Documentation Index
Fetch the complete documentation index at: https://docs.adclear.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
As a compliance user, your role is to assess promotional content submitted by the marketing team and make review decisions. This guide follows the full journey — from getting oriented with your tasks and the dashboard, through understanding what’s been uploaded and why it matters, to making decisions, handling escalations, and managing claims and policies.New to Adclear? See Getting Started to set up your account before continuing.
Review decisions are scoped to your active workspace. Content in other workspaces is not visible unless you have multi-workspace access.
My Tasks and the Campaign Dashboard
My Tasks
My Tasks is your primary working queue. It shows promotions that are ready for you to act on:- Pending Review and unassigned (visible to all compliance users)
- Pending Review and specifically assigned to you
- Returned to you after escalation
The Campaign Dashboard
The Campaign Dashboard shows all promotions across your workspace. Unlike My Tasks, it gives a full picture of all content regardless of status — useful for tracking in-flight reviews, checking workload across the team, or finding a specific promotion.Columns at a glance
| Column | What it shows |
|---|---|
| Name | The promotion title |
| Jurisdiction | The market the promotion applies to |
| Status | Where the promotion is in the review workflow |
| Reviewer | The compliance user assigned to review it |
| Uploader | The marketing user who submitted it |
| Deadline | The date requested for a decision |
| Tags | Labels for grouping or internal notes |
| Last Upload | When it was last submitted |
Promotion statuses
For a full breakdown of every status and what it means — including who acts next at each stage — see Promotion Statuses.Filtering and saved views
Apply a filter
Click Add Filter and choose criteria — status, jurisdiction, product, channel, uploader, reviewer, date, or tags. Multiple filters combine with AND logic.
Exporting
Click Export to download all promotion data as an Excel file. The export includes two fields not visible in the UI: Status History (a full log of every status change with timestamps) and Number of Versions. The Adclear URL column provides a direct link back to each promotion.Understanding Upload Types
Before reviewing a promotion, it’s worth understanding how it was uploaded — the upload type determines what you’re approving and how your decision is applied. For full definitions and decision-application detail per type, see Upload Types. A short summary follows.| Upload Type | What it contains | How decisions apply |
|---|---|---|
| Single | 1 asset | 1 approval covers the whole promotion |
| Carousel | One or more frames as 1 promotion | 1 approval covers all frames — you cannot approve frames individually |
| Variations | Multiple linked promotions | Each variation reviewed independently |
| Batch | Multiple standalone, unlinked promotions | Each item reviewed independently |
Upload Quality: What to Look Out For
The quality of what the marketing team uploads directly affects what Adclear can assess — and therefore the accuracy of what you’re reviewing. Poor-quality uploads are one of the most common causes of inaccurate AI flags. For a full breakdown of upload quality issues, what causes inaccurate flags, and when to request a higher-quality resubmission, see the Upload Quality Guide. The “For reviewers” section at the bottom of that page is written specifically for compliance users.If you suspect a flag was caused by a poor upload rather than a genuine compliance issue, request changes and ask the marketing team to resubmit a higher-quality or more complete version of the file. You are not required to make a final decision on an upload that is clearly incomplete.
Making a Review Decision
Review the asset and AI suggestions
The Submit for Review page shows the promotion alongside AI-generated compliance suggestions. Review both carefully. Check the upload quality before proceeding — if the asset appears blurry, cropped, or incomplete, consider requesting a higher-quality resubmission rather than making a final decision.
Add a comment
Leave a comment explaining your decision — especially for rejections or change requests. Be specific about what needs to change and where. The marketing user will see this. See Helping Adclear Learn for why comment quality matters and what strong feedback looks like.
Decision outcomes
| Decision | Resulting status | Who is notified |
|---|---|---|
| Approve | Approved | Marketing user and collaborators receive an email |
| Reject | Rejected | Marketing user and collaborators receive an email; promotion appears on their tasks |
| Request Changes | Changes Needed | Marketing user receives a changes requested email; promotion appears on their tasks |
Reviewing Variations
Each variation appears as its own task and is reviewed independently.- You can apply different decisions to each variation — for example, approve one and request changes on another.
- If a specific reviewer was assigned to a variation, only they see it in their tasks. Unassigned variations are visible to all compliance users.
- Marketing users may submit variations individually or all at once — you may see them arrive in your tasks separately or together.
Commenting on Promotions
The mechanics below cover how to leave comments on each asset type. For how to respond effectively to AI-generated comments — including the difference between Agree - Please Action, Relevant - Not Required, and Dismiss — see Helping Adclear Learn.Text promotions
Highlight a portion of the text on the Submit for Review page to attach a comment directly to that passage. The highlighted text becomes clickable. Use Locate in the right panel to jump back to any comment.Image promotions
Click + to enter comment mode, then click the area of the image you want to annotate. A marker with your initials appears on the image.Video promotions
Check Attach time before submitting a comment to tie it to a specific point in the video. The timestamp appears in the comment and a tooltip appears on the timeline.PDF promotions
Click + to enter comment mode, then click on any page to place a marker. Each comment shows its page number and has a Locate button.Evergreen Promotions
Evergreen promotions require periodic re-review. When you approve one, Adclear will prompt you to set the next review date.- If the next review date is today or has passed, a modal will appear requiring you to set a new date before approval can complete. You cannot skip this step.
- If the next review date is in the future, approval proceeds normally.
Escalations
Escalating to legal
Escalations to legal are initiated by compliance reviewers when specialist input is needed before a decision can be made. Marketing users do not escalate to legal directly.Click Escalate from the Submit for Review page
Select a legal reviewer from the dropdown. Status changes to Escalated.
Legal user responds
The legal user sees the promotion in their tasks and responds. Their reply appears as a comment prefixed “Legal Escalation:”.
Legal’s role is limited to resolving escalations and disputes — they do not make the final review decision themselves. The decision returns to the compliance reviewer once legal has weighed in.
Risk escalations
If a marketing user escalates to a risk acceptor (marketing admin) after you’ve requested changes, the status changes to Reviewing Risk. The risk acceptor responds with a comment prefixed “Risk Acceptance:” and the promotion returns to Changes Needed on the marketing user’s tasks.Reviewing Claims
Claims are substantiated marketing statements reviewed separately from promotions. They follow the same review workflow.Claim review actions
| Action | Resulting status | Notification sent |
|---|---|---|
| Approve | Approved | Claim approved email to owner |
| Reject | Rejected | Claim rejected email to owner |
| Request Changes | Changes Needed | Changes requested email to owner |
Assigned reviewer on claims
A specific compliance user can be assigned as reviewer when a claim is created. Only the assigned reviewer receives the notification — others do not.Claim versions
Claims can have multiple versions. Comments are version-specific — V2 comments are not visible on V1. Use the version switcher to move between versions. Each shows its own data, status, and comments.Archiving claims
Claims can be archived by Compliance Admin and Marketing Admin users. If you need a claim archived and don’t have those permissions, ask an admin to do so from the three-dot menu on the Claims page. See How Roles Work for the full permission breakdown.Policies and Disclaimers
Policies
Policies are compliance documents — either URLs or uploaded files — that define the rules promotions must follow. They are managed by compliance admins and inform the AI suggestions Adclear generates during review.Creating a policy
Add content
Either paste a website URL or upload a document (e.g. PDF). Website URLs display as clickable links in both the list and detail view.
Deleting a policy
Policies can be deleted from the row context menu on the Policies list or from the Policy View page. A confirmation message appears and the policy is removed.Policy comments
Open any policy from the list to add comments. Newer comments appear at the top. You can delete individual comments from the comment menu.Disclaimers
Disclaimers are reusable legal text snippets that can be linked to claims and rules. They are scoped to specific products and jurisdictions. To create a disclaimer, open a claim’s Submit Claim page, go to Linked Disclaimers, and click to link a new disclaimer. It will then be available on the Disclaimers page and can be reused across claims.Frequently Asked Questions
Why isn't a submitted promotion appearing in my tasks?
Why isn't a submitted promotion appearing in my tasks?
The most likely cause is that the promotion was submitted with a specific reviewer assigned — in that case, only the named reviewer sees it in their tasks. Check the promotion’s Info tab to confirm the assigned reviewer. If it should come to you, ask the marketing user to update the assignment.
Can I review a promotion assigned to a colleague?
Can I review a promotion assigned to a colleague?
No. If a specific reviewer has been assigned, only they can take a review action on it. You can view the promotion via the Campaign Dashboard but cannot action it unless the assignment is removed.
What's the difference between Reject and Request Changes?
What's the difference between Reject and Request Changes?
Reject signals the promotion has failed review and is not suitable as submitted — it’s a final outcome. Request Changes signals that specific amendments are needed before it can be approved — it’s a collaborative step. Both result in the promotion appearing on the marketing user’s tasks with your comments visible.
What happens if I approve an evergreen promotion without setting a new review date?
What happens if I approve an evergreen promotion without setting a new review date?
Adclear will block the approval and show a modal requiring a new date if the current review date is today or has passed. You cannot skip this step.
A flag in a promotion looks wrong — could it be an upload quality issue?
A flag in a promotion looks wrong — could it be an upload quality issue?
Yes. Poor-quality uploads are a common cause of inaccurate AI flags. Blurry images, missing disclaimers from cropped screenshots, and multiple promotions merged in one file can all cause Adclear to flag things incorrectly. If the upload looks low quality or incomplete, request changes and ask the marketing team to resubmit with a cleaner, complete file. See the Upload Quality Guide.
A carousel has an issue in one frame — can I approve the other frames?
A carousel has an issue in one frame — can I approve the other frames?
No. A carousel is reviewed as a single unit — one decision applies to all frames. If one frame has an issue, your options are to request changes on the whole set, or reject it. The marketing team can then resubmit a corrected version of the full carousel. See Upload Types.
A claim hasn't changed to Pending status on its review date — what should I do?
A claim hasn't changed to Pending status on its review date — what should I do?
Contact the Adclear support team with the claim links and they will update them manually.
Can I undo a review decision?
Can I undo a review decision?
No — review decisions cannot be reversed through the UI. If a decision needs to be corrected, contact the Adclear support team.
How does the AI compliance suggestion work?
How does the AI compliance suggestion work?
When a promotion is submitted, Adclear automatically generates AI compliance suggestions based on the content and your workspace’s configured policies and rules. These appear on the Submit for Review page to assist your review. They are advisory — the final decision is always yours. To shape how these suggestions develop over time, see Helping Adclear Learn.
Can I see promotions from other workspaces?
Can I see promotions from other workspaces?
No. Promotions are scoped to a single workspace. If you have multi-workspace access, use the switcher in the sidebar. Content is never shared across workspaces.
Related pages
- Upload Types
- Upload Quality Guide
- Promotion Statuses
- Helping Adclear Learn
- How Roles Work
- Marketing User Guide
- Rules: Your Policies, Made Visible