Warrant OS (Marketing Compliance Platform)
Get help with our Warrant OS platform.
By Austin1 author72 articles
OS Getting Started
Everything you need to get going on Warrant OS (marketing platform).
- OS Getting Started for AdminsSet up your Warrant OS workspace in 15 minutes.
- OS Getting Started for UsersLearn how to draft, scan, manage, and submit content for approval in Warrant OS.
- OS Quick Reference GuideEasy reference guide for OS Users.
- Invite Users to OSHow to add team members to OS and invite users.
- Get Help from Warrant SupportHow to reach our team if you run into an issue while using Warrant
OS File Management
How to manage your content library in OS.
- Archive, Restore and Delete FilesArchive files and versions you no longer need, find and restore them later, and permanently delete when you're allowed to.
- Overview to File Management in OSDiscover what file, versions, projects, and folders are in OS.
- Folders: Create and ManageCreate folders and subfolders, rename and move them, control who can see them, and choose how their contents are shown.
- Projects: Create and ManageCreate a project for a campaign, add its files, set its details and permissions, and send everything for approval together.
- Search Filters and Saved SearchesNarrow search results with filters, sort and switch views, and save the searches you run often.
- Search Within a FileFind a word or phrase inside an open file, from PDF pages to video transcripts, and jump straight to each match.
- My UploadsSee every file you've uploaded in one place, check where it stands, and act on several files at once.
- Compliance DashboardsTrack approval throughput, SLAs, risk and volume with ready-made and custom dashboards you can share with your team.
- Share a File with a LinkCreate a share link to a file, folder or project, see who can open it, and revoke it when you're done.
- File Viewer IntroductionHow to use the OS File Viewer.
- Upload Content to OS LibraryStep by step how to upload content to your OS Library.
- Mark Up Files in the File ViewerDraw, highlight and add text on PDFs, images, Word and PowerPoint files in the File Viewer, share markups with your team, and download a marked-up copy.
- SearchWarrant is equipped with a powerful AI search, here's how to use it.
- Adding a New Version of a FileHow to add new versions from File Viewer and Create New.
- Download & Export FilesHow to export content from OS.
- ReportingCreate reusable and saved reports to access your Warrant data.
- Adding Comments in the File ViewerPin comments to a spot or a video moment, mention teammates, reply, resolve and export comments in the File Viewer.
- Move Files Between Folders and ProjectsMove a file into a different folder or project, add it to more than one place, or return it to your general asset library.
- The Info tab: your asset at a glanceYour asset's score, approval state, details and audit trail in one place.
- Folders vs. Projects: what's the difference?Warrant gives you two ways to organize content: folders and projects. They look similar in the left nav, but they do different jobs.
- How to Add Dates to an Asset in WarrantHow to add dates and where they live in Warrant
AI Features
How to use OS features.
- Working with Scan Findings: Dismissing, Relevancy and Auto-DismissalHow confidence, sensitivity and auto-dismissal decide which findings you see, and how to dismiss, restore and rate findings.
- File Formats and Languages FAQWhich files you can upload and scan, how video and audio work, and how Warrant handles other languages and regional rules.
- How AI Review and Scoring Work (FAQ)How Warrant picks the policies to check, what feedback on findings does, and what the compliance score means.
- Policies, Disclosures and Regulation Coverage (FAQ)What the regulation library covers, how to tailor and update it, and how disclosures and Brand Portal libraries fit in.
- Studio: Conversational AI ReviewsHow to use OS Studio, our conversational AI, to get an initial review.
- Scan an Asset for ComplianceUse Scan in File Viewer to check your content against compliance rules before submitting for approval.
- Bulk Compliance ScansRun compliance scans on multiple assets at once.
- Compare Scan Results Across VersionsSee what changed between scans when reviewing a new version of a file.
Brand Portal
How to use OS's brand portal.
- Products in the Brand PortalBuild and manage your product catalog, and see how Warrant uses it to check product claims in scans.
- Brand Portal LibrariesKeep approved facts like rates, offers, studies and trademarks in libraries, and have every scan check content against them.
- Trademarks and Brand GuidelinesSet up your trademarks and brand guidelines so Warrant checks content for correct mark usage and on-brand writing.
- Create a Custom LibraryBuild a Brand Portal library from scratch: define its columns, set up its AI check and add your records.
- Import and Export: AI Policies, Products, Disclosures and LibrariesExport, download templates for and bulk import AI Policies, products, disclosures and Brand Portal library records.
- Brands and Brand GuidelinesSet up each brand's guidelines, logos, colors and fonts, and see how Warrant uses them in scans and social images.
- Disclosures LibraryHow to use the Disclosures library to find and manage disclosures.
- Conditional Rules for Disclosures and Library RecordsUse IF/THEN rules to control exactly when a disclosure or Brand Portal library record applies to your content.
Collaborate
How to chat, collaborate, and approved assets in Warrant.
- Review and Approve ContentFor approvers: find what's waiting on you, approve or request changes, and reassign reviews.
- Approvals, Roles and Versions (FAQ)Answers to common questions about submitting and approving, approval stages, resubmitting, versions and outside reviewers.
- Audit, Search and Reporting (FAQ)Answers to common questions about exporting an asset's record, auditor access, approval reporting and finding assets affected by a change.
- Get Content ApprovedHow to submit content for review.
- OS Workflow RecommendationsOur recommended workflow for users and admins.
OS Settings (Admin)
Help with system preferences.
- Security and Data Handling (FAQ)Data separation, sign-in and MFA, account controls, exporting your data, and what happens during an AI outage.
- Set Your Compliance Scan PoliciesHow to set up your account to check for regulatory compliance.
- File Details Fields and Dropdown OptionsChoose which built-in fields are required at upload, which fields are shown, and the shared values for Channel, Tags, Audience and Language.
- Manage Team MembersChange access levels, roles, groups and seats, open a member's page, reactivate accounts and remove members safely.
- Create and Manage GroupsBundle team members into groups to route approvals, assign roles and share access to a whole team.
- Edit Company SettingsHow to set up your company settings.
- Policy Tasks and the Policy Audit TrailWork through open policy tasks, review scan feedback, and see every change made to your AI Policies.
- Content Quality ChecksHave Warrant proofread spelling and grammar and flag possibly unlicensed imagery when it scans your content.
- Two-Factor Authentication (MFA)Require a second check at sign-in for everyone in your organization, and what your team sees when it is on.
- Access & Security SettingsDeactivate dormant accounts, check your Trust Center controls, and find the other sign-in protections.
- UsageSee seats, files, storage, AI scans and Reach usage against your plan.
- Add Custom FieldsAdd custom fields to file metadata, including users, dropdowns, plain text, and more.
- Create New Approval FlowHow to set up your approval and expiration date flows in OS.
- Global Sensitivity Control for Compliance ScansControl how strictly Warrant’s AI flags potential compliance issues during reviews and scans.
- AI Policies and Compliance SettingsConfigure compliance rules, sensitivity, and review workflows in one place
- Anomalous Login DetectionHow to set up and use impossible-travel detection to flag suspicious logins.
- Managing Roles & PermissionsControl who can view, scan, review, submit, approve, and administer content across Warrant OS with Roles & Permissions.
- Finding your way around SettingsOne Settings entry, one overview, one search box.
- Capability Role and Permission Behavior GuideWarrant lets you decide, one capability at a time, what each person can do.
Integrations
Connect and manage third-party tools.
- Integrations FAQWhat connects to Warrant today, and how to bring in content from other tools.
- Dropbox IntegrationHow to add files to Warrant from Dropbox.
- Connect Slack to WarrantReceive Warrant updates directly in Slack by connecting your workspace
- Bring Your Figma Designs into WarrantImport your Figma designs directly into Warrant for compliance review
- Review Content Right on Your Monday.com BoardReview content for compliance without leaving Monday.com.
- Scan and Review Documents in Microsoft Word & PowerPointReview and edit documents for compliance with the Warrant add-in.