Curators with the appropriate permission can now auto-approve firm content in Wagtail. This allows eligible users to bypass the standard Compliance review process when needed.
Key Benefits
• Publish approved firm content more quickly
• Reduce delays for advisor use
• Clearly identify approved content with the green approval checkmark
1. From the Library, click Add New Content
2. Follow the standard process for creating a new content page see here
3. After saving the firm content, you can use Auto-Approve to bypass the standard compliance workflow and publish the content as Globally Approved.
Access
This feature requires the appropriate permission to be enabled. Please reach out to customersuccess@broadridge.com for enablement and more information.
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