Before you send to the brand
Duplicate this coda doc (Only Doc Writers have this ability) Go to the top left of this window where it says “TEMPLATE: BRAND Onboarding”. Hover your mouse to the right of the doc title. Click on the three dots that show up. Rename coda doc with the actual brand name so it looks like “Biscotti Onboarding” : Adjust the timelines on to reflect what was sent to the brand Create Brand’s Dropbox folder in . Title Folder “BRANDNAME Assets” ex. Biscotti Assets
Share folder and copy the link Create File Request for your new Brand Asset folder Rename Sheet with brand name “BRANDNAME Onboarding: New Product Sheet” ex. Biscotti Onboarding: New Product Sheet
This sheet is ONLY for retail-ready products. If brand has bulk products, they will need to be onboarded separately. Add Product Onboarding Sheet link to #3 ADD PRODUCT INFO On , hide the columns with the ASRs who are not assigned to the brand. If no ASR has been assigned yet, hide all columns. Select unwanted columns by clicking the top of the column Right Click on the top of the selected column Reconfirm locking for each page Delete Comments in Process Overview Marketing and all the subpages Share>Anyone with Internet link>can edit Publish>Doc Interaction>Edit Double check link works and page is fully accessible In Chrome, go to File and open an incogneto window. Paste the link and check out the page. Double check all pages to ensure all comments are deleted Email Coda page link to brand After you send to the brand
Check tasks off as the brand completes them For Isaiah / Data Entry
Feel free to add or change any tasks below so it matches your workflow.
Your tables can be found in under Reference Tables. copy paste brand values from into salesforce copy paste retail values from into salesforce copy paste product values from Brand’s New Product Sheet google sheet into salesforce 
FILIGREEN TO DO LIST
