Review and Edit Draft Recommendations:

1. In the navigation sidebar, go to Marketing > Recommendations
2. Scroll, search, or filter to find the relevant recommendation
3. Select the recommendation to open a preview*
4. In the preview panel on the right, click View Details 
5. See the left column for an overview
6. Go to the Products tab and click Sort to reorder the titles in the recommendation:

• click the edit icon ✏️ to add or remove titles from the recommendation

7. Go to the Assets tab and click Manage Assets to add or remove which assets from the titles are shared 
8. Go to the Recipients or CC/BCC Lists tabs and click the edit icon ✏️ to update who the recommendation will be shared with
9. Click the three-dot settings menu to make the following changes:

• select Edit to open the create modal and make key changes to the recommendation draft, including send as an email or generate links only 
• select Edit Expiry Date and click the calendar icon to change the expiration
• select Send and Confirm to share your recommendation via email

*Shortcut: Click directly on recommendation names to access their full details.