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Managing projects and files
Managing projects and files
52 articles in this collection
Written by
Peter Steidel,
Mathias Martinez,
and
Delaney Thompson
Review e-Learning content in Filestage
Learn how to review and approve interactive content from Articulate 360 and other e-learning platforms within Filestage.
Written by
Delaney Thompson
Updated over a week ago
Reviewing your 3D content in Filestage
Learn how to import your 3D content into Filestage for review and approval
Written by
Mathias Martinez
Updated over a week ago
How to import PowerPoint (.pptx) files with transitions
Use Filestage's live website feature to import PowerPoint files from OneDrive.
Written by
Delaney Thompson
Updated over a week ago
Use the search to quickly find the information you need
Easily search for projects, files, comments and knowledge base articles
Written by
Peter Steidel
Updated over a week ago
How to switch between different teams
Click your avatar in the top right corner to switch between different team environments.
Written by
Mathias Martinez
Updated over a week ago
See the latest activities in the notification center
Get a clear overview of new comments, invitations, files, and other updates in your projects.
Written by
Peter Steidel
Updated over a week ago
Projects
Set up your project
Learn how to create a project, edit a project's name, and how to delete a project
Written by
Peter Steidel
Updated over a week ago
Review live websites
Learn how to upload, comment, and annotate on live websites
Written by
Peter Steidel
Updated over a week ago
Invite team members to collaborate on your project
Learn how to invite or remove team members from a project
Written by
Peter Steidel
Updated over a week ago
Getting started with the new project dashboard
Learn how to enable or disable the new project dashboard and its main features.
Written by
Peter Steidel
Updated over a week ago
Sort your projects and files
Written by
Peter Steidel
Updated over a week ago
Get access to all of your team's projects
See all projects created by your team members.
Written by
Peter Steidel
Updated over a week ago
Archive projects to keep them for documentation
By archiving a project you can clear up the clutter from your project dashboard!
Written by
Peter Steidel
Updated over a week ago
Create and use project templates
Utilize team project templates when creating new projects
Written by
Peter Steidel
Updated over a week ago
Recover deleted files
Written by
Peter Steidel
Updated over a week ago
Review Steps
How do I rename a review step?
Learn how you can name the steps in your account to fit your workflow!
Written by
Peter Steidel
Updated over a week ago
How can I delete a review step?
Learn how to remove a review step
Written by
Peter Steidel
Updated over a week ago
Understand the difference of In Review and Approved within a review step
Use the different sections in a review step
Written by
Peter Steidel
Updated over a week ago
Files
Upload new files to projects
Learn how to import images, videos, PDFs and audio files to your Filestage account
Written by
Peter Steidel
Updated over a week ago
Work with image files
Tools to visualize your image files in Filestage
Written by
Mathias Martinez
Updated over a week ago
Manage different versions of a file
Learn how to upload and switch between different versions of a file
Written by
Peter Steidel
Updated over a week ago
Rename files
Learn how to update or edit the name of a file
Written by
Peter Steidel
Updated over a week ago
Download files from Filestage
Written by
Peter Steidel
Updated over a week ago
Delete files
Learn how to remove a file permanently
Written by
Peter Steidel
Updated over a week ago
Delete a version of a file
Learn how to remove a version of a file
Written by
Peter Steidel
Updated over a week ago
See the upload date of files and versions
Written by
Peter Steidel
Updated over a week ago
Let external users upload files to your team's projects
Who can upload files directly in my project?
Written by
Peter Steidel
Updated over a week ago
File formats
Reviewing your emails in Filestage
Learn how to import your emails and newsletter into Filestage for review and approval
Written by
Peter Steidel
Updated over a week ago
Reviewing your 360° virtual tours in Filestage
Learn how to import your 360° virtual tours into Filestage for review and approval
Written by
Peter Steidel
Updated over a week ago
Reviewing your Shopify site in Filestage
Learn how to import your Shopify site into Filestage for review and approval
Written by
Mathias Martinez
Updated over a week ago
Review Interactive HTML
Learn how to review websites, animations, HTML5 banners, e-learning content, and more
Written by
Peter Steidel
Updated over a week ago
Reviewing your Canva designs in Filestage
Learn how to import your Canva designs into Filestage for review and approval
Written by
Mathias Martinez
Updated over a week ago
Reviewing your Google documents in Filestage
Learn how to import your Google Docs, Google Slides, and Google Sheets into Filestage for review and approval
Written by
Mathias Martinez
Updated over a week ago
Make sure that the fonts of your Office files are displayed correctly
Learn how Filestage accurately displays the typefaces of your uploaded documents
Written by
Peter Steidel
Updated over a week ago
Supported file formats
Learn which video, image, document and audio formats Filestage supports
Written by
Peter Steidel
Updated over a week ago
Ensure color accuracy for your uploaded images
Export your images in the sRGB color profile so that they are always displayed correctly
Written by
Peter Steidel
Updated over a week ago
Ensure color accuracy for your uploaded PDF documents
Written by
Peter Steidel
Updated over a week ago
Guarantee the best results for your uploaded videos
Export your videos in the Rec. 907 color space and use the progressive scan to ensure the best video quality in Filestage
Written by
Peter Steidel
Updated over a week ago
Switch between sections, timecode, and frame units in your video reviews
Written by
Peter Steidel
Updated over a week ago
What happens to my file during upload?
After uploading your videos we convert them so that they can be played on all devices. Here you can find out which formats we use.
Written by
Peter Steidel
Updated over a week ago
Use the these tips if you want to upload a very large video file
Written by
Peter Steidel
Updated over a week ago
Roles and permissions
Understand the difference between project collaborators and reviewers
Here you will learn the difference of project collaborators and reviewers.
Written by
Peter Steidel
Updated over a week ago
Export feedback
Export review report to print it or save it locally
Learn how to export and print review reports
Written by
Peter Steidel
Updated over a week ago
Export file reports to keep a record of your approval process
Download a PDF containing all your versions, comments, and review decisions for quick and easy auditing.
Written by
Peter Steidel
Updated over a week ago
Folders
Organize your projects in folders
Managing and organizing your projects is easy - simply create a folder and add projects to it.
Written by
Peter Steidel
Updated over a week ago
Can I invite a team member or a reviewer to view an entire folder?
Written by
Peter Steidel
Updated over a week ago
Email
Receive immediate notifications about submitted review decisions
Get notified instantly when a reviewer approves a version or requests changes.
Written by
Peter Steidel
Updated over a week ago
Receive emails about new project activities to stay up to date
Get a clear overview of new comments, files, and other updates in your e-mail inbox
Written by
Peter Steidel
Updated over a week ago
Control how many email notifications you are getting
Written by
Peter Steidel
Updated over a week ago
Due Dates
Add a due date to a file in review
Learn all about the benefits and how to use deadlines
Written by
Peter Steidel
Updated over a week ago
Get a daily reminder about your project status
Learn how the daily reminder email helps you to keep an overview of your projects and due dates
Written by
Peter Steidel
Updated over a week ago
Set-Up and Manage Due Dates
Learn how to set-up and manage deadlines in your Filestage account
Written by
Peter Steidel
Updated over a week ago