Push and Feedback are two actions intended to transmit documents to users, whether or not they have originally a Phrasenaet account.
A Push is used to push media toward users. A Feeback is intended to collect advisory opinion about media from them.
A Lists manager allows to create sending lists to answer some repetitive sending towards the same users.
The Push is a submission of documents or selection of documents. Unlike an email export, the Push does not physically transmit documents. It notifies in the interface, notifies by email, and leave at the users disposal some media selections that they can consult and eventually download.
In the Push window...
To do so, enter their names, first names or email address in the form field on the top left of the interface. An auto-completion system is activated as soon as the third character is entered in order to facilitate users searches. Once the Phraseanet user is detected in the suggested users list, click on his name to add him to the sending list.
To add one or several non registered users to a sending list, click on the link Add a user. Fill in at least the mandatory fields (those with an asterisk) then click on the “Add” button. The contact is created and added to the recipients area and his account is created.
The users listed in the recipient area can be gathered and saved in the sending list.
To save a sending list, fill in the form located on the left of the recipient area then save by clicking on the icon:
Refer to the functionalities of the list manager.
To be able to create users from Pushes and Feedbacks, the Users management rights is required.
To allow recipients to download original documents, two methods are available:
Download document button located on the left of the recipients list.
The following form is aimed to give a name and a description to the push. Those information will part of the email notification addressed to recipients. If needed, an acknowledgement receipt of the email if this function is supported by the recipients mail boxes.
Feedback is almost identical to Push. It differs only in the allocation of additional privileges.
In the validation window,
Giving additional rights (the Grant Rights) works the same way as for a Push. Rights that can be elevated are wider:
To validate and transmit a Feedback request, click on the Send button. The following form allows to set the period of validity to the Feedback session, to give a name and description. Those infos will be part of the email notification received by recipients. To ask an acknowledgement, check the appropriate box.
Pushes and Validations are notified in two different ways :
Each notification mode has a permanent link allowing to display Pushes and Feedbacks in Phraseanet Lightbox. In Production, received Pushes and Feedbacks are displayed as received baskets in the work zone and are regrouped in Phraseanet Lightbox.
The Lists manager allows to set up and administrate recipients lists for Pushes and Feedbacks.
The Lists manager is accessible from the Push or Feedback windows. Click on the Lists manager link on the left of the recipients area.
To create a new list, click on the Add link.
Search and filters system allows to limit the displayed users by login, name or first name, activity, company...*etc.*
To delete a list, display it by selecting it in the left menu, then click on the Delete button on the top right of the interface. Validate (or cancel) deletion.
If the name of the deleted list still appears in the list of the sending lists, click on the Refresh button on the left of the interface.