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. For full definitions, decision criteria, and common mistakes per type, see Upload Types. A short summary follows below.| Upload Type | What it creates | Review behaviour |
|---|---|---|
| Single | 1 promotion from 1 asset | 1 approval decision |
| Carousel | 1 promotion from one or more frames | 1 approval covers all frames — cannot approve individually |
| Variations | Multiple linked promotions | Each variation reviewed independently |
| Batch | Multiple unlinked standalone promotions | Each item independent |
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. The full Upload Quality Guide — covering image quality, incomplete promotions, multiple promotions in one file, cropped screens, website-link vs. file-upload guidance, and a pre-upload checklist — lives at Upload Quality Guide. Read it before your first submission.Creating a Promotion
Go to the Promotions page and click + Add New. The New Promotion page has four upload types covered above and detailed in Upload Types.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
Direct integration with Figma is being expanded so frames can be imported without exporting first. If you work primarily in Figma, your workspace admin can confirm what’s currently available.
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 one or more 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
The mechanics below cover how to leave comments on each asset type. For how to respond effectively to Adclear’s AI comments — and why response quality affects your review cycle times — see Helping Adclear Learn.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.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:”.This option is only available if risk acceptance is enabled in your workspace. Marketing users do not escalate to legal directly — escalations to legal are initiated by compliance reviewers when they need specialist input. See the Compliance User Guide for that flow.
Frequently Asked Questions
Which upload type should I use?
Which upload type should I use?
Single for one standalone asset. Carousel for one or more 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. See Upload Types for the full breakdown.
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. See the Upload Quality Guide 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.