Getting started with Filestage

Filestage essentials

This article gives you all the resources you need to start using Filestage immediately. By following these steps, you will be able to:

• Create and manage projects

• Organize your reviewers and permissions

• Collect feedback and submit review decisions

Projects and team setup

Getting your workspace ready is the first step. Follow these actions:

• Create and manage projects in Filestage - Learn how to create a project in Filestage, as the main hub for organizing your work.

• Manage your reviewer groups - Learn how to organize your stakeholders effectively for streamlined feedback.

• Invite team members to collaborate – Bring your colleagues into your workspace and assign roles.

• Manage different versions of a file - Keep track of different file versions for easy comparison.

Tip: Start with a single project to get familiar, then scale up as needed.

Reviewer management

Set up your reviewers to collect feedback efficiently:

• Invite and remove reviewers - Make sure you collect feedback from the right reviewers.

• Manage reviewer permissions & review decisions - Tailor reviewer permissions and the security level to your needs.

• Project collaborators and reviewers - Learn the difference between project collaborators and reviewers.

Tip: Assign clear roles from the start to avoid confusion during reviews.

Leaving feedback on a file

Collect feedback effectively with these steps:

• View the file and leaving feedback - Learn how to submit your feedback right on the file.

• Comment on files - Learn more about how to leave comments and annotations on files.

• Submit your review decision - Approve, request changes, or reject files and communicate your decision.

Watch our video tutorials

And there are more:

• How to manage file reviews in Filestage

• How to review live websites in Filestage

• Set up AI reviewers to automate feedback in Filestage

• How to use the Filestage Home page

• How to set up a video editing workflow in Filestage

• and even more on our Filestage Youtube channel!

Materials to share with your reviewers

Ready to get going? Feel free to use these essential resources and share them with your reviewers and stakeholders.

• Downloadable reviewer guide for sharing with your reviewers - A quick-start guide to get reviewers up to speed.

You can also find the guide in additional languages! Just open this page and change the language to find alternative versions.

What´s next? After understanding the basics of Filestage, you can use our Help Center to deep-dive into Filestage and its functionalities!

Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io. We're always happy to help!