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Managing projects and files
Managing projects and files
Projects, review steps, file formats and more.
43 articles in this collection
Written by
Peter Steidel,
Mathias Martinez,
and
Delaney Thompson
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
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
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
Sort your projects and files
Written by
Peter Steidel
Updated over a week ago
Create automations for your projects
Learn how to use automations to improve your workflow
Written by
Peter Steidel
Updated this week
Create and use project templates
Save time creating projects and inviting reviewers with templates
Written by
Peter Steidel
Updated over a week ago
How to modify review steps
Learn how to delete and rename review steps within Filestage
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
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
Is it possible to collapse folders?
Written by
Peter Steidel
Updated over a week ago
AI-powered Bots: Enhance your proofing workflow
Discover how Bots will auto-generate feedback to supercharge your review rounds
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
Rename files
Learn how to update or edit the name 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
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
Supported file formats
Learn which video, image, document and audio formats Filestage supports
Written by
Peter Steidel
Updated over a week ago
Compare versions of a file directly in the viewer
Cross-check changes, comments, and annotations of two file versions
Written by
Mathias Martinez
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
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
Auto Compare Text
How to use Filestage to automatically point out text changes between two versions.
Written by
Delaney Thompson
Updated over a week ago
Sharing and Downloading the Files
Written by
Peter Steidel
Updated over a week ago
View specific layers in PDFs
Learn how to navigate between Layers in a PDF document
Written by
Peter Steidel
Updated over a week ago
File formats
Work with image files
Tools to visualize your image files in Filestage
Written by
Mathias Martinez
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
Viewing older versions & navigating through different files
Written by
Peter Steidel
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
Review and edit Microsoft Office 365 files directly in Filestage
Learn how to upload documents from Microsoft Office 365 to Filestage and edit them directly through Sharepoint.
Written by
Peter Steidel
Updated over a week ago
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 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
Loop your videos
Learn how to run your videos in a loop to see the video transition.
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
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
Due Dates
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