

Speech

The transcript of an audio or video file (shown for audio and video only)

Audit

Timeline, approval and version registers, applicable regulations

Versions

The version register and a comparison between two versions

Access

Who can reach the asset

The foot of the panel is pinned and stays visible whichever tile you are on, carrying the asset's identity: who uploaded the version you are viewing and how long ago (for example "Jenny Smith · uploaded 3 days ago"), then the version, the file type and the size (for example "v2 · PDF · 1.2 MB").

1. Info

Info is the first tile and the home for everything the asset is. Its sections run in the order below, and its top block is pinned so the score stays in view while the rest scrolls.

Two things used to live here and no longer do: the activity log and the applicable regulations table are now on Audit. Reach social posts are the exception, covered at the end of this section.

Section

What it shows

When you see it

Compliance summary

Score, severity chips and the Scan or review button

Always, pinned at the top

Approval

Approval state, flow progress and every approval action

Always

Summary

The Smart Fill description of the asset

Library assets

Dates

Due date, Publish date and Expiration

When at least one date field is shown for your workspace

Details

The built-in fields, such as Brand, Products, Channel and Tags

Always

Custom fields

Your workspace's own fields

When your workspace has custom fields

Associations

Projects, Folders and Owner

Library assets

Transcript

The timestamped transcript

Audio and video files, and any file with a transcript

Compliance summary

The pinned block at the top shows the compliance score in large type beside the words "compliance score", a chip for each severity that has findings, and one full-width button.

  • Before a scan, the score shows as a dash with a Not scanned badge, and the button offers Scan, which starts a scan and opens the Scan tab.

  • While a scan runs, the badge and the button both read Scanning.

  • After a scan, the score and its severity chips appear and the button becomes Review N findings, or View scan report when there are none.

Either way the button takes you to the Scan tab.

The score is green at 90 and above, amber from 70 to 89, and red below 70. The chips read High, Medium and Low with a count, and a severity with no findings gets no chip. Click a chip to go to the Scan tab. Dismissed findings, and findings below your workspace's scan sensitivity, are left out of the counts, so the numbers here always match the Scan tab.

Scan is greyed out if your role cannot run scans.

Approval

Every approval action lives here. The section header carries the asset's current approval state, and, while the asset is in review or has been returned, how long it has been that way.

Header reads

What it means

Not submitted

The asset has not been put forward for approval

In review · 3 days

An approval flow is running

With you · 3 days

A flow is running and it is waiting on you

Changes requested · 1 day

A reviewer sent it back

Approved

The flow finished with an approval

Superseded

You are viewing an earlier version that a resubmission replaced (the header adds "prior version"), so the section describes that version rather than the newer one

A line at the foot of the section gives the dates: Submitted with its date (and who submitted it, when it is waiting on you) and the due date if one is set; or Submitted and returned dates once changes have been requested. An asset with no approvals yet shows how long it has been In draft.

  • To submit: Submit for approval (Re-submit for approval on an approved or expired asset) appears when your role can submit.

  • Once a flow is running: the person who submitted it, and any admin, sees Cancel. It asks you to confirm with Cancel approval and takes an optional reason. Admins also get Reassign, to hand a stage to a different reviewer.

  • As an assigned approver: a decision bar pins to the foot of the panel, in place of the footer, with Request changes and Approve, so you can act without scrolling. You only see the buttons your role allows.

While a flow is running the section shows a windowed view of it. Completed stages collapse to a count such as "2 approved", the current stage shows in full with its number, its name, its reviewers and the time since submission, and upcoming stages collapse to a count such as "1 remaining". Both collapsed groups expand to list the stage names. Reviewers show as up to three avatars, with a "+N" for the rest; hover over one to see the name. If you are one of them, you come first.

Round-by-round detail sits behind a History disclosure, which shows how many rounds there have been. An asset that was approved automatically by your score rules shows that round as Auto-approved by system. An asset with no rounds and nothing to submit says No approval history for this file.

If changes are requested, the owner sees the reviewer's name, date and comment, the returned stage marked in red and labelled "returned", and Resubmit for approval. Anyone who cannot resubmit sees who the asset is waiting on to resubmit instead.

The section also explains where you stand when a flow is running:

  • Review complete for your stage once you have responded and others still have to.

  • Your review stage hasn't opened yet when you review a later stage, naming the stages that have to approve first. The asset appears in your tasks when it is your turn.

  • Waiting on a named stage, listing who can approve it, or saying that it has no assigned reviewer yet.

  • A note when another version of the file is the one under review, so you know to open that version to act on it.

Summary

The asset's description in plain prose, and the one long-form field on the panel. It is what tells a reviewer what the asset is without opening it. There is no separate Description field in Details: this is it.

Smart Fill writes it on upload and marks it with a Smart Fill badge in the section header, next to the pencil you use to rewrite it yourself (or double-click the text). Rewrite it and click away, and that badge disappears, because the text is now yours. If an asset has no summary yet, Generate with Smart Fill writes one.

While Smart Fill is working the section reads Generating summary from the asset…. If it cannot produce one, the section shows the reason with a Retry button.

For a link asset, a notice under the summary says Capturing this page… while the page capture runs, or explains that the capture could not be generated and points you to the Source URL to open the original.

Dates

Due date, Publish date and Expiration sit in their own section directly under the summary, so a deadline is not buried among the other details. They edit the same way as the fields below, each with a date picker. A due date set here also appears on the Approval section's date line.

Details and custom fields

Details lists only the fields that have a value, with a counter in the header such as "6 of 12" showing how much of the schema is filled. Custom fields works the same way, and is hidden entirely if your account has none.

Details holds these built-in fields, in this order:

Field

What it holds

Brand

The brands the asset is for, chosen from your brand list. Shown only when your workspace has brands.

Products

Products from your product catalogue.

Product type

Product types from your catalogue.

Specific product

Individual products from your catalogue.

Channel

Where the asset runs, such as email or web.

Audience

Who the asset is aimed at.

Geography

The regions the asset runs in.

Language

The language of the asset. A pick list when your workspace has set language options, otherwise free text.

Source URL

Link assets only: the address of the captured page, opening in a new tab. Read-only.

Tags

Your own labels.

AI tags

The tags Smart Fill added. Shown only when there are some.

Where your workspace keeps a list of allowed values for a field, you pick from that list; otherwise you can type a new value. An admin can hide any built-in field, and the whole Custom fields section, from this panel and from the upload form, under File Details Fields in settings. A hidden field keeps its value; it just does not show. Hiding every date field removes the Dates section.

To edit a field:

  1. Double-click its value, or hover over it and click its pencil. To reach an empty field, click Show N empty fields under the section first (and Hide empty fields to tuck them away again). Empty fields read Not set.

  2. That one row turns into its editor, and the section header reads Saves when you click away.

  3. Change what you need.

  4. Click anywhere outside the field (or press Esc) and it saves. There is no Save button. The header reads Saving… and then Saved for a moment. If a save fails, the header and the row say Not saved, and the row has a Retry link.

Fields that Smart Fill set carry a small sparkle beside the label. AI tags are their own field: you can remove one, but you cannot add to them. If a section has nothing filled in, it reads Nothing set yet.

Custom fields show their values in the form that suits them: people by name, links you can click, dates formatted, and multi-select values as chips. An ID field is generated by Warrant, is always read-only, and has a copy button beside it.

A locked custom field has (locked) after its label and offers no pencil. Depending on how the field was set up, only admins can change it, or only admins and the person who uploaded the asset.

Associations

The projects and folders the asset belongs to, as chips that link through to them, with more than four collapsing behind a named "+n". The asset's owner sits here too and is read-only, because it is derived rather than set.

The section has three rows: Projects, Folders and Owner, the person who uploaded the asset. A row with nothing in it reads None.

Click the section's pencil to add or remove a project or folder, or double-click the Projects or Folders row. Each chip gets a remove button, an Add chip opens the picker, and Done closes the editor.

Transcript

For audio and video files, and any other file Warrant extracted a transcript from, a collapsible Transcript section sits at the bottom of Info. It is the same transcript as the Speech tile.

  • Each line carries its timestamp. Click a line to jump to that moment in the player.

  • The buttons in the header copy the whole transcript or download it.

  • While the file is still being processed the section says so. If extraction failed, Retry Extraction runs it again; if there is no transcript yet, Generate Transcript creates one.

When you cannot edit

If your workspace is in read-only mode, Info still shows everything but offers no pencils, no Show N empty fields, no Generate with Smart Fill, and no Scan, Submit for approval, Resubmit for approval or Cancel.

Reach social posts

A Reach social post opens in the Reach viewer, where the sidebar is hidden until you open it from the rail. Its Info tab has the same Compliance summary and Approval sections, with these differences:

  • There is no Summary and no Associations section.

  • Dates holds only Publish date, which you can change here or in the composer.

  • Details holds Products, Social channel, Geography, Language, Source link (the page the post was generated from), Link (the live post) and Tags. Social channel comes from the platform tab in the composer, so it cannot be changed here.

  • Because Reach has no Audit tab, Applicable Regulations and the Activity Log stay at the bottom of Info.

  • The footer reads Reach and the post's channel.

2. Scan

Where the findings themselves live, and where the button on Info sends you. Scan opens with the score, the number of open and dismissed findings and when the scan last ran, above the findings in a list you can filter between active and dismissed.

Rescan runs the asset again. Customize Results controls what a scan checks, with your preset selector and switches for regulators, company policies, disclosures, trademarks and brand guidelines. Below them, the scan context shows the channel, audience, geography and products being scanned against.

3. Notes

Comment threads, and the place where one thing has changed: you no longer have to click into the document before you can type.

For a general comment, type in the compose box at the top of the tab, next to your avatar, and click Post. It lands in the thread with no pin on the asset. Type @ and a name to mention someone.

To mark a spot, click Pin Comment on File below the compose box, click the place on the asset you mean, type your comment and click Post. You get a numbered pin on the asset and a matching entry in the list. While you are placing a pin that button becomes a Cancel, so you can back out without leaving a mark.

Under the button sit the thread count and a Show resolved toggle. Mentions notify the same way whether a comment is pinned or not.

If a pin will not place, markup mode is probably on. Turning comment mode on now turns markup off for you.

4. Find

Searches inside the asset rather than across your library. Type a phrase and Find lists every match with its location; click one to jump to it in the viewer.

It searches the text Warrant extracted from the file, so it reaches a PDF's pages and an audio or video file's spoken words, not just the file name.

5. Audit

The record of everything that has happened to the asset, and the new home of the activity log and the applicable regulations table.

The pinned block at the top gives the number of audit events and the date range they cover, a row of filter chips and an Export audit trail button. Each chip carries its own count, and only categories with events appear. Click a chip to narrow the timeline, and All to go back.

Timeline lists the events grouped by day, newest first, each row naming who did what and when. Approvals carry a green dot, changes requested and revoked access a red one. Repeated events of the same type from the same person roll into one row with a count, so a burst of annotations reads as a single line.

Approvals registers every decision with its stage, who made it, when, and which version they reviewed. Versions registers each version with its date and score and marks the current one; clicking a row switches the version you are viewing.

Applicable regulations shows which regulators were matched, with findings and rule counts, ordered by findings. The scope line underneath says what produced the match: the asset's channel, audience, geography and products.

Export audit trail gives you a CSV of the complete history, with the rolled-up rows written out individually, and it opens safely in Excel.

6. Versions

Where you compare one version of an asset against another. This replaces the old "Changes from the previous version" strip on the Scan tab.

It opens with the version count, which version is primary, and how the score moved between the two being compared, above a register of recent versions with their scores. Clicking a row switches the version you are viewing.

What changed groups the differences into resolved, new and unchanged findings, led by a written summary. With three or more versions you can pick any two to compare. Expanding a disclosure finding gives you a Copy button for the required text.

7. Access

The number written at the top gives you the count of people who can currently open the asset.

Below the count, an open asset offers Restrict access. A restricted one lists the people and groups who have been granted access, with a role against each and a member count on any group.

To restrict an open asset, click Restrict access, search for the people and groups you want to keep, set a role on each row, and confirm. You will see how many people keep access and how many lose it before you commit.

On a restricted asset you can change a role inline, remove a row, add more people or groups, or use Open to workspace to lift the restriction and return the asset to everyone.

Share links have their own section. Without admin rights on the file, the tab tells you that sharing is managed by admins.

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