Managing projects and files

53 articles in this collection
Written by Peter Steidel, Mathias Martinez, and Delaney Thompson

View specific layers in PDFs

Learn how to navigate between Layers in a PDF document

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 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 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

Files

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

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

Get a due date reminder about your project status

Learn how the due date reminder email helps you to keep an overview of your projects and due dates

Written by Peter Steidel
Updated this week

Set-Up and Manage Due Dates

Learn how to set-up and manage deadlines in your Filestage account

Written by Peter Steidel
Updated this week