{"id":2260,"date":"2024-03-24T23:07:57","date_gmt":"2024-03-24T23:07:57","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/client-guide\/"},"modified":"2024-03-24T23:08:20","modified_gmt":"2024-03-24T23:08:20","slug":"client-guide","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/client-guide\/","title":{"rendered":"How do I use Content Snare to submit information?"},"content":{"rendered":"\n

Hi there! <\/p>\n\n\n\n

In this short post, we will guide you through the process of submitting your information through Content Snare.<\/p>\n\n\n\n

Content Snare makes it easy for you to see what information you still need to provide, and which parts are complete. If you submit everything through the portal, it will make things much easier for you. Back and forth email tends to get messy and confusing, so please avoid sending information via email. <\/p>\n\n\n\n

Everything you type in or upload in Content Snare is automatically saved. That means you can pop in and out of your portal (we call it a \u201crequest\u201d) at any time and your progress won\u2019t be lost!<\/p>\n\n\n\n

Now, let\u2019s begin.<\/p>\n\n\n\n

First, you\u2019ll be getting an email that looks something like this:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This will be your way to enter the request to provide all of the information we need from you.<\/p>\n\n\n\n

Once inside the Request, you\u2019ll see something similar to this:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

In a Request, there are two main areas.<\/p>\n\n\n\n

1. The Navigation<\/strong> <\/h3>\n\n\n\n

You\u2019ll find this on the left of the screen. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Here you\u2019ll see how many questions are remaining, your overall progress, and the due date.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2. The Request<\/strong><\/h3>\n\n\n\n

This is the main panel on the right of the screen. When you first open the Request, you\u2019ll see our instructions. They look something like this:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Here you\u2019ll see a quick introduction to the request and a few words from us.<\/p>\n\n\n\n

Now, let\u2019s dive inside the first page of the Request. Click the \u201cLet\u2019s Get Started<\/strong>\u201d button to begin<\/p>\n\n\n\n

How to answer questions and upload files<\/h3>\n\n\n\n

The request is made up of a series of questions. Some will ask you to type or paste in information. Some will ask you to upload files. They look like this: <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

As shown in the image above, \u201cName\u201d describes the name of the question.<\/p>\n\n\n\n

There are 3 types of status:<\/p>\n\n\n\n

    \n
  • To Do<\/strong>: This means that you haven\u2019t submitted an answer yet.<\/li>\n\n\n\n
  • Done<\/strong>: You\u2019ve submitted an answer<\/li>\n\n\n\n
  • Redo<\/strong>: This means that we have reviewed your answer and have requested changes. <\/li>\n<\/ul>\n\n\n\n

    Below the question name and the Status are the instructions.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Here, you\u2019ll find details and specifications that will help you answer the question.<\/p>\n\n\n\n

    Let\u2019s take a look at an example of a question with special requirements<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Unless your answer meets the requirements, the system will not let you submit your answer.<\/p>\n\n\n\n

    Once you\u2019ve finished answering the question, click the button to submit your answer for it to be reviewed.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Submitting an answer for review will automatically move you to the next question.<\/p>\n\n\n\n

    When you submit an answer, the status changes to \u201cDone,\u201d the item is marked off in the sidebar, and the progress bar will update. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    If you want to make some changes to your answers, you\u2019ll need to click on the Revise button. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Please keep in mind that if we\u2019ve approved the answer, you won\u2019t be able to make changes.<\/p>\n\n\n\n

    At the bottom of each page in the Request, you can instead submit all of the answers in one go by clicking on Submit Page For Review<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    When we request changes<\/h3>\n\n\n\n

    After we review your answers, sometimes we may need additional information or changes to what you provided. <\/p>\n\n\n\n

    On the off chance that happens, you\u2019ll receive an email from us that looks like this:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Click the link in the email to come back to the Request.<\/p>\n\n\n\n

    You\u2019ll notice on the Navigation bar that some of the fields are highlighted in yellow. This means that the status of the field has changed to Redo.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    When you get to the field that we want you to change, you\u2019ll see a little comment from us at the bottom of the answer with some insight into what you can change for us to approve it.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Make adjustments as necessary and click the submit button again.<\/p>\n\n\n\n

    If you get stuck<\/h3>\n\n\n\n

    That\u2019s all there is to it!<\/p>\n\n\n\n

    If you have any questions or troubles with the system, please reach out to the person that sent you the request with your questions. <\/p>\n","protected":false},"excerpt":{"rendered":"

    Hi there!  In this short post, we will guide you through the process of submitting your information through Content Snare. Content Snare makes it easy for you to see what information you still need to provide, and which parts are complete. If you submit everything through the portal, it will…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1037],"ht-kb-tag":[],"class_list":["post-2260","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-tutorials"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2260"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2260\/revisions"}],"predecessor-version":[{"id":2276,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2260\/revisions\/2276"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2260"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2260"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}