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 marketing user, your role is to create and submit promotional content for compliance review. This guide follows the full journey — from getting oriented with the dashboard, through choosing the right upload type and preparing your files, to submitting, tracking, and managing your promotions.New to Adclear? See Getting Started to set up your account before continuing.
Promotions are scoped to your active workspace. Content created in one workspace is never visible in another, even within the same organisation.
The Campaign Dashboard
The Campaign Dashboard is your home screen. Every promotion you’ve uploaded is listed here, along with its current status, assigned reviewer, and deadline.Columns at a glance
| Column | What it shows |
|---|---|
| Name | The title you gave the promotion |
| Jurisdiction | The market the promotion applies to |
| Status | Where the promotion is in the review workflow |
| Reviewer | The compliance user assigned to review it |
| Deadline | The date you’ve requested a decision by |
| Tags | Labels for grouping or internal notes |
| Last Upload | When the promotion 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 your criteria — status, jurisdiction, product, channel, uploader, reviewer, date, or tags. Multiple filters combine with AND logic.
Save the view
Once filters are applied, click Save, name the view, and confirm. It appears as a tab for instant access.
Exporting
Click Export to download all promotion data as an Excel file. In addition to the standard columns, 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. Full export column reference: Name, Jurisdiction, Product, Channel, Targeting, Promotion Type, Uploader, Reviewer, Deadline, Current Status, Status History (export only), Date Created, Date Submitted, Date Approved, Tags, Evergreen, Number of Versions (export only), Readability Score, Adclear URL.Choosing the Right Upload Type
Picking the right upload type before you start saves time and prevents avoidable compliance delays. The four types behave very differently — using the wrong one is one of the most common issues we see.Type comparison
| Upload Type | What it creates | Review behaviour | Use when |
|---|---|---|---|
| Single | 1 promotion from 1 asset | 1 approval decision | One ad, one page, one standalone asset |
| Carousel | 1 promotion from multiple frames | 1 approval covers all frames — cannot approve individually | Social media carousels (LinkedIn, Instagram) where all frames belong together |
| Variations | Multiple linked promotions | Each variation reviewed independently — approve one, some, all, or none | Same core message in different formats, channels, or jurisdictions |
| Batch | Multiple unlinked standalone promotions | Each item independent — no linkage | Multiple unrelated ads or pages uploaded at once |
Single
One individual asset (image, video, PDF, text, website link, or Figma frame) submitted as one promotion. Common mistake: Splitting one webpage into multiple Singles. This removes the context the compliance team needs to see the full page together.Carousel
Multiple assets grouped into a single promotion — all frames reviewed and approved as one unit. Common mistake: Using Carousel instead of Variations or Batch when you actually need the ability to approve frames individually. Once it’s a carousel, a single decision covers everything.Carousels require at least 2 files. If you need to update just one frame, you must re-upload the full set of frames as a new version.
Variations
Linked but independently reviewable promotions — for example, the same ad sized for different channels, or localised for different jurisdictions. Common mistake: Using Variations as a general grouping tool for completely different pages (e.g. a hub page and a separate product page). Variations are for the same promotion in different forms. If you just want to group unrelated items, use a tag instead.Batch
Bulk upload of multiple standalone, unrelated promotions created in one go. Each is reviewed and approved independently with no linkage between items. Common mistake: Using Batch when Variations was the right choice. If your assets are variants of the same promotion, Variations gives compliance better context and tracking.Upload Quality Guide
Adclear can only assess what it can clearly see. Poor-quality or incomplete uploads cause the AI to misread text, miss disclosures, or flag issues inaccurately — leading to delays and rework that could have been avoided.1. Image quality and resolution
Compressed or blurry images cause Adclear to misread text, misinterpret brand names, and produce inaccurate flags. Why this happens: Screenshots pasted into Word or PowerPoint, images exported from compressed sources, and low-resolution mobile captures all reduce the text clarity Adclear needs.✅ Do this
Upload original files — screenshots taken at full resolution, PDFs exported directly from your design tool, or final creative exports. Zoom in before capturing to confirm text is sharp.
❌ Avoid this
Pasting screenshots into Word or PowerPoint then re-exporting. Uploading blurry, compressed, or mobile-captured images. Including unnecessary cover pages, headers, or stock imagery.
2. Incomplete promotions
Adclear reviews only what is uploaded. If disclaimers, footnotes, or risk warnings aren’t visible in the file, they will be flagged as missing — even if they appear on the live page.✅ Do this
Upload only the final version. Ensure all disclosures, footnotes, and qualifying text are visible in the file. If expandable or tooltip content can’t be captured inline, include it as a separate page.
❌ Avoid this
Submitting drafts or works-in-progress. Assuming Adclear will infer missing tooltip or pop-up content. Uploading an incomplete webpage expecting final disclosures to appear later.
3. Multiple promotions in one file
Combining unrelated promotions into a single PDF creates cross-referencing errors — Adclear may attribute risk from one promotion to another.✅ Do this
Upload each financial promotion as a separate file. Use Adclear’s Batch Upload feature to handle multiple unrelated items efficiently.
❌ Avoid this
Combining unrelated promotions into one PDF. Manually merging multiple promotions before uploading. Uploading multiple variants without clear identification per file.
4. Cropped screens missing context
Tightly cropped images can remove the qualifying language, risk warnings, or surrounding content that compliance needs to assess your promotion accurately.✅ Do this
Include the full page where context matters. Ensure risk warnings appear alongside claims in the same file. Capture complete sections of webpages — not just banners.
❌ Avoid this
Cropping tightly around headline claims only. Removing surrounding qualifying language. Uploading partial screenshots without the full context of the page.
5. Website link vs. file upload
A common question: is it better to submit a website link or a PDF screenshot?Use a website link when...
The page is live and final. Adclear captures the screenshot automatically, showing the page exactly as it appears — including any dynamically loaded content.
Use a file upload when...
The page isn’t live yet, or you need to record a specific version. Remember that video content won’t be captured from a static upload — include disclosure information from videos as a separate page.
Pre-upload checklist
Run through this before every submission.Is this the final version?
Don’t submit drafts or works-in-progress. Adclear reviews what it sees — incomplete content leads to incorrect flags.
Are all disclosures and risk warnings visible?
Check that footnotes, qualifying text, and risk warnings are all included in the upload — not hidden in tooltips or pop-ups that won’t be captured.
Is the file high resolution and fully readable?
Zoom in on any text-heavy areas. If you can’t read it clearly at full size, Adclear can’t either.
Is there only one promotion per upload?
If you have multiple unrelated promotions, use Batch Upload — not a single combined file.
Creating a Promotion
Go to the Promotions page and click + Add New. The New Promotion page has four upload types covered above.Required fields (all types)
Every promotion needs: Promotion name, Product, Jurisdiction, and Channel.Optional fields
| Field | Purpose |
|---|---|
| Deadline | Set a date for when you need a decision |
| Additional details | Free-text notes for the reviewer |
| Paid promotion | Toggle to flag paid content |
| Evergreen | Toggle for promotions requiring periodic re-review |
| Assigned reviewer | Assign a specific compliance user — only they will see it in their tasks |
Single upload
Supported file types: JPG, PNG, PDF, MP3, MOV.Select Single and choose your upload method
Drag and drop a file, or choose Text, Website Link, or Figma Link from the options below the upload zone.
- File — drag and drop or browse (JPG, PNG, PDF, MP3, MOV)
- Text — paste or type promotional copy (minimum 50 characters for AI evaluation)
- Website Link — paste a URL, click Capture Screenshot to load the page as your asset
- Figma Link — paste a Figma URL, click Load from Figma, and select a specific frame
Batch upload
Batch creates multiple standalone promotions at once. Each is reviewed and approved independently.Fill in the first block and apply to all
Complete the details for one promotion, then click Apply to all to copy shared settings across all blocks.
If one file in the batch is invalid, the valid files still upload and a validation message appears under the invalid block only.
Carousel
Creates a single promotion from multiple frames, reviewed and approved as one.Variations
Creates linked but independently reviewable promotions for the same core message in different formats.Select Variations and upload files
Each file becomes a separate variation. At least 2 files are required.
Fill in shared settings
Set the promotion name, product, channel, and any evergreen/paid toggles. These apply across all variations.
Set per-variation details
For each variation, set its jurisdiction and optionally add a caption, additional details, reviewer, collaborators, and linked claims.
Apply to all on the Variations tab only propagates the jurisdiction field. All other shared settings (name, product, channel) are set once at the top and apply automatically.
Submitting for Review
From the promotion’s Submit for Review page, click Submit for Review. The promotion moves to Pending Review and appears on your compliance reviewer’s tasks. If you’re submitting a variation group, a modal will ask whether to submit this promotion only or all remaining promotions. Submitting all moves every variation to Pending Review simultaneously.After Submission
Once submitted, you can no longer edit the promotion. You’ll receive an email notification when a decision is made.| Decision | Status | Your next step |
|---|---|---|
| Approved | Approved | No action required |
| Rejected | Rejected | Promotion appears on your tasks with reviewer comments |
| Changes Needed | Changes Needed | Promotion appears on your tasks — make changes and resubmit |
Versions
If a promotion needs updating after submission, upload a new version rather than creating a new promotion from scratch.
Earlier versions remain accessible but cannot be modified.
Comments and Collaboration
Inline comments — text promotions
Highlight any portion of the text on the Submit for Review page to attach a comment directly to that passage. The text becomes highlighted and clickable. Click Locate in the right panel to jump back to any comment.Image comments
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 comments
Check Attach time next to the video timestamp before sending. The timestamp is attached to the comment and a tooltip appears on the video timeline.PDF comments
Click + to enter comment mode, then click on any page to place a marker. Each comment is labelled with its page number and has a Locate button to scroll directly to it.Collaborators
When a collaborator is added to your promotion, they receive an email notification and will receive review decision updates alongside you.Claims
Claims are substantiated marketing statements that can be linked to promotions. Only Approved claims can be linked.Linking a claim to a promotion
You can link a claim during promotion creation (in the Linked Claims section of the new promotion form) or afterwards from the Info tab on the promotion page.Creating a claim
Go to Claims and click + Add New
Fill in the claim name, content, jurisdictions, products, substantiation (files or URLs), disclaimers, and next review date. All fields are required.
Claim versions
Once a claim is approved, click + on the claim header to create a new version. The previous version remains accessible via the version switcher. Comments are version-specific.Escalations
Escalating a rejected promotion to legal
If your promotion has been rejected and escalations are enabled in your workspace, you can escalate from the Info tab. A legal reviewer will respond with a comment prefixed “Legal Escalation:”.Escalating to a risk acceptor
If you’ve received Changes Needed and believe the risk should be accepted, escalate to a marketing admin from the Info tab. Status changes to Reviewing Risk. Their response is prefixed “Risk Acceptance:”.Frequently Asked Questions
Which upload type should I use?
Which upload type should I use?
Single for one standalone asset. Carousel for multiple frames of the same social media post reviewed together as one. Variations for the same promotion in different formats or jurisdictions — each gets its own review decision. Batch for multiple completely unrelated promotions uploaded at once.If unsure between Variations and Batch: if the assets share the same core message, use Variations. If they’re entirely different promotions, use Batch.
Why is Adclear flagging things incorrectly in my promotion?
Why is Adclear flagging things incorrectly in my promotion?
Almost always an upload quality issue. The most common causes are: blurry or compressed images (Adclear can’t read the text clearly), missing disclosures (cropped screenshots or incomplete PDF exports), or multiple promotions merged into one file. Check the Upload Quality Guide above before resubmitting.
Is it better to upload a website link or a PDF screenshot?
Is it better to upload a website link or a PDF screenshot?
For live, final pages — use a website link. Adclear captures the screenshot automatically. For pages not yet live, or when you need to record a specific version, use a PDF or image. If the page contains video with disclosure information, include that content separately — it won’t be captured from a static upload.
Can I delete a version I uploaded by mistake?
Can I delete a version I uploaded by mistake?
No — once uploaded, versions cannot be deleted. You can archive the entire promotion using the three-dot menu on the Promotions table, but individual versions cannot be removed. Contact the Adclear support team if you need guidance.
Why can't I see a promotion I created?
Why can't I see a promotion I created?
Promotions are scoped to a single workspace. Check you’re in the correct workspace using the switcher in the sidebar. If you’re in the right workspace and still can’t see it, check your active filters — a saved view may be hiding it.
Can I assign a specific reviewer to my promotion?
Can I assign a specific reviewer to my promotion?
Yes — use the Reviewer field during promotion creation. Only that person will see the promotion in their tasks and receive the notification. Other compliance users won’t see it unless the assignment is removed.
What file types can I upload?
What file types can I upload?
Supported types: JPG, PNG, PDF, MP3, and MOV. Uploading an unsupported type shows a validation message explaining which formats are accepted.
What does Evergreen mean?
What does Evergreen mean?
Evergreen promotions require periodic re-review. When a compliance user approves one, they must set a next review date. The promotion returns to review when that date arrives. You can view the evergreen toggle and next review date but cannot edit the date yourself.
Why hasn't my claim changed status on its review date?
Why hasn't my claim changed status on its review date?
Claims that reach their next review date should automatically return to Pending status. If this doesn’t happen, contact the Adclear support team with the claim links and they will investigate.